Grants Officer

LOCATION: San Francisco, CA, Washington, D.C., Remote 

FULL/PART TIME: Full-time, Exempt 

REPORTS TO: Head of Grants 

POSITION SUMMARY 

The Grants Officer works closely with the Grants Team to implement and improve grants management policies and procedures. This position will lead grantmaking compliance and quality assurance standards and train program staff on appropriate procedure. 

KEY RESPONSIBILITIES 

Grants Management: 

• Lead grantmaking compliance: identify process improvements; develop policies and procedures, trainings, and materials to ensure grant applications and reports comply with foundation standards and IRS regulations
• Educate staff on compliance and grants management procedures; develop and conduct training presentations; identify and develop tools and resources 
• Stay abreast of current IRS regulations and any laws or rulings that may impact foundation grantmaking
• Oversee grant reporting and closure protocols, ensuring reports are on-track and submitted materials are compliant prior to close
• Contribute to Grants Team development, execution, and evaluation of strategic grants management plan to meet and support the needs of multiple stakeholders including CI leadership, staff, and grantees
• Conduct an extensive review of grant application materials to ensure items meet foundation standards and are compliant; advise stakeholders on grant structure and language, consulting with legal counsel as needed
• Review, draft, and finalize grant agreements, working in partnership with legal counsel, Grants Manager, and Initiative Directors to ensure new and complex grantmaking scenarios are addressed with appropriate language 
• Ensure data integrity and accuracy within all grants and contracts management systems, reports, and tools
• Support general grants management processes as needed, including but not limited to, answer stakeholder questions, generate reports, provide grants status updates, share grant deadlines, and manage grants data and documents in appropriate systems 

Grants Team Cross-Coverage and Support:

• Provide backup support for team projects and processes such as managing the grants inbox, responding to grant information requests, and updating grants and contract information in appropriate systems
• Contribute to the development of the Grants Team, generating and implementing ideas and materials, and managing team projects and timelines as an integral member of the team
• Lead and mentor a Grants Associate on the grants management process by providing regular guidance and feedback  

SKILLS & EXPERIENCE 

• 5+ years of experience in a grants management or philanthropic/legal operations role, including 2 years as a grants officer or grants manager
• Experience developing policies and procedures for grant compliance throughout the grants lifecycle (application to reporting), preferably in a complex, multifaceted, nonprofit environment
• Advanced knowledge of IRS regulations that apply to 501(c)3 public charity and private foundation grantmaking; experience reviewing a high volume of grant applications and reports for completeness and compliant language
• Experience working with legal counsel advising program staff on grant structure, language, and budgets
• Developed and led trainings on grantmaking and compliance standards both 1:1 and in groups
• Experience leading or managing a small team with demonstrated leadership and project management skills; ability to effectively manage direct reports and stakeholders through a process
• Ability to understand complex processes and procedures, and disseminate information 
• Effective and flexible interpersonal, verbal, and written communications skills
• Technical skills: intermediate or advanced skills using Microsoft Excel, Word, PowerPoint, and Outlook, familiarity with Dropbox, Zoom, and Slack preferred
• Experience developing and managing customized grants management systems, Salesforce experience strongly preferred
• Team player, with a commitment to working on a diverse team, respecting cultural sensitivity and differences 
• Deep interest, passion, and commitment to mitigating climate change 

WORK ENVIRONMENT & PHYSICAL REQUIREMENTS 

This role is done primarily in an office environment. An employee must be able to satisfy the following physical requirements with or without a reasonable accommodation:

• Remain in a stationary position (at a desk) for at least 75% of the day 
• Use hand and fingers to type  
• Frequently communicate via phone or video and email and must be able to communicate using those methods. 

This description reflects essential functions, it does not prescribe or restrict the tasks that may be assigned.  

SALARY    

We provide a salary commensurate with qualifications and experience. The target national salary range is $100,000 to $110,000 with adjustments made for people in higher-expense markets, i.e. the San Francisco Bay Area, New York City, and Washington D.C. Equity is incredibly important to the organization, and a pay audit for equity is completed annually.