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8 results for Market Research Specialist in San Jose, CA

Sales Analyst

Lafayette, CA
onsite
Permanent
85000.00 - 100000.00 USD / Yearly
Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives. Responsibilities:• Conduct research to identify potential leads and compile prospecting lists for the business development team.• Assist in the creation of sales proposals, presentations, and responses to client inquiries.• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.• Develop and implement strategies to optimize sales workflows and enhance team productivity.• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.• Maintain accurate documentation of sales activities, business development progress, and operational processes.• Identify areas for improvement within sales operations and propose solutions to streamline efforts.• Provide support in post-sales activities, including quoting and follow-up.• Prepare executive-level presentations to communicate sales performance and strategic objectives.
2026-04-15T16:04:06Z

Executive Search Sourcer & Researcher

San Francisco, CA
remote
Temporary
45.00 - 49.00 USD / Hourly
Contract Role - Est. 9+ monthsWe are seeking a strategic and highly analytical Executive Search Sourcer and Researcher to support Senior Director level to Senior VP/C-Suite level recruiting initiatives. MUST have experience focusing on the sourcing of Sr. Director, VP, SVP level roles across IT, Engineering, and ideally a variety of other departments (HR, Administrative, Legal, Finance, etc.). This role is responsible for leading the top-of-the-funnel executive search process, partnering closely with recruiters and senior leadership to identify, evaluate, and engage high-impact talent. In this long-term contract position, you will play a key role in identifying and attracting top-tier talent while supporting the company’s growth and market presence. This opportunity is ideal for someone who thrives in a fast-paced environment and is passionate about executive recruiting and talent acquisition. Responsibilities:• Identify and engage high-caliber talent across industries, with a primary focus on Engineering and Product leadership, while also supporting other functions such as HR, Legal, and Corporate leadership.• Create company mapping material, defining department structures to advise leadership on market data• Partner closely with recruiters, hiring managers, and senior executives to define search strategies, candidate profiles, and market intelligence.• Conduct in-depth resume and candidate profile evaluations, identifying true leadership capability beyond titles and surface-level credentials.• Build and present high-quality talent pipelines and candidate slates aligned to hiring requirements.• Develop and execute strategic outreach campaigns designed to generate strong engagement from executive-level candidates.• Track outreach performance and pipeline progress using data-driven methods and reporting tools.• Collaborate with other talent researchers and recruiters to refine sourcing strategies and improve search outcomes.• Conduct in-depth research to build strong talent pools and identify high-quality candidates.• Proactive reach out to passive candidates to build pipelines and interest in open roles.• Develop and implement innovative sourcing strategies tailored to specific hiring needs.• Collaborate with hiring managers to ensure alignment on job requirements and recruitment objectives.• Handle multiple recruitment projects simultaneously while maintaining a high level of organization and efficiency.• Provide expert guidance and support to management throughout the hiring process.• Ensure quality assurance in candidate selection and overall recruitment practices.• Monitor market trends and positioning to attract top executive talent.• Maintain accountability and flexibility to adapt to changing recruitment demands.• Present detailed reports and analyses of recruitment outcomes to stakeholders.
2026-04-16T19:13:45Z

Client Services Associate at Wealth Management Firm

Walnut Creek, CA
remote
Permanent
70000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities<ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T20:13:43Z

Finance Treasury Associate - Global Investment Firm

Menlo Park, CA
remote
Permanent
90000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Treasury Associate | Investment Firm | Menlo Park | Hybrid; 3 days onsite Our client is a global investment platform delivering flexible financing solutions to high-growth, venture-backed companies. Known for its strength in debt, leasing, and equity, the firm partners with innovative businesses worldwide. Join a collaborative team with strong mentorship, exposure to senior leadership, and clear growth opportunities. Competitive benefits include a hybrid schedule, full health coverage and 401(k) match. Key Responsibilities:<ul><li>Forecast cash flow and manage liquidity </li><li>Oversee banking activity (wires, ACH) and relationships </li><li>Support cash management and working capital strategy </li><li>Perform reconciliations and resolve discrepancies </li><li>Monitor portfolio balances and delinquencies </li><li>Prepare treasury reporting and analysis </li><li>Maintain policies, ensure compliance, and drive process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T20:34:21Z

Financial Analyst - Entry Level

Menlo Park, CA
onsite
Temporary
33.25 - 38.50 USD / Hourly
We are looking for a success-driven and detail-oriented Financial Analyst to join our team in Menlo Park, California. This contract position offers an excellent opportunity to contribute to financial planning, performance analysis, and strategic decision-making in a dynamic environment. Ideal candidates will have a strong analytical mindset and a keen interest in the financial services sector, particularly brokerage and fintech. Responsibilities: • Assist in developing and maintaining financial models to support forecasting and budgeting processes. • Analyze operating costs, revenue streams, and key performance indicators to identify trends and insights. • Collaborate with cross-functional teams to support business planning and the financial aspects of product development. • Prepare and deliver financial reports and presentations tailored for senior leadership review. • Contribute to process improvements and tool enhancements for financial reporting workflows. • Communicate effectively with both finance and non-finance stakeholders to ensure alignment on financial objectives. • Utilize collaboration tools such as Slack and Google Workspace for efficient team communication and data sharing. • Support the financial evaluation of new product launches and strategic initiatives. • Monitor market trends and industry developments to inform financial strategies.
2026-03-19T18:38:42Z

Financial Planner

Walnut Creek, CA
remote
Permanent
100000.00 - 140000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T20:13:43Z

Senior Attorney / In-House Legal Counsel

San Francisco, CA
remote
Permanent
150000.00 - 250000.00 USD / Yearly
AI legal start up is looking for an experienced Senior Plaintiff Associate/ Legal Counsel to join the team on a REMOTE basis. Responsibilities:• Assess the viability of mass tort and class action cases while enhancing the functionality of the case assessment system.• Build and maintain strategic partnerships with plaintiff firms to generate new revenue opportunities.• Convert market insights into actionable product requirements for litigation-focused tools.• Conduct in-depth research on liability theories, damages calculations, and procedural strategies.• Allocate time across business development for case sourcing, case intelligence engine development, and auditing case assessments, with a gradual emphasis on business development and product innovation.• Collaborate with product and engineering teams to refine legal tech solutions.• Provide expert guidance on complex legal issues to internal teams.• Contribute to achieving organizational goals through impactful litigation strategies.• Stay informed about trends in legal technology and mass tort litigation to enhance organizational capabilities.
2026-03-24T18:48:41Z

Web Content Manager

Walnut Creek, CA
remote
Temporary
50.00 - 65.00 USD / Hourly
We are looking for a Web Content Manager to join our client's team. In this long-term contract role, you’ll work close to the technology—especially web platforms and CMSs—but you won’t be designing new experiences or building complex systems from scratch. Instead, you’ll spend most of your time listening, asking questions, investigating needs, and helping the team plan smart technical paths forward. If you enjoy understanding how systems work, explaining technical concepts to non‑technical teammates, and supporting teams that are already stretched, this role will be a great fit. Responsibilities:<ul><li>Partner closely with Marketing, Communications, and Content teams to understand needs and constraints.</li><li>Investigate technical requirements and options across web platforms and supporting systems.</li><li>Ask thoughtful questions, document findings, and help determine scope, feasibility, and next steps.</li><li>Serve as a bridge between technical considerations and non‑technical stakeholders.</li><li>Spend a majority of time in conversations, discovery, planning, and documentation.</li><li>Support a WordPress‑based website that leads into a LMS.</li><li>Work within existing templates and systems (no new design work required).</li><li>Provide light backend or JavaScript support when needed</li><li>Participate in discussions around future platform changes (e.g., LMS migration planning).</li><li>Help document systems, workflows, and technical decisions so teams can operate more efficiently.</li><li>Support consistency, reliability, and accessibility across web properties.</li><li>Troubleshoot issues at a conceptual and coordination level, escalating or partnering where deeper expertise is needed.</li></ul>
2026-04-13T23:13:42Z