Grants Associate

Job Description

REQUIREMENTS

• Dedication to the our client’s mission and values.
• Strong client services skills – responsive, able to anticipate concerns, ability to problem solve.
• Ability to joyfully manage several threads of communication and correspondence with internal and external stakeholders.
• Strong written and verbal communication skills, with an ability to present complex information in a clear and concise manner, with a client-focused approach.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks and deadlines simultaneously.
• Demonstrate technical expertise in guiding clients through software platform walkthroughs.
• Familiarity with database organization and management, data entry and verification, and experience with different database software.
• Ability to effectively and quickly learn and work across different software platforms.
• Ability to work independently and effectively in a virtual environment.
• Ability to work with a remote team, including regular computer, phone, internet, and video conferencing access.

PREFERRED

• Experience with databases, experience with Airtable a plus.
• Knowledge of Donor Advised Fund compliance and IRS regulations.

RESPONSIBILITIES

• Serve as a primary point of contact for clients, delivering timely, and solutions-focused responses to inquiries.
• Manage high-volume shared inboxes, triaging and prioritizing requests to ensure responsive, values aligned and consistent client service.
• Build and maintain strong, long-term client relationships through personalized engagement and high touch service.
• Anticipate client needs, troubleshoot challenges, and identify opportunities to enhance overall client service experience.
• Support administrative requests, including data requests, form completion and audit-related administrative work.
• Assist clients with account setup, grant program enrollment and onboarding to grantmaking programs and software platforms.
• Provide technical guidance and software platform walkthrough, ensuring clients feel confident navigating tools and processes.
• Perform accurate data entry, validation, and maintain up-to-date records in the grants management system.
• Maintain organized, up-to-date records to support compliance, reporting, and operational efficiency.
• Support the Grants team with data workflows to ensure timely completion of tasks and processes.
• Identify opportunities to improve data quality, documentation, and workflow efficiency.
• Support the management of outgoing correspondence including ACH enrollment, outreach and grant award notification, with attention to clarity and client experience.
• Perform daily, weekly, or monthly repeatable tasks with high efficiency and attention to detail, ensuring consistent quality and timely completion: including data entry, report generation, and bulk grant uploads.
• Codify best practices and procedures around client engagement and correspondence.
• Work closely with other members of the Grants team to execute weekly grant runs, strengthen client relationship management, and engage in grant program development.

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