Grants Associate

ORGANIZATION:

Fidelity Foundations

ABOUT THE ORGANIZATION:

The Fidelity Foundations are a group of private foundations that fund a diverse set of programs on a national scale. The Foundations are committed to advancing the long-term vibrancy of communities through capacity-building investments in non-profits from across arts and culture, education, conservation, medical science, and economic opportunity. We have a deep history of funding organizations in Boston and New England for over 50 years. We also support non-profits that strengthen the communities in other regions of the country where Fidelity Investments employees live and work.

Today, the Foundations are at an important and exciting stage in our organizational history, having grown and evolved in recent years. As our strategies and organization continue to develop, we are seeking individuals with skills and expertise that support the advancement and execution of a long-term portfolio of significant and strategic philanthropic investments.

As a capacity-building funder, the Foundations seek to make catalytic, lasting investments in non-profits at strategic inflection points and support projects that substantially enhance their impact and sustainability. Our values of excellence, integrity, respect, collaboration, and a deep sense of humility guide our grantmaking which is executed quietly, and most grants carry external anonymity.

ABOUT THE POSITION:

As a critical member of the Foundations’ Grants Management team, the Grants Associate is responsible for supporting grants management operations as well as providing technical and project management support to the Foundations Salesforce-based grants system. Reporting to the Director of Grant Operations and supporting all team members, the Grants Associate will contribute to process improvements and enable smooth execution of logistics, workflows, and projects for the Grants Management team.

Additional responsibilities include, but are not limited to the following:
Manage projects and workflows for the grants management team, including liaising and coordinating with other teams within the Foundations, participating in meetings, taking notes, maintaining project plans and records, and executing follow-up tasks.
Support Salesforce Grants System Manager to ensure Salesforce documentation is current and accurate.
Coordinate Grants Management (“GM”) team meetings and agendas including taking notes and identifying and tracking action items.
Monitor GM Team’s SharePoint-based internal site to ensure fresh content, removing outdated information as needed and managing an “editorial calendar” for the GM team.
Manage GM Team’s Files in SharePoint.
Manage templates in Salesforce by making changes provided by Director of Grant Operations and testing any revised templates.
Support data management such as updating contacts and organization information.
Serve as a point person for the bank wire verification calls.
Provide User Testing in Salesforce for any new enhancements, with guidance from Salesforce Grants System Manager.
Respond to, or redirect, general inquiries from the Foundations’ multiple public-facing email inboxes.
Support Grants Managers to ensure Grants Management process documentation reflects latest revisions.
Other duties as assigned.
CANDIDATE REQUIREMENTS:

It is critically important that the Grants Associate be a highly collaborative and collegial team player who listens and communicates well.

To be considered, candidates will possess a majority of the following professional and personal attributes and competencies:

A minimum of 3 years of related work experience
Project management experience; professional certification in project management preferred (alternatively, a willingness to obtain certification)
Enterprise database system experience strongly preferred (Salesforce experience a plus)
Demonstrated critical thinking skills; ability to assess information to draw sound conclusions
Strong written and verbal communication skills, suitable for internal and external audiences
Commitment to excellent customer service
Curiosity, willingness to learn new systems, concepts and processes and ability to distill and communicate information to team
Ability to multi-task and work flexibly and creatively within a fast-moving, changing, and complex environment
Sound judgment, integrity, humility, and respect for confidentiality

This position will be based in Boston, MA on a hybrid schedule with a weekly requirement to work in-person with colleagues; successful candidates will need to undergo a comprehensive background check.

COMPENSATION AND BENEFITS:

The Fidelity Foundations offers a competitive salary commensurate with experience, an annual performance-based bonus, and a comprehensive benefits package.

The Fidelity Foundations are committed to creating an equitable and inclusive professional environment. We encourage applications from candidates with a diversity of backgrounds, experiences, and perspectives.
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