<p>Designs, organizes, and coordinates professional events, ensuring client satisfaction from concept to completion.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Consult with clients to understand needs and expectations</li><li>Develop event budgets, timelines, and proposals</li><li>Source and negotiate with vendors</li><li>Manage event setup, execution, and teardown</li><li>Address on-site concerns and ensure quality</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>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>You are a product marketing professional who excels at turning insights into measurable consumer impact. You’re comfortable navigating the full product marketing lifecycle—starting with research and positioning, through to storytelling, launch execution, and ongoing optimization. You thrive in collaborative, cross-functional environments, working closely with product and marketing teams to bring consumer offerings to market. Your focus is on delivering value and fostering long-term consumer engagement, skillfully blending strategic thinking with hands-on execution.</p><p> </p><p><strong>About This Role</strong></p><p>The Consumer Product Marketing Manager sits within our Consumer Business Unit and is responsible for supporting growth and engagement across a range of consumer-facing experiences. Grounded in strong product marketing fundamentals, this role emphasizes positioning, go-to-market strategy, and execution for consumer learning offerings—including subscription-based and AI-powered products. You’ll help shape how consumers discover these experiences, understand their value, and remain engaged via guided career development and clear skill outcomes.</p><p> </p><p>You’ll also play a key part in launching and expanding consumer partnerships, collaborating across the organization to bring new partner-driven experiences to market that expand reach, bolster credibility, and contribute to overall consumer growth.</p><p> </p><p> <strong>What You’ll Do</strong></p><ul><li> Develop clear positioning, messaging, and value propositions that connect learning experiences to tangible skill and career outcomes.</li><li> Plan, execute, and coordinate go-to-market strategies for priority consumer initiatives, driving launches, adoption, and engagement for AI-driven features.</li><li> Collaborate with cross-functional partners to define and deliver go-to-market plans, including audience targeting, messaging narrative, channel strategy, and launch milestones.</li><li> Support the launch and scale-up of consumer partnerships that broaden reach and enhance market credibility.</li><li> Turn consumer research, competitive insights, and product analytics into actionable marketing strategies and provide roadmapping feedback.</li><li> Create and manage core messaging frameworks and high-impact assets to support launches and ongoing product adoption.</li><li> Work closely with owned and paid channel teams to consistently translate product positioning into impactful multi-channel messaging and creative.</li></ul>
<p>We are looking for a detail-oriented Sales Coordinator to join our team in Hayward, California. The Sales Coordinator is responsible for providing comprehensive support to the Sales team throughout the lifecycle of client orders, from the initial agreement through completion and payment. Reporting to the Contracts, Administration & Purchasing Supervisor, this role collaborates with multiple departments—including Sales, Operations, Vendor Management, and Senior Leadership—to facilitate smooth processes and communication.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Accurately and promptly process all sales agreements, ensuring compliance with internal policies and procedures.</li><li>Set up contracts and maintain job records using collaborative and digital document management tools and the company's ERP software.</li><li>Oversee the creation and maintenance of project/job files, ensuring all documentation is organized and accessible within the company’s digital storage system.</li><li>Review, enter, and update sales and purchase orders, contract modifications, and cancellations in the ERP.</li><li>Track equipment and other deliverables to make sure delivery timelines are met and purchase order requirements are fulfilled.</li><li>Serve as a liaison across teams, balancing deadlines and objectives while making practical decisions.</li><li>Proactively manage inventory levels by placing equipment orders to maintain optimal stock at warehouse locations.</li><li>Coordinate with Logistics, Sales, and Warehouse teams to schedule and release equipment as required by project timelines.</li><li>Monitor inventory transfers between various facilities, ensuring accurate record-keeping of product counts and serial numbers.</li><li>Support annual physical inventory audits and assist with reconciliation processes as directed by the supervisor.</li><li>Assist with internal and external audit requests by retrieving documentation, as needed.</li></ul>
<p>We are looking for a dedicated Hybrid Project Coordinator to join our team on a contract basis in Palo Alto, California. This role involves managing various projects and supporting departmental operations to ensure efficiency and compliance with organizational standards. The ideal candidate will have strong leadership skills, excellent organizational abilities, and a proactive approach to problem-solving.</p><p><br></p><p>Responsibilities:</p><p>• Manage project schedules and ensure all phases are documented and completed on time.</p><p>• Oversee financial management, inventory, and purchasing processes to optimize departmental resources.</p><p>• Coordinate hiring processes, conduct department orientations, and ensure compliance with HR policies and procedures.</p><p>• Facilitate inventory reviews and prepare reports for equipment and supply management.</p><p>• Organize and manage events, workshops, and committee meetings to support departmental goals.</p><p>• Serve as a liaison between customers, vendors, and internal departments to maintain positive relationships.</p><p>• Provide administrative support, ensuring smooth workflow and timely submission of required paperwork.</p><p>• Track and report cost management efforts, presenting findings during staff meetings.</p><p>• Identify opportunities for improvement and implement solutions to enhance departmental processes.</p><p>• Participate in assigned projects and complete tasks within established deadlines.</p>
<p>Our client, a fast-growing and innovative organization, is seeking a proactive <strong>Partner Programs Operations Coordinator</strong> to serve as a central operational pillar supporting the SI Alliances function. This is an excellent opportunity for a high-energy professional who thrives in a fast-paced environment and can independently manage reporting, internal tracking systems, and cross-functional coordination.</p><p><br></p><p>The ideal candidate combines strong technical proficiency—particularly in Salesforce—with working knowledge of AI-driven workflows and marketing automation tools such as Jeto/Marketo. This individual will act as a key liaison across Marketing, Operations, and Alliances teams to ensure a seamless and unified partner experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and update partner user data in Salesforce</li><li>Create presentations and other documents</li><li>Monitor and provide first line response for Partner Enablement team mailbox as it relates to partner portal user access and privileges</li><li>Update quarterly governance presentations</li><li>Provide contract support</li><li>Build and/or maintain internal systems for tracking</li><li>Manage weekly team meetings and other ad hoc meetings as appropriate</li><li>Draft and manage regular partner communications including newsletter, enablement and Partner Advisory Council</li><li>Provide support for prospective partner leads. Work with Alliance Manager to vet and capture meeting minutes for introductory calls</li><li>Liaise with Alliances, Marketing, Operations, and other teams to ensure a delightful and unified partnering experience</li><li>Assist with related special projects and other duties as needed</li></ul><p><br></p>
<p>We are looking for a skilled Event Planner to oversee the planning and execution of a high-profile annual Holiday Party. This large-scale event, hosted at a hotel venue, involves a significant budget and requires meticulous attention to detail from start to finish. As this is a long-term contract position, the selected candidate will be integral in managing logistics, vendor coordination, and ensuring the event meets the highest standards of quality and guest satisfaction.</p><p><br></p><p>Responsibilities:</p><p>• Plan and execute every aspect of the Holiday Party, utilizing existing project documentation as foundational resources.</p><p>• Coordinate closely with the internal planning team to ensure knowledge sharing and alignment throughout the project.</p><p>• Use Monday.com or similar project management tools to organize timelines, track deliverables, and communicate updates effectively.</p><p>• Manage all logistical aspects of the event, including vendor negotiations, décor, entertainment, catering, AV requirements, and guest arrangements.</p><p>• Maintain regular communication with the hotel to ensure all contractual agreements, including room bookings and food and beverage services, are fulfilled.</p><p>• Monitor and control the event budget, addressing potential issues proactively and ensuring accurate financial reporting.</p><p>• Ensure the event complies with company standards, procedures, and guest satisfaction expectations.</p><p>• Oversee on-site execution during the event, ensuring seamless coordination and timely issue resolution.</p><p>• Conduct post-event wrap-up activities, including debriefs and final reporting.</p><p>• Collaborate across teams to ensure the event aligns with organizational goals and delivers a memorable experience.</p>