• Serve as the primary relationship manager for a portfolio of private foundations. • Respond to client inquiries with care, clarity, and precision across email, phone, and video communications. • Provide relevant insights and updates to proactively support client success and long-term engagement. • Support client retention goals by consistently delivering high-value, trustworthy service. • Collaborate with sales and relationship teams as needed, contributing insight and technical knowledge in prospect meetings. • Manage administrative and compliance processes, ensuring each foundation meets its legal and reporting obligations. • Coordinate efforts across departments—grantmaking, tax, legal, and technology—so clients receive seamless, integrated support. • Maintain rigorous attention to accuracy, timelines, and process integrity in all client-related operations. • Lead the onboarding of new foundations, tailoring our technology platform (Impactfully) and services to meet each client’s needs. • Serve as a source of knowledge on private foundation regulations, operational best practices, and our expanding suite of solutions. • Help clients navigate changes and growth opportunities with thoughtful, well-informed recommendations. • Continuously expand your expertise in philanthropy, nonprofit compliance, and Foundation Source tools and services. • Identify opportunities for internal process improvements and client service enhancements. • Engage constructively with internal teams to ensure our systems evolve in ways that serve clients better—without sacrificing precision.

• Establish an advisory relationship by identifying current and potential needs and supporting client retention • Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction • Analyze and meet special client needs, handle requests and follow up as needed • Collect, compile and analyze data • Prepare reports and recommendations • Stay on top of the latest standards, products and services in your field

• Help develop plans and business intelligence • Monitor business plans and performance • Set targets and identify opportunities to improve service delivery • Design and deliver business strategies and solutions • Advise and assist clients and partners • Recommend solutions to improve or optimize standards, policies and programs • Prepare recommendations, solutions and action plans • Solve complex problems using analytical skills • Interact with stakeholders in other fields

• Analyze needs and requests and respond to common user questions about management information tools • Analyze reports on your unit’s processes, identify impacts and propose solutions • Diagnose issues, challenges and needs to determine target outcomes • Help develop and implement solutions, policies, programs and action plans • Document and update procedures, requests and reports.