Teams at ImpactAssets

Support end-to-end grantmaking operations: process grant recommendations, conduct grantee due diligence, maintain DAF records, assist payments and reconciliation, respond to donor/advisor inquiries, and contribute to process improvements and special grant workflows.

Manage a portfolio of high‑value clients (HNW, family offices, foundations, corporates). Lead onboarding, coordinate multi‑party deliverables, maintain CRM and service operations, plan engagement strategies, escalate complex issues, capture client insights, and support referral and growth goals while improving processes and playbooks.

Lead and scale a high-performing client engagement team for institutional and UHNW clients. Own onboarding, escalation management, KPI frameworks, CRM adoption, client satisfaction (NPS), retention and expansion strategies, and cross-functional coordination to translate client needs into product and service improvements.