SantaAnaRecruiter Since 2001
the smart solution for Santa Ana jobs

Relationship & Operations Specialist

Company: Mission Edge San Diego
Location: San Diego
Posted on: April 1, 2026

Job Description:

The Role: 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 relationships, answering questions, optimizing systems and processes, and helping create scalable support to nonprofit projects nationwide. Your organizational and client support expertise as a Relationship & Operations Specialist will support our 60 fiscally sponsored projects, ensure smooth office operations, and play a vital role in our future growth by empowering our practice to scale so that our clients can better achieve their mission in an efficient and smooth manner. 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. What You Will Do: 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). Spearhead client onboarding and lead systems trainings and new client orientation. Leverage AI tools, automation platforms, and emerging technology to identify inefficiencies and design intelligent systems that take repetitive tasks off the team's plate. Develop and automate processes, data tracking, dashboards/reports, knowledge bases, and SOPs ? experimenting, iterating, and scaling what works. Ensure proper donor and full cycle grants management. Track, balance, prioritize and fulfill multiple requests and tasks at a time. Manage office and equipment inventories, order new supplies as needed. Tidying up/organizing the office on a regular cadence. Assist with local employee and client event and activity setup, supply ordering, inventory maintenance and preparation. Other projects and duties, as necessary. Desired Outcomes for this Role: Clients consistently share that they receive exceptional service, with their questions answered promptly and clearly .Clear and accessible record of client communications, requests, and data points is kept up to date. Consistently challenge the status quo by identifying pain points, designing AI-driven solutions, and iterating until they deliver real results. Understand the nuances of Mission Edge deeply enough to support current and prospective clients? needs with a varying degree of autonomy. Embrace a transparent and collaborative environment where both big picture concepts and small details are openly discussed. Readily embrace and gracefully navigate both client and internal team conflict. What You Will Bring: A passion for client success and customer support. 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. Demonstrated experience in process improvement. 2-3 years of work experience in a client facing role a plus. Demonstrated experience in relationship management is a plus. Experience in the nonprofit sector is a plus. Who You Are: You have empathetic, active listening skills to ask clarifying questions and always exude a people-first attitude. In the face of multiple tight deadlines or high demands, you remain steadfast and calm, ready to provide the highest quality support. You think in lists and love to organize the details, especially documenting processes. You love process improvement and creating efficiencies by leveraging technology and automation. You willingly take initiative. You can hear an end goal and then go figure out possible solutions without detailed instruction. You are thoughtful and solution oriented, understanding which situations may require extra attention. You are excited to learn how Fiscal Sponsorship plays a fundamental role in Mission Edge?s greater purpose and the overall growth of the nonprofit sector. Qualifications: 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. Excellent written and verbal communication skills. Collaborative team player who thrives in a fast-paced, evolving environment. Legally authorized to work in the U.S. Bonus Points For? 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. Comfort with data tracking, dashboards, and reporting. Perks & Benefits Flexible hybrid work environment Paid time off and paid holidays. Collaborative, mission-driven team that values your growth and contributions. Full-time position with pay ranging from $26-29 per hour depending on experience. Our Values Enjoy the Journey: We know lasting social change doesn't happen overnight, so we value the journey as much as the destination. Be Transparent: Honesty and openness are fundamental ? we share information and feedback early and often. Never Settle: We constantly reimagine what's possible, always looking for better ways to serve our community. Leverage Our Circle : We're humble and know we're not experts at everything, so we foster and lean on strong networks. Teach by Doing: Actions speak louder than words ? we model what we expect from our clients and ourselves. Mission Edge San Diego is an equal opportunity employer. All applications will be considered without regard to race, color, religion, national origin, gender identity, age, or other protected status.

Keywords: Mission Edge San Diego, Santa Ana , Relationship & Operations Specialist, IT / Software / Systems , San Diego, California


Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Santa Ana RSS job feeds