Grant Operations & Compliance Coordinator

NEO Philanthropy•New York, NY

2d•$65,000 - $75,000•Hybrid

About The Position

Grant Operations & Compliance Coordinator Infrastructure Department | Grant Operations & Compliance Team Overview : Launched in 1983 as Public Interest Projects, a 501(c)(3) public charity, NEO Philanthropy (“NEO”) is a New York based national leader in innovative philanthropic solutions. We lead large-scale collaborative grant-making funds on a range of social justice issues, provide fiscal sponsorship and management to projects and campaigns, manage donor advised funds and develop organization and field-focused capacity building initiatives. Position: Reporting to the Assistant Director of Grant Operations & Compliance (AD of GO&C), the Grant Operations & Compliance Coordinator will be an integral member of the Grants Operations & Compliance (GO&C) team within the Infrastructure Department. This role will assist the AD of GO&C in overseeing and coordinating the grants process across NEO for both incoming and outgoing grants. This position will be highly engaged with NEO’s various teams and departments, including Salesforce operations, collaborative funds, project partnerships, strategic partnerships, operations, and legal teams. It will require exceptional interpersonal and organizational skills, as well as solid collaboration across programs and functions. This role will proactively identify and execute ideas to improve operations and streamline NEO’s grant-making processes. The ideal candidate should have knowledge of Salesforce as well as a strong understanding of systems and processes, and how they impact workflow. Location : NEO Philanthropy has its headquarters in NYC and the Finance and Infrastructure department is located in that office. NEO HQ has a hybrid work remote structure based on job function. It is our expectation that this role will be able to be fully remote with in-person meetings required 4-5 times per year; however, staff will have the option to select a partially or fully in-office schedule if they are based in NYC. This role will be expected to be available during the working hours 10 a.m. – 4 p.m. EST to provide support.

Requirements

At least 1-2 years of grants management experience with an understanding of grants processes and related financial and compliance issues must
Mission-driven and passionate about social justice and nonprofit work
Knowledge and experience with GMS required
Knowledge and understanding of philanthropy, nonprofits, or fiscal sponsorship model
Salesforce experience highly preferred
Program management and organizing skills required
Diplomatic, problem-solving, meeting facilitation, negotiation, and conflict resolution skills
Excellent written and verbal communication skills, with a proven ability to present material in an understandable manner
Excellent interpersonal and relationship-building skills and proven ability to work effectively across multiple roles with diverse groups of people
Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards.
Bachelor’s degree strongly preferred.

Responsibilities

Grants management and operations (incoming & outgoing)
Manage and coordinate NEO’s organizational-level proposal materials for programs.
Ensure that the organizational proposal materials are up-to-date, accurately reflect the information, and are well-organized through NEO’s Resource Hub and Dropbox.
Manage the responses to the questions or inquiries from various funders in collaboration with the program, legal, and other operational and compliance teams.
Support the management of inquiries and responses via the Grants inbox.
In partnership with various departments, help to streamline NEO’s grant-making processes and maintain various grantmaking templates in Salesforce (NEO’s Grant Management System, GMS).
Work with NEO’s Central Staff to resolve questions or issues around grant-making compliance and policies.
In partnership with the legal & operations team, help to organize and facilitate grant-making compliance training.
Assist with creating templates for the grantmaking process in Form Assembly and integrating them with Salesforce, including troubleshooting related issues.
Serve as a core member of the Compliance Review Team, supporting due diligence reviews for Yellow- and Red-tier grants, conducting spot checks on lower-risk grants, and helping assess risk tier assignments in collaboration with program teams.
Ensure accurate upload and organization of compliance documents in Salesforce, and support the implementation of standardized review workflows.
Support the AD of GO&C with other administrative tasks as assigned.
Systems & Infrastructure
Become a super-user of Salesforce and be comfortable with the third-party applications integrated with Salesforce, such as DocuSign, Apsona, and Form Assembly.
Serve as a NEO’s Salesforce Team member and participate in NEO’s Salesforce-related initiatives.
Contribute to enhancing grant-making workflows by optimizing Salesforce's capability.
Help to develop and maintain all related policies and procedures to support NEO’s grant processes.