Do you take pride in delivering exceptional client experiences while building smart, scalable systems behind the scenes? Foundation Source is looking for a Senior Manager, DAF Client Experience to join our dynamic and growing Donor-Advised Fund (DAF) team. In this role, you'll be at the heart of both client success and operational improvement—ensuring that our clients and advisor partners receive outstanding service, while strengthening the systems that support our continued growth.

You'll collaborate closely with our Director of DAF Execution to lead core operational areas including client support, partner onboarding, billing, and cross-functional coordination between Charityvest Inc. and Foundation Source. You'll also play a key role in training colleagues on DAF-specific topics, helping to build internal expertise and scalable processes. This is a great opportunity for someone with donor-advised fund and wealth management experience who enjoys problem-solving, building relationships, and making systems work better for everyone.

In your first six months, you'll roll up your sleeves and dive into daily operations—resolving complex client needs, leading onboarding conversations, and identifying opportunities for improvement. As you gain momentum, you'll help shape how we scale our services and enhance the experience for every stakeholder involved.

If you're energized by mission-driven work, passionate about philanthropy, and excited to help shape the future of charitable giving through a blend of service, technology, and operations—we’d love to connect with you.

Key Responsibilities:

Client Experience & Customer Support Oversight (40%)

• Lead client support across our DAF platform, ensuring timely, accurate, and empathetic responses to donor and advisor inquiries.
• Personally handle complex or escalated client issues, applying specialized DAF knowledge and thoughtful problem-solving.
• Partner with Operations and Engineering to quickly resolve technical challenges and ensure a seamless, high-quality client experience.
• Track support metrics and client satisfaction trends to uncover proactive opportunities for improvement.
• Create and maintain clear support documentation, FAQs, and training guides to empower both internal teams and client self-service.
• Represent the voice of the client across internal teams—providing actionable feedback to Product and Engineering for continuous improvement.

Partner Success & Onboarding (35%)

• Lead onboarding for new advisor partners (white-label DAF programs), ensuring smooth implementation and a strong, confident launch.
• Build trusted relationships with partners, becoming a go-to resource and advocate to support adoption and long-term satisfaction.
• Manage billing and renewal processes with accuracy and consistency, keeping everything running smoothly and on time.
• Conduct regular partner check-ins to review program performance, address needs, and uncover opportunities to deepen engagement.
• Support partner compliance and due diligence by coordinating responses, documentation, and expertise across teams.
• Design scalable onboarding workflows and define success metrics to deliver a consistently high-quality experience as we grow.

Operations Coordination & Process Improvement (25%)

• Act as a connector between Charityvest Inc. and Foundation Source, ensuring smooth day-to-day operations and strategic alignment across teams.
• Deliver training and guidance to internal teams on complex DAF processes, helping to build internal knowledge and scalable best practices.
• Identify and implement process improvements that boost efficiency, reduce friction, and support sustainable growth.
• Lead cross-functional initiatives to roll out new systems, optimize workflows, and enhance internal operations.
• Collaborate with Product and Engineering to advocate for enhancements that improve client experience and operational performance.
• Oversee billing and financial operations to ensure accurate invoicing, revenue recognition, and compliance.
• Maintain up-to-date operational documentation and contribute to policies that support consistency, scalability, and quality.

• A bachelor’s degree and 8–10+ years of experience in wealth management, financial services, or fintech operations—experience with donor-advised funds is a strong plus.
• A proven track record in roles like client success, customer support, or partner management, especially with financial advisors, wealth teams, or institutional clients.
• A solid understanding of philanthropic giving, including donor-advised funds, tax implications, and relevant regulations.
• Hands-on experience with billing, invoicing, and financial operations in a B2B or advisor-driven environment.
• Excellent communication skills, both written and verbal—you can make complex financial topics accessible to clients, colleagues, and partners alike.
• Confidence working with multiple stakeholders, and the ability to align cross-functional teams around shared goals and timelines.
• Strong analytical and problem-solving abilities, with a data-driven approach to identifying trends and improving operations.
• Familiarity with tools like support systems (e.g., Intercom), and billing/finance software—or a quick learner who thrives with new systems.
• A self-starter mindset with exceptional attention to detail, strong project management skills, and the ability to stay organized in a fast-moving environment.
• A genuine passion for philanthropy and a desire to help donors and partners make a meaningful impact.
• Experience in a startup or high-growth setting, where you’ve contributed to building scalable processes from the ground up.

Job Requirements for Remote Work Environment:

Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.

Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.