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4 results for Customer Success Coordinator in San Jose, CA

Customer Service Manager
  • Fairfield, CA
  • onsite
  • Contract / Temporary to Hire
  • 57.09 - 66.10 USD / Hourly
  • <p>We are looking for a Store Manager to join our team in Fairfield, California. This is a contract-to-permanent position within the wholesale distribution industry. The ideal candidate will oversee customer service operations, ensuring excellent service delivery and maintaining high standards of customer satisfaction. This role requires strong leadership and organizational skills to effectively manage teams, address customer needs, and contribute to the company’s success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage customer service teams to ensure consistent, high-quality customer interactions.</p><p>• Develop and implement strategies to improve customer satisfaction and resolve complaints effectively.</p><p>• Manage scheduling and staffing decisions to ensure adequate coverage and optimal service levels.</p><p>• Conduct regular training sessions to enhance team performance and ensure compliance with company policies.</p><p>• Oversee inventory management and ensure accurate tracking and replenishment of products.</p><p>• Monitor compliance with safety and security protocols, addressing any discrepancies promptly.</p><p>• Conduct market research to identify opportunities for improving customer service and understand competitor practices.</p><p>• Collaborate with loss prevention teams to safeguard company assets and reduce risks.</p><p>• Supervise merchandising efforts to maximize sales and ensure displays meet company standards.</p><p>• Address operational challenges by stepping into various roles as needed during peak times or staffing shortages.</p>
  • 2026-01-24T00:48:35Z
Program Manager II
  • San Francisco, CA
  • remote
  • Temporary
  • 50.00 - 60.00 USD / Hourly
  • <p>Join our dynamic team as a Senior Program Manager in Ads Product Marketing Operations and help drive high-impact business initiatives. In this pivotal role, you will lead the creation and scaling of efficient processes that empower our Product Marketing teams and contribute to our mission of helping millions discover new possibilities. If you are passionate about operational excellence, thrive in a fast-paced environment, and enjoy collaborating with diverse stakeholders, we want to hear from you.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage multiple strategic initiatives designed to increase operational efficiency and effectiveness across Ads Product Marketing.</li><li>Transform customer insights into actionable product and marketing priorities for roadmap consideration.</li><li>Champion and continuously improve Ads Product Marketing best practices, creating scalable systems and documentation.</li><li>Design and deliver team education programs to promote efficient collaboration for geographically distributed teams.</li><li>Pilot new programs leveraging technology and systems to accelerate team velocity and delivery.</li><li>Analyze and document existing channels, identify inefficiencies, and implement process improvements.</li><li>Report on project progress, developing and enhancing reporting mechanisms for all tools used by the team.</li><li>Establish and coordinate feedback channels (internal/external) to ensure advertiser needs are identified, captured, and prioritized.</li><li>Partner closely with product marketing teams to integrate customer perspectives into annual planning and key product development milestones.</li><li>Adapt to new projects dynamically, developing solutions in fast-moving environments.</li></ul>
  • 2026-02-05T23:43:40Z
Associate - Emerging Wealth Management Firm
  • San Ramon, CA
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Wealth Management Associate</strong></p><p><strong>Client‑Focused | Analytical | Growing Firm Environment</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach.</p><p>This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time.</p><p><br></p><p><strong>About the Role</strong></p><p>As a <strong>Wealth Management Associate</strong>, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items.</p><p>Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Join client meetings, take notes, and manage follow‑up action items</li><li>Provide high‑level client communication and relationship support</li><li>Support onboarding of new clients and ongoing relationship development</li><li>Act as a project manager to help Senior Advisors execute on business‑unit priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM workflows, updates, and task tracking</li><li>Handle account paperwork, transfers, updates, and custodian communication</li><li>Coordinate with broker‑dealers and external partners</li><li>Prepare meeting agendas, client presentations, and supporting documents</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review client financial documents for planning accuracy</li><li>Track planning‑related tasks and update workflows as needed</li><li>Identify opportunities to improve financial planning processes</li><li>Assist with insurance proposals (life, disability, long‑term care)</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Analytical thinkers who enjoy solving complex problems</li><li>Individuals who take ownership and “lean in” to challenges</li><li>Professionals who value accuracy, high standards, and operational excellence</li><li>Team‑oriented communicators who appreciate a supportive and growing environment</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full wealth‑management process</li><li>Future opportunities to work directly with clients as an advisor</li><li>Strong emphasis on work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
  • 2026-01-22T15:34:06Z
Librarian
  • Mare Island, CA
  • onsite
  • Temporary
  • 32.00 - 35.00 USD / Hourly
  • <p>Robert Half's client on Mare Island in California is seeking a librarian on a temporary basis. This temporary librarian role is anticipated to last 6 months.</p><p><br></p><p>Librarian Duties Include:</p><ul><li>Provide instruction, reference services, collection development, and systematic review support for students and faculty in the College of Osteopathic Medicine, School of Nursing, Diagnostic Medical Sonography, and Radiologic Technology programs.</li><li>Coordinate and deliver library orientations, class instruction, and maintain online research aids for assigned health sciences programs.</li><li>Support faculty research and systematic review needs in specific departments, including Clinical Sciences, Community Health, Clinical Education, Academic Affairs, and Graduate Medical Education.</li><li>Serve as Outreach Librarian by organizing library events and programs, collaborating with special campus groups such as the HCOP Academy and Student Success Department, and participating in community outreach.</li><li>Participate in the selection, purchase, and renewal of databases and journals in collaboration with the Library Director and other librarians.</li><li>Serve as backup for Interlibrary Loan and provide general library instruction and reference services, including some evening hours as needed.</li><li>Stay current in the profession through conferences, workshops, scholarship, and research, and contribute to the field of librarianship relevant to position duties.</li><li>Attend campus meetings and function as a faculty member representing the Library within the university community.</li></ul><p>If you are interested in this librarian role, please submit your resume for consideration today!</p>
  • 2026-02-06T00:34:00Z