The Grant Operations Associate plays a critical role in ensuring the accuracy, integrity, and efficiency of grantmaking operations across multiple business verticals. This role is ideal for someone who enjoys owning complex operational workflows, bringing order to high-volume processes, and driving improvements that scale. 

You will manage the full lifecycle of grant operations—from setup through reporting and closeout—while partnering closely with program, finance, compliance, and client-facing teams. Success in this role requires strong judgment, comfort with accountability, and the ability to balance strategic thinking with precise execution. 

This is a highly visible operational role for someone who thrives in environments that reward initiative, structure, and leadership through action. 

DAF / Charityvest Support (90%)

• 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 

PFS & Giving Place Support (5%)

• Intake, scan, name, and route incoming mail to ensure timely processing and visibility 
• Monitor and manage the support mailbox, prioritizing requests and escalating issues as needed 

Additional Duties & Special Projects (5%)

• 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 

Requirements

• Bachelor’s degree preferred 
• 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 

Job Requirements for 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. 

The software quality assurance (SQA) engineer is responsible for monitoring every phase of the development process to ensure that the design and software adhere to company standards and that software products are developed and released with the highest level of quality possible. The ideal candidate possesses advanced technical and people skills, enjoys being hands-on, has a strong business sense, is a creative and logical thinker who eagerly tackles new projects as they arise, a quick study, willing to go the extra mile, and has a strong desire to succeed personally and as part of a growing business. This role reports to the Engineering Manager.

Key Responsibilities

• Create and maintain test cases, verify new code, full regression testing including system interfaces and implementation of releases.
• Test both new and existing Foundation Source front-end and Administration applications.
• Enter and follow up on issues using the Foundation Source Issue Tracking system.
• Participate in the investigation and resolution of user-reported product technology issues. Work closely with the Financial Operations and Client Services departments.
• Participate in the review of QA procedures and processes and the development of QA metrics for assessing the quality of delivered application software.
• Review functional specifications and design documents as they relate to the quality assurance process.
• Perform regression testing and participate in the testing of emergency bug fixes, patches, and major product releases.

Requirements

• 5+ years prior QA experience testing software applications
• Agile process experience
• BA/BS in a technology discipline
• Solid working knowledge of the Software Development Life Cycle and of QA processes and procedures. Has participated in process improvement initiatives.
• Well organized, technically proficient with a strong attention to detail
• Good troubleshooting skills and ability to apply logic to determine the nature of problems, the steps to reproduce them and recommend action plans to resolve them
• Jira experience, PMI certification a plus

Job Requirements for 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. 

The Junior Project Manager (Engineering) will support the planning, execution, and reporting of engineering-driven initiatives across all groups and teams. This role focuses on tracking dependencies, managing technical debt visibility, coordinating across engineering, product, compliance, and release management teams, and ensuring accurate, timely project reporting. 

Key Responsibilities:

Project Coordination & Delivery

• Support multiple engineering projects simultaneously, tracking timelines, milestones, risks, and dependencies  
• Ensure project plans are up to date and reflect current priorities and resource constraints  
• Identify and escalate delivery risks, blockers, and cross-team dependencies early  

Engineering Standups & Communication

• Attend daily standups for all engineering teams 
• Capture and distribute clear notes on decisions, blockers, action items, and ownership 
• Follow up with teams to ensure action items are progressing 

Technical Debt Management

• Maintain a centralized view of technical debt items across engineering teams 
• Work with Engineering Managers to ensure technical debt is documented, visible, and prioritized 
• Track progress and report on technical debt trends and resolution status 

Reporting & Metrics

• Produce bi-weekly project status reports covering: progress against milestones, risks and blockers, and dependencies and changes in scope 
• Collect monthly metrics from Engineering Managers and Product Managers 
• Consolidate data into engineering delivery and performance insights 
• Create a monthly executive summary highlighting progress, risks, achievements, and upcoming priorities

Tools & Process Management

• Own and maintain a centralized project management tool (e.g., Jira, Asana, Monday, Azure DevOps) 
• Ensure data accuracy, consistency, and adoption across teams 
• Continuously improve project tracking and reporting processes 

Release Management Coordination

• Work closely with the Release Management team to ensure alignment across all engineering teams 
• Track release timelines, dependencies, and readiness across projects 
• Ensure project plans and status reports reflect upcoming releases and release constraints 
• Help coordinate communication around release milestones and changes 

Compliance & Cross-Functional Alignment

• Partner with the Compliance team to track compliance-related initiatives and requirements 
• Ensure compliance work is prioritized appropriately against product and engineering roadmaps 
• Track compliance deliverables and dependencies alongside product requirements 

Requirements

Core Skills

• Strong organizational and time-management skills 
• Excellent written and verbal communication 
• Ability to synthesize technical and non-technical information into clear summaries 
• Comfort working across multiple teams and priorities 
• Strong Project Management software knowledge 

Technical & Project Skills

• Basic understanding of software development lifecycles (Agile/Scrum preferred) 
• Familiarity with project and release tracking tools (Jira, Confluence, etc.) 
• Ability to manage dependencies, risks, and technical debt 

Experience

• 0–2 years of experience in project coordination, program management, engineering operations, or a related role 
• Experience working with engineering or technical teams preferred 

Key Success Metrics (KPIs)

• Timeliness and accuracy of bi-weekly project status reports 
• Visibility and prioritization of technical debt items 
• Alignment between project plans and release schedules 
• Adoption and accuracy of centralized project management tools 
• Quality and clarity of monthly executive summaries 

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 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. 

The Private Client Advisor (PCA), Premier Services Team, reports to a Director of Client Services and plays a key role in supporting a dynamic portfolio of private foundation clients. This role offers the opportunity to partner closely with an experienced Director while progressively taking ownership of a defined client base, allowing the PCA to expand responsibility and influence over time. 

PCAs on the Premier Services Team work side-by-side with Directors and seasoned client advisors to help private foundation clients navigate both the philanthropic and administrative aspects of their work. The PCA is encouraged to think proactively, adapt quickly to evolving client needs, and help shape tailored solutions that enhance each client’s experience with Foundation Source. 

This role is ideal for someone who enjoys variety, problem-solving, and building trusted relationships. The PCA maintains regular, direct contact with clients and their advisors—responding to requests, anticipating next steps, and customizing services to deliver a high-touch, forward-thinking client experience. Success in this role comes from initiative, flexibility, and a drive to continuously improve how clients are supported. 

Client Relationship Stewardship (30%)

• Support the company’s largest and most complex private foundation relationships. 
• Respond to client inquiries with care, clarity, and precision across email, phone, and video communications. 
• Provide relevant insights and updates to proactively support client success and long-term engagement. 
• Support client retention goals by consistently delivering high-value, trustworthy service. 

Operational Oversight & Cross-functional Coordination (30%)

• Own key administrative and compliance processes, ensuring each foundation meets its legal and reporting obligations with accuracy and consistency. 
• Collaborate across grantmaking, tax, legal, and technology teams to deliver integrated, end-to-end client support. 
• Balance speed and precision by managing timelines, details, and processes while adapting to changing client or regulatory needs. 

Client Onboarding & Education (30%)

• Guide new foundation clients through onboarding, customizing our Impactfully platform and services to align with their goals and operating style. 
• Act as a trusted resource on private foundation regulations, best practices, and Foundation Source’s growing suite of solutions. 
• Help clients navigate change, growth, and new opportunities by offering practical, informed guidance. 

Professional Development & Process Improvement (10%)

• Continuously deepen your expertise in philanthropy, nonprofit compliance, and Foundation Source tools and services. 
• Identify opportunities to improve workflows, enhance client experiences, and increase efficiency. 
• Partner with internal teams to evolve systems and processes in ways that support innovation while maintaining high standards of accuracy. 

Requirements

• 2 + years in a client-facing, administrative, or compliance support role—ideally within philanthropy, financial services, or a family office. 
• Experience in a high-accountability, professional services setting preferred. 
• Bachelor’s degree or equivalent professional experience required. 
• A methodical, service-oriented mindset with strong organizational skills and attention to detail. 
• Strong written and verbal communication skills with a professional, composed tone. 
• Natural curiosity and a desire to build subject-matter expertise in philanthropy, compliance, and operations. 
• Comfort with structure, deadlines, and multitasking across a portfolio of clients. 
• Proficiency in Microsoft Office and the ability to learn internal platforms and client tools. 
• High integrity and a deep respect for confidentiality in client interactions. 

Job Requirement for 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.