Senior Grant Agreement Specialist

National Philanthropic Trust
United States, Pennsylvania, Jenkintown
Oct 30, 2025
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 theirentrepreneurial spirit andtalents 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/DocuSign 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 DocuSign) 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 GuideStar, 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 standards of quality in documentation, data entry, and correspondence. Strong organizational and project management skills, including the ability to manage multiple priorities, track complex workflows, and meet deadlines in a fast-paced environment. Proactive and self-directed, with the ability to anticipate needs, exercise sound judgment, and effectively manage multiple priorities in a fast-paced, deadline-driven environment; flexibility in adapting to variable workloads, including periods of high volume, while keeping stakeholders well-informed. Process-oriented mindset with the ability to understand, document, and refine operational workflows to improve efficiency, accuracy, and user experience. Proficiency with CRM and workflow systems, such as Salesforce, and electronic signature tools like DocuSign; comfort navigating and maintaining large datasets and audit-ready documentation. Excellent written and verbal communication skills, with the ability to draft clear, concise, and professional correspondence and interact effectively with colleagues across Legal, Finance, and Relationship Management. Collaborative and service-oriented approach, demonstrating professionalism, discretion, and the ability to build productive relationships across departments. Sound judgment and integrity, particularly when handling confidential donor, financial, or legal information. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); ability to create polished and accurate documents, reports, and spreadsheets. Adaptability and continuous improvement orientation, with openness to learning new systems, processes, and best practices in grant administration and donor-advised fund operations. Knowledge of or interest in the philanthropic sector, particularly donor-advised funds, charitable compliance, and grants administration best practices, preferred. Education and Experience: Undergraduate Degree or equivalent experience required. 4-6 years of experience in grants administration, contract/agreements administration, legal operations, or a related role - ideally within a foundation, donor-advised fund sponsor, nonprofit grantmaking organization or university setting. Experience managing high-value, high-complexity donor or grant agreements. Strong experience with document management, CRM (Salesforce or similar), DocuSign (or equivalent e-signature systems), and advanced Microsoft Office skills (Excel, Word, PowerPoint).