Senior Grant Agreement Specialist

Senior Grant Agreement Specialist

ABOUT NATIONAL PHILANTHROPIC TRUST

National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since that time, we have raised more than $80.2 billion in charitable contributions and currently manage $57.1 billion in charitable assets. We have made more than 930,000 grants totaling more than $37.7 billion to charities all over the world.

We rank among the largest grantmaking institutions in the United States.

Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and business.

At National Philanthropic Trust, we foster a welcoming environment for all. People are valued and respected for who they are—with opportunities to bring their entrepreneurial spirit and talents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.

The Opportunity

The Senior Grant Agreement Specialist is responsible for the end-to-end management of the grant agreement lifecycle for a select portfolio of NPT's largest and most sophisticated donors. This role is process-centric and demands an individual who excels in meticulous document control, compliance tracking, system management (especially CRM/Docu Sign workflows), and cross-functional collaboration (Legal, Finance, Grant Operations). The successful candidate will bring a background in grants administration (e.g., in a university, foundation, or philanthropic services setting) or contract/paralegal operations and will thrive in driving operational excellence and process improvement.

This role follows a hybrid work model, with two days onsite each week. Salary range is $80,000 - $85,000 plus 12% annual discretionary bonus.

Duties/Responsibilities:

Grant Agreement Lifecycle Management

• Serve as subject matter expert and key contact for grant agreements, facilitating the entire grant agreement process: drafting, coordinating review, executing, and closing out agreements and amendments for high-value donor-advised funds.
• Ensure all agreements align with donor intent, NPT's policies and procedures, and applicable charitable regulations.
• Serve as the key liaison to the Legal department: manage redlines, track comments, escalate issues, and ensure timely resolution and final execution.
• Coordinate execution of final documents by all parties; manage e-signature workflows (e.g., via Docu Sign) including routing, signature tracking, archiving, and alerting for missing signatures or delays.
• Maintain complete and accurate records of executed agreements, amendments, and related documentation.
• Take responsibility for project tracking and organization, monitoring deliverables and escalating issues when appropriate to maintain service continuity.
• Liaise with Grants team and wire team to ensure timely and accurate delivery of associated grant payments.
• Facilitate any needed amendments or No Cost Extensions requested for existing grant agreements.
• Conduct grantee research using search tools such as Guide Star, IRS publication 78, religious organization directories, and other tools, as necessary.

Systems & Documentation Management

• Create, update, and maintain records in Salesforce for grant agreements, amendments, recoverable grants, donor correspondence, and reporting deliverables.
• Develop, maintain, and enforce naming conventions, version control standards, filing protocols, and documentation practices.
• Generate and maintain dashboards, reports and log-sheets (e.g., payment schedules, reporting deadlines, post-award monitoring) for internal stakeholders and leadership.
• Monitor post-award compliance: track reporting deliverables, payment triggers, and milestones, and ensure that fulfillment is monitored and logged.

Process Improvement & Cross-Functional Collaboration

• Partner with Grants, Finance, Legal, and Relationship Management teams to streamline workflows, reduce bottlenecks, and enhance consistency across processes.
• Identify opportunities for automation, enhanced data integrity, improved experience for donors and grantees, and efficiencies in internal processing.
• Maintain and document standard operating procedures (SOPs), process maps, and best practices for grant agreement administration.
• Hold the highest level of regard for our donors and their charitable gifts/grants and strive to provide donors and grantees with a "best in class" experience.
• Support the tracking of departmental performance metrics and donor activity.

Required Skills/Abilities:

• Exceptional attention to detail and accuracy with a demonstrated commitment to producing error-free work and maintaining high…