<p><strong>Job Title: Sr. Salesforce Developer (Agentforce & LLMs)</strong></p><p><strong>Location:</strong> Remote (U.S. Based) or Hybrid (Chicago/Vernon Hills, IL) <strong>Compensation:</strong> $104,000 – $156,000 + Bonus <strong>Industry:</strong> Financial Services / Fintech</p><p><strong>Are you ready to build the future of "Agentic" workflows?</strong></p><p>We are seeking a high-performing <strong>Sr. Salesforce Developer</strong> to join a "best-in-class" digital squad for one of the fastest-growing credit unions in the U.S. This isn’t a maintenance role; you will be at the ground floor of an aggressive AI transformation, architecting and deploying autonomous agents that redefine the member experience.</p><p>Our client treats IT as a strategic partner—not a cost center. With an ever-increasing digital budget and a "big swing" approach to technology, this is the place for a developer who wants to move beyond standard CRM work and lead the charge in <strong>Agentforce</strong> and <strong>Large Language Models (LLMs)</strong>.</p><p><strong>The Mission:</strong></p><ul><li><strong>Hands-on Implementation:</strong> Design and deploy bespoke autonomous agents using <strong>Salesforce Agentforce</strong>.</li><li><strong>AI Orchestration:</strong> Apply prompt engineering and agentic frameworks to drive precise business outcomes.</li><li><strong>Full-Stack Salesforce Dev:</strong> Build and optimize Data Cloud integrations, Apex, LWC, and Flow to support secure, agentic workflows.</li><li><strong>Consumer-Facing Impact:</strong> Focus on external, consumer-facing use cases that directly impact financial freedom for members.</li></ul><p><br></p><p><strong>Why Join This Team?</strong></p><ul><li><strong>Cutting-Edge Tech:</strong> Be a pioneer in the Agentforce space with a company that is fully funded and committed to the platform.</li><li><strong>Stable & Growing:</strong> A Gallup Exceptional Workplace Award winner with a passionate, inclusive culture.</li><li><strong>Flexibility:</strong> Work-life balance is a core value. We offer core hours of <strong>9:00 AM – 3:00 PM CST</strong> to ensure the team stays synchronized while respecting your personal time.</li><li><strong>Remote-Friendly:</strong> While we love our Chicago-area team members (Hybrid 3 days/week), we are open to top-tier talent across the U.S.</li></ul><p><br></p>
We are looking for an experienced ERP/CRM Consultant to join our team in Palm Beach Gardens, Florida. In this role, you will provide technical expertise and support for enterprise software systems, ensuring they meet business needs. The ideal candidate will have a strong background in application troubleshooting, user training, and system optimization.<br><br>Responsibilities:<br>• Provide technical support to end-users by diagnosing and resolving application issues efficiently.<br>• Analyze and troubleshoot software malfunctions, escalating complex problems to the software provider and testing solutions before implementation.<br>• Create comprehensive user documentation, including guides and training materials, and conduct training sessions for end-users.<br>• Assist in configuring and customizing ERP/CRM systems to align with organizational requirements and apply updates as needed.<br>• Collaborate with development teams to report bugs, recommend system enhancements, and ensure timely resolution of issues.<br>• Participate in change management processes, including testing new application versions, assisting with implementation, and managing user acceptance testing.<br>• Monitor and document incidents through a ticketing system, ensuring accurate records and implementing preventative measures.<br>• Contribute to merger integration projects by conducting gap analyses, assisting in data conversion, performing system testing, and delivering user training.<br>• Lead efforts to optimize business processes by leveraging the full functionality of ERP/CRM systems and identifying opportunities for improvement.
We are looking for a skilled Salesforce CRM Administrator & Developer to join our team in Des Moines, Iowa. This position plays a critical role in designing, developing, and maintaining Salesforce solutions that align with business goals. With a focus on optimizing user experience and ensuring data integrity, the role combines technical expertise with strategic collaboration across departments.<br><br>Responsibilities:<br>• Configure and manage Salesforce Sales Cloud and Marketing Cloud platforms, including Pardot and Engage.<br>• Design scalable solutions that improve business processes and enhance user experience.<br>• Lead integration efforts using tools such as MuleSoft to ensure seamless data flow across systems.<br>• Partner with leadership and cross-functional teams to align Salesforce solutions with organizational objectives.<br>• Oversee the implementation and continuous improvement of Salesforce systems to support evolving business needs.<br>• Develop and maintain APIs to enhance system functionality and connectivity.<br>• Monitor and ensure the integrity of data within the Salesforce ecosystem.<br>• Provide technical expertise and recommendations for platform architecture.<br>• Manage project delivery timelines and ensure high-quality outcomes.<br>• Conduct regular system audits and provide training to end-users as needed.
<p>We are looking for an experienced ERP/CRM Analyst to join our team on a long-term contract basis in Minneapolis, Minnesota. In this role, you will be instrumental in optimizing system performance, ensuring seamless data integration, and driving business insights through advanced analytics. This is an excellent opportunity for professionals who excel in technical problem-solving and cross-functional collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Act as the technical expert for ERP/CRM systems, ensuring smooth integration and robust functionality.</p><p>• Evaluate, refine, and optimize data processes across ERP/CRM platforms and associated systems.</p><p>• Design and maintain dashboards, reports, and key performance metrics to support strategic decision-making.</p><p>• Partner with various departments to understand business needs and translate them into system solutions.</p><p>• Identify and resolve technical issues within ERP/CRM systems to minimize operational downtime.</p><p>• Facilitate data migration, cleansing, and validation during system upgrades or implementations.</p><p>• Adhere to data security and governance standards while managing system configurations.</p><p>• Develop and implement API connections to enhance system interoperability.</p><p>• Ensure effective documentation of business requirements and system configurations.</p><p>• Provide ongoing support and training to users for optimal system utilization.</p>
<p>We are looking for an experienced ERP/CRM Architect to join our team. In this long-term contract role, you will play a key part in designing and implementing a modern SharePoint-based document management platform, supporting secure and scalable information storage. This position combines strategic planning with hands-on implementation, offering the opportunity to collaborate with cross-functional teams and guide the migration of legacy systems.</p><p><br></p><p>Responsibilities:</p><p>• Design and configure SharePoint environments, including sites, libraries, workflows, and security settings, to meet organizational needs.</p><p>• Develop a hybrid SharePoint platform that integrates multiple systems, ensuring seamless functionality and scalability.</p><p>• Lead the migration of legacy data from AS400/DB2 systems into the new SharePoint environment.</p><p>• Implement metadata structures, term stores, and other organizational features to optimize system usability.</p><p>• Ensure compliance with security standards and organizational policies throughout the development process.</p><p>• Collaborate with stakeholders to gather requirements and provide expert technical guidance.</p><p>• Manage and mentor team members, ensuring project goals are met efficiently.</p><p>• Troubleshoot and resolve technical issues during platform development and migration.</p><p>• Provide recommendations for future enhancements, including potential integration with Power Platform tools.</p><p>• Support ongoing optimization of the SharePoint system to address evolving business needs.</p>
<p>A large academic institution is seeking a proactive and strategic <strong>Business Process Analyst</strong> to evaluate, optimize, and support business operations related to its <strong>Salesforce Service Cloud</strong> platform. This individual will work closely with department heads and stakeholders across multiple departments, providing insight and recommendations to improve student-facing services, advisor workflows, and internal processes.</p><p>This role will serve as a key bridge between business operations and technical development, helping to ensure the institution is making the most effective and efficient use of its Salesforce platform.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Evaluate existing workflows, procedures, and systems related to Salesforce Service Cloud</li><li>Conduct process mapping and gap analysis to identify inefficiencies and recommend improvements</li><li>Collaborate with department leaders to advise on optimal usage of Salesforce for case management, student support, knowledge management, and agent automation</li><li>Support the configuration and optimization of Service Cloud agents, case routing, and automation processes</li><li>Lead discovery sessions and conduct interviews with advisors, student support teams, and administrators to understand current-state operations</li><li>Research best practices in higher education, particularly in how academic advising and student services are delivered using CRM tools</li><li>Serve as a liaison between functional departments and the Salesforce technical team to translate business needs into system enhancements</li><li>Track and document recommendations, create standard operating procedures (SOPs), and assist in training efforts across departments</li><li>Support the broader implementation of Salesforce Service Cloud across academic and administrative units</li></ul><p><br></p>
<p>Robert Half is hiring! We are looking for a skilled Salesforce Developer to join our team in Columbia, South Carolina. This role involves managing and optimizing Salesforce.com systems for a dynamic organization. The ideal candidate will bring expertise in system administration, process development, and user training to ensure seamless functionality and effective collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary administrator for the Salesforce.com platform, overseeing a medium sized user base.</p><p>• Perform routine system maintenance tasks, including account management, dashboard creation, workflow adjustments, and report generation.</p><p>• Conduct regular system audits and coordinate upgrades to maintain optimal performance.</p><p>• Manage organizational data feeds and ensure seamless integration with other systems.</p><p>• Collaborate with stakeholders to evaluate, scope, and implement new development requests.</p><p>• Develop and refine processes to support administrative, development, and change management activities.</p><p>• Provide training to new users while fostering skill development across the organization.</p><p>• Act as the liaison between users, vendors, and development teams to ensure smooth communication and project execution.</p><p>• Work independently with users to gather, define, and document development requirements.</p>
We are looking for an experienced ERP/CRM Architect to join our team in New Gloucester, Maine. In this role, you will leverage your technical expertise to design scalable solutions and optimize Salesforce systems for enhanced business performance and user experience. As this is a contract position with the potential for a long-term opportunity, you will have the chance to demonstrate your skills and contribute to impactful projects.<br><br>Responsibilities:<br>• Create and implement robust Salesforce solutions that align with organizational objectives and ensure high performance.<br>• Translate complex business requirements into clear, functional architecture and seamless system integrations.<br>• Build custom applications using Apex, Visualforce, and Lightning Web Components to meet specific needs.<br>• Integrate Salesforce with core systems such as Business Central, Powerfaids, and Paycom.<br>• Collaborate with stakeholders, analysts, and administrators to enhance user engagement and system functionality.<br>• Oversee testing, deployment, and CI/CD processes to ensure smooth implementation of updates.<br>• Maintain comprehensive documentation and enforce governance standards to uphold security and compliance.<br>• Provide expert advice on Salesforce best practices, security protocols, and system limitations.<br>• Identify opportunities to optimize the Salesforce ecosystem for scalability and growth.
We are on the lookout for a Workday Integrations Developer to become a part of our team in the Healthcare, Hospitals, and Social Assistance sector, located in McLean, Virginia. You will be tasked with the responsibility of managing complex integrations with the Workday cloud application, using your skills to solve intricate business problems and ensure seamless functionality across various Human Capital Management and Financial functional areas. This role also requires you to handle internal IT security and reporting needs.<br><br>Responsibilities:<br><br>• Take the lead in the design, development, and support testing of the Workday integration code base, including Workday Studio, EIB, Core Connectors, DT, XSLT, RaaS, and supporting 3rd party coding.<br>• Conduct Discovery sessions with business and 3rd party vendor subject matter experts for integrations and reports.<br>• Develop detailed integration specifications, field mappings, and designs to support the entire integration and report deployment life cycle.<br>• Handle the investigation of integration and report failures, perform root cause analyses, and provide detailed findings and recommendations to management and business leaders.<br>• Identify and escalate risks in a timely manner, while developing alternative technical and functional solutions as needed.<br>• Manage the processing of customer credit applications accurately and efficiently.<br>• Ensure the maintenance of accurate customer credit records.<br>• Monitor customer accounts and take appropriate action when necessary.<br>• Utilize your skills in Client Side Scripting, Cloud Technologies, CRM, ERP - Enterprise Resource Planning, Microsoft, AB Testing, API Development, Business Process Functions, Business Requirement Document, and Configuration Management to achieve these tasks.
<p><em>The salary range for this position is $80,000-$85,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>We are seeking a Compliance Associate to join our team in Elmhurst, Illinois. This role is pivotal in upholding our firm's adherence to regulations and policies, and will involve the use of various software systems to monitor business activities, maintain records, and aid in communication across departments.</p><p><br></p><p><strong>Job Description:</strong></p><p>• Utilize Sungard Protegent system for monitoring trading activity and real-time alerts.</p><p>• Ensure accurate and up-to-date record keeping for swift response to inquiries or audits.</p><p>• Contribute to the development, review, and upkeep of our Written Supervisory Procedures.</p><p>• Foster a culture of compliance and trading by working closely with senior management.</p><p>• Provide continuous support for registered investment advisors and representatives.</p><p>• Collaborate effectively with all departments, both independently and as part of a team.</p><p>• Review and approve marketing materials, including social media posts, to ensure compliance.</p><p>• Utilize CRM and ERP software systems to manage customer interactions and business resources.</p><p>• Use accounting software systems and perform accounting functions as required.</p><p>• Use communication and auditing skills to administer claims and produce clear reports.</p>
<p>TITLE: Senior Backend Go / Microservices / Azure .NET Engineer</p><p>LOCATION: REMOTE * OPEN to any US Time Zone </p><p>NO SPONSORSHIP****Must be eligible to work in the US. FTE PERM NOT REMOTE!!! NO OPT, F1 Visa or H1b Visa's allowed. Do NOT apply if you require sponsorship now or in the future!***</p><p>WHO YOU WILL ENGINEER FOR / WORK DIRECTLY FOR: </p><p>Join our growing team of innovators building cutting-edge SaaS & Mobile solutions tailored to our fast-paced clients. We’re passionate about creating dynamic products that stand out, focusing on UX & user delight, Developing unique, high-value applications from the ground up, leveraging the latest technology to stay ahead of the game!</p><p>****For immediate consideration on this Perm Direct hire with one of our client companies , It is best to call me directly or message me on LinkedIn, Carrie Danger SVP Permanent Placement. ******</p><p>WHO WE ARE LOOKING FOR: </p><p>An EXPERIENCED Senior Backend Go / Microservices / Azure .NET Engineer, a minimum 5+ years with an engineering mindset to develop a CRM in Azure, Go (Golang) microservices, .NET/Blazor will allow you to take ownership. Build scalable, complex, revenue generating, SaaS CRM platform.</p><p>WHAT YOU WILL NEED TO BE INTERVIEWED for this Senior Backend Go / Microservices / Azure .NET Engineer:</p><p>Microservices Development: Use Go (Golang) to design and maintain microservices, ensuring network communications.</p><p>Build scalable architecture to sell a SaaS CRM platform.</p><p>Backend Development: Lead efforts in our .NET/Blazor-based architecture, contributing coding expertise to scale a platform.</p><p>API Integration:</p><p>MICROSERVICES: NEED TO BE ABLE TO build micro-services in the Azure environment.</p><p>Azure Infrastructure: * MUST HAVE AZURE. . Configure and optimize Azure resources like App Services, ensuring cost-effective solutions.</p><p>DevOps</p><p>Docker containerization: Spin up fast infrastructure</p><p>Data Management: Collaborate with SQL Server databases to create efficient queries and optimize performance.</p><p>Mentor junior developers</p><p>Architectural Analysis</p><p>AI experience</p><p>MUST HAVES:</p><p>Azure Experience: Skilled in Azure infrastructure and cloud resource management. (We are not considering AWS). Azure DevOps</p><p>Golang Proficiency: Hands-on experience designing and maintaining Go-based microservices.</p><p>.NET Expertise: Advanced knowledge of .NET/Blazor, as much of the backend development is .Net.</p><p>API Connectivity: API design</p><p>PLUS'S</p><p>Exposure to Flutter mobile apps and multitenant backend platforms.</p><p>Blazor is a PLUS! </p><p>WHAT THEY OFFER!</p><p>$120K-$140K salary + benefits.</p><p>REMOTE WORK</p><p>APPLY TODAY! Senior Backend Go / Microservices / Azure .NET Engineer Direct Hire, base salary range up to $140K BASE PLUS bonus + PERKS! For immediate and confidential consideration on this FTE opportunity, it is best to call me directly or message me on LinkedIn, Carrie Danger SVP Technology & Digital Practice / Permanent Placement, AND e-mail resume confidentially to Carrie Danger - Iowa & Nebraska Region @ My Direct Office #: 515-259-6087 or my cell is 515-991-0863 * MY EMAIL ADDRESS can be found on my LinkedIn Profile.</p>
We are offering an exciting opportunity for a detail-oriented account sales detail oriented. In this role, you will focus on expanding market presence, driving sales, and cultivating long-term relationships with key stakeholders. You will also collaborate with internal teams to deliver custom solutions that align with client needs and project requirements. <br> Responsibilities Drive the sales process from lead generation and client acquisition to contract negotiation and deal closure Identify and secure new opportunities with key stakeholders, including developers, procurement teams, architects, and designers Develop strategic plans and execute initiatives that consistently meet or exceed sales targets and company objectives Represent the brand at industry events, trade shows, and conferences to increase visibility and strengthen brand recognition Analyze trends, monitor competitor activity, and gather client feedback to refine product offerings and sales strategies Collaborate with internal teams to create tailor-made products that align with client needs and project requirements Cultivate long-term partnerships while expanding brand presence
<p>This role supports our client’s current <strong>Microsoft-based platforms</strong>—including <strong>Microsoft SQL Server, SmartConnect, and Great Plains</strong>—while leveraging prior experience with <strong>Dynamics 365 environments</strong> to help inform future-state planning. The position blends <strong>application support, database expertise, and integration work</strong>, making it ideal for someone who enjoys being hands-on and close to the business.</p><p><br></p><p>This position is onsite 5 days/week at our client's office in Atlanta. This is non-negotiable. Candidates that aren't local to Metro Atlanta will not be considered for this position. </p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Application & Operational Support</strong></p><ul><li>Support and maintain internal business applications to ensure availability and performance.</li><li>Serve as an escalation point for complex application, database, and integration issues.</li><li>Perform root cause analysis and implement preventative solutions.</li><li>Support testing, deployment, and release activities for application updates.</li><li>Maintain documentation and provide training and guidance to internal users.</li></ul><p><strong>Data, Integration & Development Support</strong></p><ul><li>Write, review, and optimize complex <strong>SQL Server queries</strong>.</li><li>Support <strong>SmartConnect integrations</strong> between Great Plains and internal systems.</li><li>Troubleshoot data movement, integrations, and API-based workflows.</li><li>Support database performance tuning, data integrity, and reporting needs.</li><li>Collaborate with developers and IT partners on application enhancements and integrations.</li></ul><p><strong>ERP & Microsoft Platform Support</strong></p><ul><li>Support <strong>Microsoft Great Plains (GP)</strong> environments.</li><li>Apply prior experience supporting <strong>Dynamics 365 (Business Central, Finance & Operations, CRM)</strong> to inform future-state planning and platform decisions.</li><li>Assist with ERP and CRM evaluation, testing, and integration planning as client evolves its technology stack.</li><li>Demonstrate familiarity with <strong>Warehouse Management Systems (WMS)</strong> and their integration with ERP platforms.</li><li>Support <strong>Power BI dashboarding and report development</strong>, partnering with business teams to deliver actionable insights.</li></ul>
<p>We are seeking an experienced <strong>IT Business Analyst with a strong Dynamics 365 (D365) background</strong> to serve as a key liaison between business stakeholders and technical teams. This role will focus on gathering requirements, optimizing business processes, and supporting the implementation and ongoing enhancement of D365 solutions across the organization.</p><p>The ideal candidate has a deep understanding of D365 functional capabilities, strong analytical skills, and the ability to translate business needs into clear technical requirements.</p><p>Key Responsibilities</p><ul><li>Act as the primary <strong>Business Analyst for Dynamics 365</strong> (Finance, Supply Chain, Sales, Customer Service, or CE modules as applicable)</li><li>Partner with business stakeholders to <strong>gather, analyze, and document requirements</strong></li><li>Translate business requirements into <strong>functional specifications, user stories, and process flows</strong></li><li>Support D365 implementations, upgrades, integrations, and enhancements</li><li>Collaborate with developers, architects, and vendors to ensure solutions align with business needs</li><li>Analyze existing business processes and recommend <strong>process improvements and automation</strong></li><li>Support <strong>UAT planning, execution, and defect resolution</strong></li><li>Provide post-implementation support and continuous improvement recommendations</li><li>Create and maintain documentation including workflows, requirements, and training materials</li></ul><p><br></p>
We are looking for an experienced ERP Integration Manager to lead a long-term contract position in Boston, Massachusetts. This role involves overseeing the integration of advanced tools into existing systems, ensuring seamless functionality and stakeholder alignment. The ideal candidate will possess strong organizational skills, technical fluency, and the ability to bridge communication between technical teams and product stakeholders.<br><br>Responsibilities:<br>• Manage the year-long integration of IntroHive into Microsoft Dynamics CRM, ensuring the tool interacts effectively with Outlook and supports client behavior analysis.<br>• Collaborate closely with global teams to replace legacy systems, rolling out the new tool to senior-level stakeholders.<br>• Facilitate communication between technical teams and product stakeholders, translating system requirements into actionable insights.<br>• Organize and document technical processes, creating detailed notes and presentations for stakeholder alignment.<br>• Lead stakeholder engagement efforts, maintaining alignment across product, data, and IT teams.<br>• Oversee data mapping, process flows, and system enrichment to ensure the seamless functionality of digital tools.<br>• Monitor and analyze data ingestion and reporting metrics, ensuring operational dashboards meet business needs.<br>• Support change management initiatives, working with cross-functional teams to enable smooth transitions.<br>• Develop Tableau dashboards and other reporting tools to present actionable insights.<br>• Coordinate stakeholder communications, ensuring clear updates and alignment throughout the project lifecycle.
We are looking for a dedicated Training and Development Specialist to join our team in Los Angeles, California. In this role, you will play a key part in supporting organizational learning initiatives, managing training programs, and ensuring compliance with HR standards. As this is a long-term contract position, you will have the opportunity to contribute to meaningful projects and help foster growth across the organization.<br><br>Responsibilities:<br>• Provide comprehensive support for training programs, ensuring employees, supervisors, and managers can access necessary tools and resources.<br>• Monitor and analyze training participation data to produce detailed reports and aid in compliance audits.<br>• Collaborate with vendors to manage system updates, contracts, and platform integrations.<br>• Conduct assessments to identify training needs and develop tailored performance management strategies.<br>• Create and deliver engaging training content, including multimedia materials and instructional guides.<br>• Coordinate training schedules that align with organizational goals and staff availability.<br>• Support diversity, equity, and inclusion initiatives through targeted educational programs.<br>• Manage Individual Development Plans and performance appraisal processes to enhance employee growth.<br>• Stay informed about industry best practices and compliance standards to maintain effective training systems.<br>• Assist with additional HR-related tasks as directed by the Senior Director of Human Resources.
<p>We are looking for a dedicated Sr. Call Center Representative to join our team in Hawthorne, California. In this role, you will play a key role in building strong customer relationships and driving sales through high-quality, consultative service. In addition to identifying and addressing customer needs, you will match customers with beneficial products and services, actively promote solutions, and deliver clear value in every interaction. This is a dynamic position that blends customer support with sales responsibilities to help maximize customer satisfaction and business growth.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the main point of contact for customers, delivering exceptional service and product guidance via phone, email, and other channels.</li><li>Proactively identify customer needs and recommend appropriate financial products and services to drive sales.</li><li>Handle financial transactions, update customer records, open new accounts, and process loan applications according to established policies.</li><li>Respond to customer inquiries promptly, ensuring high satisfaction and effective issue resolution.</li><li>Conduct outbound sales and service calls to current and prospective customers, supporting business development initiatives and meeting sales targets.</li><li>Provide frontline coverage in both the call center and, as required, at branch locations to support customer acquisition and retention.</li><li>Maintain compliance with all BSA and OFAC regulations, as well as company policies and procedures.</li><li>Continuously develop understanding of available product and service offerings to educate customers and enhance sales effectiveness.</li></ul><p><br></p><p><br></p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via <strong>LinkedIn to JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Advice Strategist (CFP® or Series 65)</strong></p><p><strong>About the Role</strong></p><p>Join a client‑focused advisory team delivering sophisticated, fully integrated financial plans across tax, estate, insurance, and investment disciplines. In this role, you’ll collaborate closely with advisors and cross‑functional partners to craft strategies, prepare planning materials, present recommendations, and help deliver a high‑touch client experience in a fast‑paced, growth‑oriented environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with advisors to prepare and deliver client‑facing advice and planning materials.</li><li>Lead advanced plan development, including cash‑flow modeling, tax strategies, insurance analysis, and estate planning.</li><li>Present financial strategies and recommendations to clients alongside advisors.</li><li>Leverage and optimize planning software, tools, and workflows to enhance efficiency and client experience.</li></ul><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>People‑first culture with strong training, mentorship, and career development.</li><li>Boutique, high‑touch client experience supported by robust resources and a clear leadership vision.</li><li>Expanding West/Midwest footprint with the opportunity to make meaningful client impact.</li></ul>
We are looking for a Chief Financial Officer (CFO) to join our team in Firestone, Colorado. This leadership role is pivotal in ensuring the financial stability and operational efficiency of our construction business. The ideal candidate will excel in managing financial strategies, overseeing internal controls, and driving compliance with industry standards.<br><br>Responsibilities:<br>• Lead the preparation and delivery of accurate financial reports and five-year business plans to senior leadership.<br>• Establish and maintain internal controls across sales, purchasing, construction, land development, accounts payable, and closing processes.<br>• Oversee homebuilding operations and collaborate with department heads to improve policies and ensure efficiency.<br>• Ensure all division personnel are adequately trained in utilizing the JD Edwards system.<br>• Monitor and evaluate land deals for compliance with corporate, regional, and division requirements.<br>• Analyze and manage development and S& B budgets, investigating and supporting changes when necessary.<br>• Ensure timely and accurate monthly financial reporting that reflects operational performance.<br>• Implement and refine policies to align with technological advancements and enhance operational efficiency.<br>• Conduct business ethically and professionally to build customer trust and company profitability.<br>• Supervise and mentor a team of two or more employees, fostering their growth and development.
<p><strong>Position Overview</strong></p><p>The Salesperson / Project Technician is a hybrid role combining client-facing sales responsibilities with hands-on project coordination. This position is ideal for a motivated individual who thrives in both relationship-building and technical problem-solving. You will be responsible for generating new business, managing client accounts, and ensuring projects are executed to the highest standards.</p><p>W</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Sales & Business Development:</strong></p><ul><li>Identify and pursue new business opportunities within the Central Virginia region.</li><li>Conduct site visits and prepare accurate estimates for paving projects.</li><li>Develop and maintain strong relationships with residential, commercial, and municipal clients.</li><li>Prepare and present proposals, negotiate contracts, and close deals.</li></ul><p><strong>Project Coordination:</strong></p><ul><li>Serve as the primary point of contact between clients and the operations team.</li><li>Assist in scheduling, planning, and overseeing project execution.</li><li>Ensure compliance with safety standards and quality specifications.</li><li>Monitor project progress and resolve issues promptly.</li></ul>
<p>As a NetSuite ERP Developer/Administrator, you will manage, develop, and maintain NetSuite systems while supporting critical business processes. The successful candidate will oversee system functionality, integrations, reporting, automation, and configurations to ensure optimal operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the primary NetSuite administrator, responsible for system maintenance, configuration, user roles, permissions, and data integrity.</li><li>Design, develop, test, and deploy customized solutions, workflows, and scripts to streamline processes and improve system capabilities.</li><li>Collaborate with cross-functional teams to gather requirements and implement solutions that align with organizational goals.</li><li>Develop and maintain NetSuite integrations with third-party systems via SuiteTalk, REST APIs, custom scripts, or middleware platforms.</li><li>Troubleshoot system issues, deploying patches and updates as necessary to maintain system performance and security.</li><li>Create and manage customized reports, saved searches, KPIs, dashboards, and other analytical tools to enable data-driven decision-making.</li><li>Conduct user training, provide ongoing technical support, and document processes to ensure system adoption.</li><li>Stay updated on NetSuite developments, recommending enhancements that could benefit the organization.</li></ul>
<p>Robert Half is seeking a Full Time/Direct Hire Digital Marketing Manager with one of our clients on-site in Atlanta, GA.</p><p><br></p><p>The Digital Marketing Manager drives the execution and optimization of omnichannel marketing campaigns that grow audience engagement, brand awareness, and lead generation. This role oversees the digital strategy across SEO, paid media, email, website optimization, and analytics. The ideal candidate is a data-driven marketer with a strong grasp of digital tools and a creative approach to testing and innovation.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop and implement a holistic digital marketing strategy across paid search, display, social media, email, and web.</li><li>Lead SEO/SEM initiatives to increase organic traffic and improve search rankings.</li><li>Own the website’s performance, UX enhancements, and content optimization in collaboration with internal or external development teams.</li><li>Plan, launch, and optimize paid media campaigns in Google Ads, Meta, LinkedIn, or programmatic platforms.</li><li>Analyze campaign performance and report on KPIs such as CTR, conversion rate, CAC, and ROI.</li><li>Collaborate with content, creative, and product marketing to ensure consistent messaging and brand alignment across channels.</li><li>Manage marketing tech stack including CRM, CMS, and analytics platforms.</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days</strong></p><p> </p><p>Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced ERP/CRM Configuration SME to provide expert guidance and hands-on support for SAP S/4HANA implementations. This role focuses on configuring and optimizing financial and technical processes, including accounts payable, accounts receivable, general ledger, and financial reporting. Based in West Des Moines, Iowa, this is an opportunity to contribute to a collaborative and dynamic work environment within a growing global organization.<br><br>Responsibilities:<br>• Configure and implement SAP S/4HANA systems to support financial and technical processes such as AP, AR, GL, and financial reporting.<br>• Design, test, and deploy solutions for finance-related systems, including chart of accounts, finance integrations, and configurations.<br>• Collaborate with finance teams to develop a comprehensive reporting framework and data management roadmap.<br>• Provide hands-on technical support for SAP FICO, ensuring optimal system performance and functionality.<br>• Lead the development and administration of SAP Business Intelligence (BI) solutions.<br>• Support global and international SAP S/4HANA implementations to meet organizational needs.<br>• Optimize business processes by integrating ERP and CRM systems with cloud technologies.<br>• Partner with stakeholders to ensure alignment with business goals and system requirements.<br>• Troubleshoot and resolve technical issues related to SAP configurations and integrations.
<p>Operations Readiness Contractor</p><p><strong>Location:</strong> Atlanta, GA (Remote/Hybrid) <strong>Role Type:</strong> Contract</p><p><br></p><p>ROLE OVERVIEW</p><p>As an <strong>Operations Readiness Contractor</strong>, you will play a pivotal role in ensuring that our organization and field partners are fully prepared for upcoming product launches, process updates, and strategic initiatives. You will act as the bridge between development teams and end-users, managing the logistical and operational details necessary for a seamless transition. This is a high-impact role requiring a blend of project management, communication, and strategic planning.</p><p>KEY RESPONSIBILITIES</p><ul><li><strong>Operational Planning:</strong> Support the execution of readiness plans for new product launches, technology rollouts, or operational changes.</li><li><strong>Stakeholder Alignment:</strong> Collaborate with cross-functional teams to ensure all business units are aligned on timelines, requirements, and impact.</li><li><strong>Change Management:</strong> Simplify complex operational concepts into clear, actionable guidance for diverse audiences across the organization.</li><li><strong>Execution & Tracking:</strong> Monitor project milestones within the PMO framework to ensure all "Day 1" readiness criteria are met.</li><li><strong>Process Improvement:</strong> Identify potential operational bottlenecks and develop mitigation strategies to ensure successful adoption of new initiatives.</li><li><strong>Resource Development:</strong> Help create training materials, checklists, and standard operating procedures (SOPs) to support field and corporate teams.</li></ul>
