Relationship & Operations Specialist

Mission Edge•San Diego, CA

8d•Hybrid

About The Position

Mission Edge is seeking a Relationship & Operations Specialist to support the Fiscal Sponsorship department in providing high touch support to our fiscally sponsored clients which operate projects under Mission Edge’s 501c3 umbrella. This person will play a crucial role in deepening client relationships, answering questions, optimizing systems and processes, and helping create scalable support to nonprofit projects nationwide. You will be one of the first people our clients turn to, and the person they trust to follow through. You will support our 70+ fiscally sponsored projects, ensure smooth office operations, and help our practice scale. You will work side by side with our Accounting, HR, and Fiscal Sponsorship teams to get clients clear answers quickly. Mission Edge operates on a hybrid model out of our Liberty Station, Point Loma office, a historic waterfront neighborhood packed with restaurants, coffee shops, art galleries, and more — the kind of place where you’ll actually want to come into the office.

Requirements

Minimum 1 year of experience in client service, operations, or a related field.
Comfortable working in technology platforms and leveraging AI.
Strong organizational and time management skills with high attention to detail, including the ability to prioritize competing client requests and reset those priorities as things shift.
Excellent written and verbal communication skills, including the ability to explain complex processes in plain language.
Collaborative team player who thrives in a fast-paced, evolving environment, comfortable sharing context and coordinating across Accounting, HR, and program staff.
Legally authorized to work in the U.S.

Nice To Haves

A passion for client success and customer support, and a track record of building long term working relationships.
Demonstrated hands-on experience with AI tools (e.g., ChatGPT, Claude, or similar) and automation platforms (e.g., Zapier, Make, or no-code equivalents), with an ability to quickly learn additional systems including G-Suite, Microsoft Office, Basecamp, Teamwork Help Desk, PEX, AdobeSign, Monday.com, and NetSuite.
A growth mindset with the ability to jump in, learn quickly, and operate with autonomy, and to adapt when priorities, systems, or client needs change.
Demonstrated experience in process improvement.
Comfort handling contracts and document workflows, including preparing agreements from templates, routing them for signature, and tracking them to completion.
2-3 years of work experience in a client facing role a plus.
Demonstrated experience in relationship management or account management, ideally supporting the same clients over months or years, is a plus.
Experience in the nonprofit sector is a plus.
Experience working in or with nonprofit organizations, preferably in a client facing role.
Familiarity with tools like Monday.com, Basecamp, Teamwork or similar platforms.
Prior experience building workflows, automations, or process templates, plus comfort with data tracking, dashboards, and reporting.
Experience supporting contract administration, e-signature platforms, or agreement tracking.

Responsibilities

Triage, respond, assign, follow up on and support requests from fiscally sponsored projects for HR, Accounting, and operational needs.
Support full cycle client relationship management (inquiry, application, onboarding, service fulfillment & check-ins, offboarding), building trust and rapport at every stage.
Own the drafting, execution, and tracking process for master service agreements for fiscally sponsored organizations and internal Mission Edge contracts, preparing agreements from approved templates and flagging non-standard requests for review.
Spearhead client onboarding and lead systems trainings and new client orientation, setting a welcoming and confident tone from day one.
Leverage AI tools, automation platforms, and emerging technology to identify inefficiencies and design intelligent systems that take repetitive tasks off the team’s plate.
Document what you build in dashboards, knowledge bases, and SOPs, iterating on what works.
Ensure proper donor and full cycle grants management.
Track, balance, prioritize and fulfill multiple requests and tasks at a time, using judgment about what is urgent, what can wait, and when to escalate.
Manage office and equipment inventories, order new supplies as needed.
Send bi-weekly payroll deadline reminders, working closely with the payroll processing team to ensure all timesheets are submitted by the deadline, and working with leadership to address any projects or individuals who miss the deadline on more than one occasion or cause off-cycle payrolls as a result of missed deadlines.
Other projects and duties, as necessary.