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5 results for Customer Success Manager in Solana Beach, CA

HOA Client Services Specialist
  • Escondido, CA
  • onsite
  • Temporary
  • 23.00 - 27.00 USD / Hourly
  • <p>We are looking for an organized HOA Client Services Specialist to join our team in Escondido, California. In this role, you will play a vital part in ensuring client satisfaction and maintaining strong relationships by delivering outstanding service and support. This is a contract position, offering an excellent opportunity to contribute to our organization’s success while developing your skills in customer service and sales.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary point of contact for clients, addressing inquiries and resolving issues to ensure satisfaction and retention.</p><p>• Handle incoming client calls, balancing organizational policies with individual client needs.</p><p>• Assist clients with navigating the organization’s platform and provide basic technical support when needed.</p><p>• Accurately process client monetary requests, keeping risk management and compliance in mind.</p><p>• Complete client transactions and requests efficiently while adhering to established service level agreements.</p><p>• Perform account updates, maintenance, and corrections to ensure data accuracy.</p><p>• Investigate and resolve client disputes using sound judgment and knowledge of banking policies.</p><p>• Manage fraud intake requests and prioritize tasks to meet strict deadlines.</p><p>• Communicate findings and solutions to clients in a clear and precise manner, both verbally and in writing.</p><p>• Uphold the organization’s values and compliance standards, ensuring all activities align with safety protocols.</p>
  • 2025-11-04T17:53:46Z
Account Specialist
  • San Diego, CA
  • onsite
  • Temporary
  • 24.50 - 28.00 USD / Hourly
  • <p>Our client, a dynamic leader in the technology sector, is seeking an success driven and detail-oriented Account Specialist to join their team. This role is essential for managing client accounts and supporting operational efficiency in a fast-paced, innovative environment. </p><p><br></p><p>Key Responsibilities: </p><ul><li>Manage and maintain client account records, ensuring all information is accurate and up to date </li><li>Process invoices, payments, and assist with account reconciliations </li><li>Serve as a primary point of contact for clients, resolving inquiries and issues promptly </li><li>Collaborate with sales, finance, and operations teams to support client needs and business objectives </li><li>Assist with reporting, data analysis, and process improvement initiatives </li><li>Ensure compliance with company policies and industry regulations</li></ul>
  • 2025-11-10T18:59:24Z
Staff Accountant
  • San Diego, CA
  • onsite
  • Temporary
  • 35.00 - 38.00 USD / Hourly
  • <p>Our client, a respected nonprofit organization, is seeking a detail-oriented Staff Accountant to join their finance team. This critical role will help ensure accurate financial management and compliance, supporting the organization's mission and operational success.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare and maintain financial records, including journal entries and account reconciliations</li><li>Support month-end and year-end closing processes</li><li>Assist with budgeting, forecasting, and financial analysis for grants and program activities</li><li>Manage accounts payable and receivable, ensuring timely and accurate processing</li><li>Ensure compliance with nonprofit accounting standards and regulatory requirements</li><li>Collaborate with team members and program managers on financial matters</li></ul><p><br></p>
  • 2025-11-14T06:43:43Z
Account Specialist
  • La Jolla, CA
  • onsite
  • Temporary
  • 25.00 - 28.00 USD / Hourly
  • <p>Robert Half is seeking a dedicated Account Specialist for a contract to permanent opportunity with a reputable client. This position offers a dynamic environment for professionals experienced in managing financial transactions and providing exceptional client service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and monitor customer accounts, including billing, payments, and account reconciliations.</li><li>Respond to client inquiries promptly and resolve issues in a professional manner.</li><li>Maintain accurate financial records and update account information in internal systems.</li><li>Collaborate with finance and other departments to ensure seamless accounting and client support processes.</li><li>Prepare periodic reports and assist with audits as needed.</li><li>Support process improvements and maintain compliance with company policies.</li></ul><p><br></p>
  • 2025-11-10T18:59:24Z
Administrative Assistant
  • San Diego, CA
  • onsite
  • Temporary
  • 23.00 - 26.00 USD / Hourly
  • <p>Our client, a reputable leader in property management, is seeking a skilled Administrative Assistant to support their team. This position offers the opportunity to work in a fast-paced environment and contribute to the success of residential and commercial property operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support, including calendar management, meeting coordination, and document preparation.</li><li>Serve as a primary point of contact for tenants, vendors, and staff, ensuring timely and professional communication.</li><li>Assist with lease administration, property documentation, and maintenance scheduling.</li><li>Support office procedures such as invoice processing, supply ordering, and record-keeping.</li><li>Maintain accurate files and handle sensitive information with discretion.</li><li>Contribute to special projects and assist management as needed.</li></ul><p><br></p>
  • 2025-11-11T17:44:00Z