Sales Administrator providing administrative support to Coates' North Business Unit sales team. Managing reporting, customer information, and compliance processes in a supportive team environment.
JF
Hybrid Director – Fund Administration
Posted 2 months ago
About the role
- Director of Fund Administration leading gifts and grants operations for the Jewish Federation Bay Area. Collaborating with teams to drive operational excellence and modernization.
Responsibilities
- The (Senior) Director of Fund Administration leads gifts and grants operations, ensuring exceptional donor service, efficient workflows and full regulatory compliance.
- This role oversees a team responsible for supporting ~1,100 funds and philanthropic vehicles and administering 10,000+ grants annually.
- Partnering closely with Philanthropy, Finance, Data Operations, and IT, this leader drives operational excellence and modernization through Salesforce-based grants management, NetSuite fund accounting, and a donor portal.
- The role reports to the Chief Operations Officer.
- Oversee end-to-end grants management and gift processing across all fund types and ensure compliance with IRS regulations, internal policies, and best practices.
- Set service standards and donor interaction models to deliver accurate, timely, high-quality support.
Requirements
- Experience using Salesforce
- Demonstrated track record of successfully streamlining and automating processes
- Experience managing an operational environment positioned for scale and optimization
- Enthusiasm for leveraging AI and emerging technologies to drive efficiency and maximize productivity
- Experience creating and analyzing production reports to understand volume trends, capacity constraints, and workforce planning needs
- Bachelor’s degree
- 10+ years of relevant experience including 3+ years of progressive leadership experience.
Benefits
- Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.
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