Hybrid Client Success & Operations Lead

Mission Edge; San Diego (CA); Hybrid; USD 36,000 - 40,000; Full time

Benefits offered by this job

Hybrid work

Paid time off

Paid holidays

Growth opportunities

Job summary

Mission Edge is seeking a Relationship & Operations Specialist to support the Fiscal Sponsorship department, serving 70+ projects and optimizing systems for scalable client support. You will collaborate with Accounting, HR, and Fiscal Sponsorship to deliver timely, high-quality service in a hybrid San Diego office environment.

The role emphasizes onboarding, drafting agreements, and leveraging AI/automation to improve workflows while ensuring donor and grants management processes run smoothly.

Qualifications

• Demonstrated hands-on experience with AI tools (e.g., ChatGPT, Claude, or similar) and automation platforms (e.g., Zapier, Make, or no-code equivalents).

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).
• Own drafting, execution, and tracking for master service agreements and internal contracts.
• Spearhead client onboarding and lead systems trainings and new client orientation.
• Leverage AI tools, automation platforms to identify inefficiencies and design intelligent systems; document dashboards, knowledge bases, and SOPs.
• Ensure proper donor and full cycle grants management.
• Track, balance, prioritize and fulfill multiple requests, using judgment on urgency.
• Manage office and equipment inventories, order supplies.
• Send bi-weekly payroll deadline reminders and coordinate with payroll team.
• Other projects and duties, as necessary.

Skills

AI tools

Automation platforms

G-Suite

Microsoft Office

Basecamp

Teamwork Help Desk

PDX/PEX

AdobeSign

Monday.com

NetSuite

Tools

G-Suite

Microsoft Office

Basecamp

Teamwork Help Desk

PEX

AdobeSign

Monday.com

NetSuite

Job description

Mission Edge is seeking a Relationship & Operations Specialist to support the Fiscal Sponsorship department, serving 70+ projects and optimizing systems for scalable client support. You will collaborate with Accounting, HR, and Fiscal Sponsorship to deliver timely, high-quality service in a hybrid San Diego office environment.

The role emphasizes onboarding, drafting agreements, and leveraging AI/automation to improve workflows while ensuring donor and grants management processes run smoothly.