Foundation Source · 1 week ago
Grant Operations Associate (DAF)
United States
Full-time
Remote
New Grad, Entry Level
$55K/yr - $75K/yrFoundation Source is a company focused on grantmaking operations, and they are seeking a Grant Operations Associate to manage the full lifecycle of grant operations. The role involves collaborating with various teams to ensure accuracy, integrity, and efficiency in grant processes while driving improvements and maintaining compliance.
Financial ServicesNon ProfitProfessional Services
Responsibilities
Serve as a primary point of operational ownership by monitoring Intercom and responding to inbound requests with sound judgment and efficiency
Monitor and process PayPal anti-fraud queues, applying consistent compliance standards
Process grants through Retool, including detailed compliance review and documentation checks
Lead stale grant remediation efforts, proactively resolving issues and reducing downstream risk
Maintain and oversee the organization database, including enrollment, data integrity, and conflict resolution
Serve as backup support for DAF transaction processing, ensuring continuity and accuracy during peak periods
Intake, scan, name, and route incoming mail to ensure timely processing and visibility
Verify receipt of grant agreements and upload documentation to appropriate SmartSimple repositories
Update grant payment statuses in SmartSimple using data from MineralTree, ensuring system alignment and accuracy
Process grants end-to-end with a focus on timeliness, compliance, and data quality
Monitor and manage the support mailbox, prioritizing requests and escalating issues as needed
Develop and maintain training guides, process documentation, and reference materials
Evaluate existing workflows, identify inefficiencies, and recommend practical improvements
Support broader client operations initiatives and cross-functional projects as assigned
Qualification
Required
Strong command of web-based and technical tools, including MS Excel, Salesforce, Adobe Acrobat, and other operational systems
Exceptional organizational skills with the ability to manage competing priorities and meet deadlines without losing accuracy
Strong analytical and technical aptitude, with comfort navigating multiple systems
Ability to work independently while remaining a strong, reliable team contributor
Confidence to identify problems, make recommendations, and drive solutions forward
Clear, concise written and verbal communication skills
High degree of accountability, initiative, and follow-through
Detail-oriented without losing sight of broader goals and timelines
Professional maturity, including openness to feedback and a continuous improvement mindset
Strong service orientation, diplomacy, and interpersonal judgment
A proactive, results-focused approach with a commitment to operational excellence
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
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
Preferred
Bachelor's degree preferred
Company
Foundation Source
Foundation Source philanthropic software and services to donors, nonprofits, professional advisors and enterprises.
Founded in 2000
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-09-13Acquired
Leadership Team
Estee Shor
Chief Operating Officer
Hannah Shaw Grove
Chief Marketing Officer
Recent News
Morningstar.com
2025-12-09
Company data provided by crunchbase