Own end-to-end grant lifecycle management in Salesforce, including opportunity setup, award tracking, reporting, closeout, and required documentation.
Lead grant kickoff processes by confirming deliverables, timelines, reporting requirements, internal ownership, and compliance needs.
Manage a rolling 12-month proposal calendar with proactive deadline tracking, reminders, and risk escalation.
Serve as the primary Salesforce administrator for Philanthropy, maintaining data quality across funders, prospects, grants, dashboards, reports, and workflows.
Improve Salesforce fields, automations, and integrations in partnership with internal systems teams, including Salesforce, Power BI and SharePoint troubleshooting.
Drive adoption of grant management processes across business lines.
Coordinate with program, analytics, and finance teams to ensure grant compliance, reporting accuracy, budget alignment, and timely deliverables.
Document funder interactions, cultivation activities, and reporting deliverables in Salesforce to support shared visibility and follow-through.
Maintain an organized, accurate prospect pipeline with clear next steps and ownership.
Conduct prospect research and prepare briefing materials for leadership.
Draft and manage timely grant acknowledgment letters and stewardship communications.
Support development of board reports, KPI dashboards, and philanthropy updates.

3–5 years of experience in grants management, development operations, or a related nonprofit function.
Strong proficiency in Salesforce, including report building, workflow management, and data integrity oversight; NPSP or Nonprofit Cloud experience preferred.
Demonstrated project management skills with the ability to manage multiple deadlines and coordinate across teams.
Experience with grant compliance, reporting, and financial coordination.
Excellent written and verbal communication skills.
High attention to detail and comfort working within complex systems and processes.
Proficiency with Microsoft 365 tools, including SharePoint, Planner, OneNote, and Outlook.

Philanthropy Operations and Grants Manager

Key skills