Career Opportunities
PG Calc is the industry leading provider of planned giving software and services to charities, non-profits, and service providers. PG Calc is a great place to work. We have a small company feel with a staff that demonstrates its commitment to quality and customer satisfaction on a daily basis. We offer competitive salary, health, dental, and vacation benefits. If you are organized, efficient, and enjoy working with a high-achieving group, we would like to talk with you about becoming a part of our team. PG Calc is an equal opportunity employer.
Current Openings:
Associate Director, Client Services
Job Type
Full-time
Description
At PG Calc, we help nonprofits and enterprise clients achieve long-term success through innovative planned giving solutions—and we're looking for a bold, forward-thinking leader to help us expand that impact. As Associate Director of Client Services, you will play a critical role in shaping the client experience, developing talent, and contributing to the evolution of our products and services.
This is more than a management role—it's a strategic leadership opportunity for someone who thrives in dynamic environments, takes initiative, and sees complexity as a challenge to conquer. You’ll lead a team of dedicated professionals, partner cross-functionally across departments, and work directly with clients ranging from small nonprofits to major institutions. You’ll have the autonomy to drive improvements, the trust to make decisions, and the platform to influence change at both the team and company level.
If you're driven by outcomes, fueled by curiosity, and ready to lead with clarity and purpose—we want to meet you.
Key Responsibilities:
Client Experience & Relationship Building (60%)
- Serve as a subject matter expert and trusted advisor to our nonprofit clients.
- Deliver strategic, solution-oriented support for PG Calc’s suite of products, including PGM Anywhere, GiftWrap, Bequest Manager, and GiftCalcs.
- Resolve complex client issues with confidence and professionalism.
- Build long-term, high-value relationships with clients ranging from small nonprofits to large enterprises.
- Collaborate cross-functionally with Development and Sales to represent the voice of the client.
Strategic Team Leadership (30%)
- Hire, mentor, and manage a talented client services team to deliver exceptional results.
- Establish and maintain high-performance standards for service delivery.
- Champion continuous learning and professional development in the area of planned giving.
- Collaborate with senior leadership to optimize workflows and drive departmental efficiency.
Training, Services, and Product Insight Leadership (10%)
- Lead the design and delivery of impactful training sessions, orientations, and product education.
- Oversee the development and execution of an annual training schedule and related materials.
- Supervise delivery of key services such as calculation and reporting solutions, ensuring operational excellence.
- Act as product liaison, advocating for client needs in software development and enhancements.
- Stay current on planned giving trends and PG Calc publications to inform training and service innovation.
Requirements
- Bachelor’s degree with 5+ years of relevant experience, or 8+ years of equivalent work experience.
- Deep understanding of planned giving vehicles and related fundraising strategies.
- A confident, decisive problem-solver who thrives in fast-paced, evolving environments.
- Strategic and analytical thinker with a long-term mindset and a focus on results.
- Passionate about making an impact through exceptional client service and high-performing teams.
- Self-motivated and energized by autonomy, challenge, and continuous improvement.
- An effective communicator with the ability to influence, lead, and inspire others.
- Proven track record of delivering excellent customer service in a professional setting.
- Demonstrated success in managing or scaling teams, systems, or operational processes.
- Experience with PG Calc software is a strong plus—or the ability to learn quickly and independently.
- Comfortable with Microsoft Office; experience with CRMs such as SalesForce is a bonus.
Job Requirements for Hybrid 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.
- Hybrid Work Commitment: Must be able to reliably commute to the Cambridge office 2 days per week, and meet in-person collaboration requirements as needed.
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.
Salary Description
$115-125k
Associate, Gift Administration
Job Type
Full-time
Description
Foundation Source is seeking a reliable, detail-driven Associate to join our PG Calc Endowment Sub-Accounting (ESA) team. This role is ideal for someone who takes pride in doing things the right way, values consistent processes, and enjoys being part of a dependable and supportive team.
The Gift Admin Associate will be responsible for producing monthly and quarterly endowment sub-accounting reports for a portfolio of nonprofit and institutional clients. This position also supports planned giving reporting and provides backup to our Gift Administration Financial Administrator.
If you’re someone who finds satisfaction in precision, enjoys structured work, and wants to make a meaningful contribution to organizations doing good in the world, this role may be the perfect fit.
Key Responsibilities:
Produce Monthly and Quarterly Endowment Reports (85%)
- Serve as a reliable point of contact and relationship manager for a portfolio of client accounts.
- Analyze and reconcile financial data, ensuring accuracy and integrity in all reporting.
- Maintain established processes to produce timely and accurate sub-accounting reports.
- Distribute reports in accordance with contractual deadlines and resolve client questions as needed.
- Support teammates by serving as a backup relationship manager during scheduled absences.
- Introduce clients to additional products and services as appropriate.
Produce Planned Giving Reports (5%)
- Use GiftWrap software to generate standard planned giving reports.
- Maintain accurate and timely client data input for monthly/quarterly reports.
- Support calculations related to FASB liability, state reserve requirements, and CGA market values.
Support Gift Administration Operations (10%)
- Provide dependable backup support to the Financial Administrator during peak periods or time off.
- Assist with tasks including check processing, ACH and wire uploads, and account reconciliation.
- Ensure timely, error-free financial transactions while maintaining a high standard of customer service.
Requirements
- Associate or Bachelor's degree in business, accounting, finance, or related field OR 4+ years of on-the-job experience in a finance or administrative environment.
- Strong attention to detail and commitment to accuracy, data integrity, and doing things by the book.
- Thrives in structured environments with defined procedures, recurring tasks, and steady workflows.
- Able to manage multiple priorities with consistency and timeliness while maintaining high quality.
- Communicates clearly and professionally; works well independently and as part of a collaborative team.
- Process-oriented with a continuous improvement mindset and comfort using Microsoft Office and financial software.
- Driven by a sense of purpose and takes pride in supporting mission-driven work through operational excellence.
Job Requirements for Hybrid 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.
- Hybrid Work Commitment: If hybrid, must be able to reliably commute to the Cambridge office 2 days per week and meet in-person collaboration requirements as needed.
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.
Salary Description
$61-68k
