The Grants Assistant plays an essential role on the Pacific Foundation Services Grants Management team, supporting the end-to-end grant lifecycle for client foundations with precision, consistency, and care. This is a role built for someone who takes genuine pride in doing things right — someone who finds satisfaction in well-executed processes, accurate data, and reliable follow-through that the whole team can count on. 

The ideal candidate is dependable, thorough, and collaborative — someone who thrives in a structured environment with clear expectations, brings a calm and steady presence to their work, and is motivated by contributing meaningfully to a team and the clients it serves. This position supports a minimum of two clients, with additional support across the broader PFS portfolio and select operations activities as business needs arise. A genuine interest in the nonprofit and philanthropic sector is strongly preferred. As a critical member of the PFS team, attendance in the PFS office is an essential function of this job. 

Key Responsibilities:

Grantmaking Operations Support (40%)

• Support grants managers by preparing, compiling, and printing client materials; verifying compliance; and generating grant documents and payments — with careful attention to accuracy and process at every step. 
• Input grant information into the grants management database and other systems with a high degree of precision, including verifying grantee eligibility and contact information. 
• Maintain organized, complete digital client files, including grant agreement documentation. 

Client Service & Grantseeker Support (35%)

• Host onsite client meetings; update and maintain meeting schedules; take meeting minutes as needed — representing the team with professionalism and care. 
• Coordinate logistics for on-site and off-site meetings, including space rental, catering, travel arrangements, technology setup, and room preparation — managing each detail reliably so nothing falls through the cracks. 
• Manage a shared inbox to respond to technical support inquiries from applicants across all clients; assist with maintenance of client websites. 

Team Collaboration & Operations Support (25%)

• Manage and track assigned tasks using team project management tools (e.g., Asana), including updating task status, communicating progress, and collaborating with team members to ensure deadlines are consistently met. 
• Proactively seek opportunities to support team members; work with your supervisor to monitor workload and capacity, and step in where the team needs you most. 
• Assist the Operations Department with facilities and office management as needed. 
• Participate in Grants Management team meetings and professional development opportunities; assist grants management and operations staff as requested. 

Requirements

• Minimum of one year of administrative experience in philanthropy and/or the nonprofit sector, or two years in any administrative capacity — with a track record of reliable, high-quality work
• Highly organized and detail-oriented, with a methodical approach to managing tasks, documentation, and data from start to finish
• Proven ability to follow through on responsibilities with accuracy and care, consistently meeting deadlines without sacrificing quality
• Comfortable working within established systems and processes, and capable of managing multiple assignments while maintaining a steady, dependable pace
• A collaborative team player who contributes positively to the work environment and steps in to support colleagues when needed
• Excellent interpersonal and customer service skills, with a warm, professional, and tactful communication style across a range of stakeholders
• Strong written communication skills, including the ability to draft clear, accurate correspondence and proofread materials with a careful eye
• Proficiency in Microsoft Office and database programs, with the ability to learn new systems and apply them consistently
• Comfortable and respectful when working with people from a range of backgrounds, including nonprofit board members, foundation staff, and grant applicants with diverse perspectives and lived experiences
• Genuine interest in the Bay Area community and the nonprofit sector

Job Requirements for Hybrid Work Environment:

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. 

Hybrid Work Commitment: Must be able to reliably commute to the office 2 days per week (including Tuesday) and meet in-person collaboration requirements as needed. 

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.    

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Position Overview:

This role is built for someone who wants ownership. You'll be given a territory and the autonomy to run it — identifying and closing large-scale enterprise deals, building relationships with senior decision-makers, and growing our existing client base. It's a role with real accountability and real upside for the people who like both. 

What Success Looks Like:

• You consistently hit or exceed revenue targets 
• You're comfortable and credible in front of senior executives 
• You build trust quickly and manage long, complex sales cycles with confidence 
• You're self-directed and take initiative without needing much oversight 

Key Responsibilities:

Business Development (80%)

• Take the lead in identifying large-scale enterprise opportunities within your assigned territory or vertical. 
• Build strategic relationships with senior executives, decision-makers, and influencers within prospective organizations. 
• Understand each client's business objectives and challenges, and position our solutions accordingly. 
• Deliver tailored, compelling product demos and pitches. 
• Manage complex sales cycles from lead generation through contract negotiation and close. 
• Develop and execute your own strategic account plans to meet and exceed revenue targets. 
• Sharpen your positioning on value, pricing, and competitive differentiation. 
• Build referral relationships through events, speaking engagements, and industry networking. 
• Grow your expertise in the philanthropic and nonprofit sector. 

Account Development (15%)

• Identify growth opportunities within your existing client base. 
• Manage accounts strategically to drive continued expansion. 

Sales Planning and Operations (5%)

• Maintain an accurate, up-to-date pipeline and forecast in Salesforce. 
• Generate proposals and contracts to close deals efficiently. 
• Manage your sales cadence to keep opportunities moving through the funnel. 
• Partner with marketing, customer success, and product teams as needed to support client satisfaction and retention. 
• Stay current on industry trends, the competitive landscape, and our product offerings. 

Other Duties: This job description reflects the general nature and level of work expected of this position and is not intended to be an exhaustive list of all duties, responsibilities, and skills required. Employees in this exempt position are expected to perform other duties as assigned, consistent with the primary responsibilities, exempt status, and general scope of the role. The company reserves the right to add, modify, or reassign duties at its discretion, with or without notice. 

Requirements

Desired Knowledge, Skills & Abilities:

• At least 5 years of enterprise sales experience with a consistent track record of meeting and exceeding targets in a high-growth environment (SaaS or technology preferred). 
• Established network and experience engaging C-suite and senior executives at large organizations, with the ability to deliver confident, persuasive executive-level presentations. 
• Skilled at managing long sales cycles, complex deal structures, and multi-stakeholder negotiations — ideally with enterprise software solutions. 
• Self-motivated with a strong sense of urgency, comfortable moving fast and staying focused under pressure. 
• Comfortable using CRM tools (e.g., Salesforce, HubSpot) to manage pipeline and sales activity, with strong analytical and strategic thinking skills. 
• Collaborative when it counts — able to work with internal teams to sharpen strategy without losing ownership of the deal. 
• Bachelor's degree in business, marketing, or a related field preferred. 

Travel Required:

• Ready to travel up to 40% domestically to keep the pulse on market trends and connect with clients face-to-face. 

Job Requirements for Hybrid or Remote Work Environment:

• 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.    

An Equal Opportunity Employer:

• We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Position Overview:

The Client Accounts Payable Coordinator plays a critical role within Client Operations, serving as a precise and reliable steward of the financial transactions that keep our client foundations running smoothly. This is a role built for someone who takes accuracy seriously, thrives in a structured environment with clear processes, and finds genuine satisfaction in getting the details exactly right — every time. 

The ideal candidate brings administrative and foundational payable or accounting experience, paired with an exceptional eye for detail and the discipline to manage high transaction volumes without sacrificing quality. You communicate with clarity and professionalism, take ownership of your work, and are motivated by the mastery of your craft rather than the spotlight.  

Key Responsibilities:

Transaction Processing (80%)

• Review and process expense and grant payments via check, wire, and ACH 
• Submit EFTPS enrollments and tax payments 
• Send transfer requests and process bank transfer files 
• Review daily disbursement account activity and match to pending transactions 
• Manage the full check lifecycle — send check files, print checks, and mail checks 
• Process void check requests with precision 
• Submit daily Positive Pay files to financial institutions and review check exceptions 
• Provide pricing review input 
• Deposit client checks and record deposits accurately 
• Deliver accurate daily end-of-day reporting including check, wire/ACH, and EFTPS payment counts 

Client Communications & Research (20%)

• Research and resolve disbursement discrepancies with a methodical, fact-based approach 
• Support client requests with clear, professional, and timely communication 

Requirements

Desired Knowledge, Skills & Abilities:

• Exceptional attention to detail and commitment to accuracy — you catch what others miss 
• Highly organized and self-disciplined, with the ability to prioritize and manage high volumes in a fast-paced environment 
• Strong analytical and problem-solving skills; methodical in approach and thorough in execution 
• Clear and professional written and verbal communication skills 
• Solid understanding of standard business and office practices 
• Strong proficiency in Microsoft Office Suite, particularly Excel 
• Ability to work both independently and collaboratively, contributing reliably to a team 
• Absolute discretion and commitment to maintaining confidentiality 

Job Requirements for In-Office Work Environment:

Work Commitment: Must be able to reliably commute to the Fairfield office 5 days per week and meet in-person collaboration requirements as needed. 

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.    

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.