Housing Partnership Network

Operations

• Own end-to-end grant lifecycle management in Salesforce, including opportunity setup, award tracking, reporting, closeout, and required documentation.
• Lead grant kickoff processes by confirming deliverables, timelines, reporting requirements, internal ownership, and compliance needs.
• Manage a rolling 12-month proposal calendar with proactive deadline tracking, reminders, and risk escalation.
• Serve as the primary Salesforce administrator for Philanthropy, maintaining data quality across funders, prospects, grants, dashboards, reports, and workflows.
• Improve Salesforce fields, automations, and integrations in partnership with internal systems teams, including Salesforce, Power BI and SharePoint troubleshooting.
• Drive adoption of grant management processes across business lines.
• Coordinate with program, analytics, and finance teams to ensure grant compliance, reporting accuracy, budget alignment, and timely deliverables.
• Document funder interactions, cultivation activities, and reporting deliverables in Salesforce to support shared visibility and follow-through.
• Maintain an organized, accurate prospect pipeline with clear next steps and ownership.
• Conduct prospect research and prepare briefing materials for leadership.
• Draft and manage timely grant acknowledgment letters and stewardship communications.
• Support development of board reports, KPI dashboards, and philanthropy updates.

Philanthropy Operations and Grants Manager