Remote Grants & Compliance Specialist

CAF America; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

CAF America is seeking a Client Specialist I to manage day-to-day due diligence and risk management workflows for charity verifications and client program support. The role emphasizes timely processing, regulatory compliance, and quality client service within a remote-friendly team.

Reporting to the Assistant Director, Grants Services, you will support multiple CAF America clients and charity partners, ensuring adherence to KPIs and strong professional communications across all stakeholders.

Qualifications

• Bachelor’s degree or equivalent required.
• 1–2 years of relevant experience preferred.
• Background in due diligence, risk analysis, and/or compliance.
• Highly organized with strong attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Provide day-to-day support to CAF America clients and charity partners.
• Maintain professionalism and client-focused communication to meet SLAs.
• Support Grant Services with application management, due diligence, and risk assessment.
• Understand Donor Advised Fund regulations and application to CAF America’s workflows.
• Manage charity applications for standard risk levels and ensure timely processing.
• Communicate effectively with charities through CAF America’s due diligence processes.
• Assist with administrative responsibilities as needed.

Skills

Client relations

Communication

Organization

Education

Bachelor’s degree or equivalent

Tools

MS Office

MS Teams

Job description

CAF America is seeking a Client Specialist I to manage day-to-day due diligence and risk management workflows for charity verifications and client program support. The role emphasizes timely processing, regulatory compliance, and quality client service within a remote-friendly team.

Reporting to the Assistant Director, Grants Services, you will support multiple CAF America clients and charity partners, ensuring adherence to KPIs and strong professional communications across all stakeholders.