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…

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