Grant Operations & Compliance Coordinator

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.

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.

Qualifications:

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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; and
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards.
• Bachelor’s degree strongly preferred.

Position Basis: Full-Time, overtime-exempt

Start date: As soon as possible.

NEO Philanthropy is an equal opportunity employer. We consider applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, gender identity or any other legally protected status.

NEO Philanthropy Careers:

NEO Philanthropy is committed to attracting, developing and retaining exceptional people, and to creating a work environment that is dynamic, rewarding and enables each of us to realize our potential. NEO Philanthropy's work environment is safe and open to all employees and partners, respecting the full spectrum of race, color, religious creed, sex, gender identity, sexual orientation, national origin, political affiliation, ancestry, age, disability, genetic information, veteran status, and all other classifications protected by law in the locality and/or state in which you are working.

NEO provides generous benefits, which includes medical, dental, vision, life, long term disability, and pet insurance. We also administer FSA, Commuter benefit, and 401k retirement plans and have generous Paid Time Off and an Employee Assistance Program (EAP). Additionally, NEO provides resources for remote work office set up and an annual fund for professional development opportunities.