Client Services Officer

Client Services Officer

Starting Salary Range: $110,733 - $115,000 Annually

Biweekly $4,258.96 - $4,423.07

Full-Time, Exempt, Salary

This is an in-office position for the first 100 days. Requires in-office work five (5) days per week (Monday - Friday).

Following the first 100 days, staff have the flexibility to work two (2) days remotely. Mandatory in-office workdays are Tuesdays & Wednesdays.

***CCF IS A MANDATORY COVID-19 VACCINATION EMPLOYER***

Only candidates who reside in California and submit both a resume and a cover letter will be considered for this opportunity.

The Client Services Officer is a service-oriented grants professional responsible for managing complex grant activities across donor-advised, scholarship, and community-aligned funds while ensuring compliance, accuracy, efficiency, and a high-quality experience for donors, nonprofit partners, scholars, students, and internal stakeholders. This role serves as a subject-matter expert and trusted relationship manager, providing guidance on grantmaking policies and regulations, overseeing due diligence and grant processes, resolving complex issues, and supporting stakeholders throughout the grant lifecycle. The Client Services Officer also leads process improvements, strengthens data quality and reporting, supports the effective use of grants technology and systems, and collaborates across departments to develop innovative, efficient, and customer- and community-centered grant operations that advance CCF’s mission and priorities.

Key Responsibilities

• Manage the full lifecycle of standard and complex grants, including donor-initiated, discretionary, scholarship, and community-aligned grants, ensuring accuracy, compliance, timeliness, and data integrity.
• Serve as a trusted point of contact for donors, fund advisors, scholarship committees, students, nonprofit partners, and internal stakeholders, providing responsive guidance and resolving questions and issues.
• Oversee due diligence, grant structuring, recipient status reviews, purpose reviews, documentation, and process controls to ensure grants meet regulatory and CCF requirements.
• Provide subject-matter expertise on grantmaking, scholarship, and nonprofit regulations, translating complex policies and requirements into clear, practical guidance and workflows.
• Monitor and improve grant operations, identifying process gaps, bottlenecks, and opportunities to streamline workflows, reduce rework, and improve the client experience.
• Maintain accurate and reliable grant data, records, coding, and documentation while developing reports and presenting data-driven insights to support decision-making.
• Support the effective use of grants management systems and technology by developing training, job aids, templates, dashboards, and other resources for staff and stakeholders.
• Serve as an escalation point for complex, sensitive, and time-sensitive donor and grantee matters, balancing compliance, risk, relationships, and CCF’s mission.
• Collaborate with Finance, Legal, Office of Philanthropy, Policy and Advocacy, Community Investment and Engagement, Impact & Outcomes, and other teams to strengthen grant operations and service delivery.
• Provide training, coaching, and best-practice guidance to colleagues while supporting cross-functional projects, task forces, and organizational initiatives.
• Analyze and synthesize information from nonprofit partners and grant activity to develop meaningful reports, charts, and insights that support CCF’s grantmaking and institutional priorities.
• Represent CCF professionally with donors, nonprofit partners, community stakeholders, and external partners while maintaining a high standard of customer and community-centered service.

Qualifications

• Bachelor’s degree in Business, Public Administration, or a related field, or equivalent relevant experience.
• Minimum of four years of professional experience with a foundation, nonprofit, or public-sector agency.
• Minimum of four years of experience with advanced technology systems, including constituent relationship management, data management, grantmaking systems, and supplemental applications such as Salesforce, Docusign, JotForm, and AI tools.
• Demonstrated experience leading process improvements through the evaluation, refinement, and implementation of more efficient workflows.
• Strong knowledge of grantmaking, scholarship, and nonprofit regulations and best practices.
• Demonstrated ability to analyze, synthesize, and present data and insights through reports, charts, and other communications.
• Strong organizational and project-management skills, with the ability to manage complex and varied workflows, multiple stakeholders, and competing deadlines.
• Excellent interpersonal, verbal, and written communication skills, with the ability to communicate complex, sensitive, and controversial issues to diverse audiences.
• Strong customer- and community-centered approach, with the ability to balance policy, risk, relationships, and organizational priorities.
• Demonstrated critical-thinking, problem-solving, and systems-thinking skills, with the ability to identify root causes and implement sustainable solutions.
• Ability to work independently and collaboratively, adapt to changing teams and priorities, and influence cross-functional partners without direct authority.
• High level of integrity, discretion, professionalism, and composure when handling sensitive information, complex issues, and time-sensitive requests.

Skills, Knowledge and Abilities

• Strong organizational skills and attention to detail, with the ability to prioritize multiple demands, manage competing deadlines, and adapt to changing priorities.
• Excellent interpersonal, verbal, and written communication skills, with the ability to communicate complex, sensitive, and controversial issues to diverse audiences.
• Strong customer- and community-centered approach, with the ability to balance policy, risk, relationships, and organizational priorities while maintaining trust.
• Strong critical-thinking, analytical, and problem-solving skills, with the ability to evaluate multiple sources of information, identify root causes, and develop effective solutions.
• Ability to identify opportunities to improve systems, processes, workflows, and controls to increase efficiency, quality, and client service.
• Strong technology and data-management skills, with the ability to effectively use grants management systems, CRM platforms, reporting tools, and other technology applications.
• Strong knowledge of grantmaking, scholarship, nonprofit regulations, and best practices, with the ability to translate complex requirements into practical guidance and workflows.
• Ability to analyze, synthesize, and present data and information through clear reports, charts, and actionable insights.
• Ability to provide training, coaching, and guidance to colleagues and stakeholders on systems, processes, policies, and best practices.
• Ability to work effectively both independently and collaboratively across departments, teams, and changing project environments.
• Demonstrated initiative, intellectual curiosity, and a continuous-improvement mindset, with the ability to develop innovative approaches to operational and client-service challenges.
• Ability to manage complex relationships, sensitive issues, and time-sensitive requests with professionalism, sound judgment, discretion, and composure.

Employee Benefits:

California Community Foundation (CCF) is proud to offer a generous benefits package. Medical, Dental, and Vision insurance plans are provided at no cost for all full-time staff. CCF contributes 10% of all full-time employee's salaries into our 403b retirement plan. CCF subsidizes monthly transit passes for staff who commute via public transportation. CCF also offers an assortment of snacks available to all staff in our breakrooms, and an on-site fitness center.

After one year of service, all full-time employees are eligible for tuition reimbursement of up to $15,000 for higher education. CCF also offers a student loan repayment program of $100/month for all full-time employees after one year of service.

Equal Opportunity Hiring Statement:

The California Community Foundation (CCF) provides equal employee opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Disclaimer:

This description should not be construed to contain every function or responsibility that may be required to be performed by an incumbent in this job classification. This job description is intended to be general and will evolve over time. The description is subject to periodic updating. At management’s discretion, the employee may be assigned different or additional duties from time to time

To Apply

Please submit both your resume and a cover letter outlining your qualifications, relevant experience, and interest in the Client Services Officer.

*Only candidates who submit both a resume and a cover letter will be considered for this opportunity*