We are seeking a VP of Technology to join our team in Atlanta, Georgia. This role is focused on implementing a buy and build strategy, optimizing cloud spend, and managing change within a lean IT team. The VP of Technology will play a crucial role in transforming the infrastructure of our acquisitions and building out the practice under the leadership of our senior executives.<br><br>Responsibilities:<br>• Develop and implement a comprehensive technology strategy that aligns with our business objectives<br>• Oversee the integration and optimization of cloud technologies, primarily AWS<br>• Manage systems implementation and change management processes<br>• Analyze and optimize cloud spend to ensure operational efficiency<br>• Collaborate with other executives to build out the practice<br>• Maintain a focus on ERP Solutions, using tools such as Netsuite, Intact, and Salesforce<br>• Handle client-facing responsibilities and establish strong relationships with stakeholders<br>• Utilize Agile Scrum methodologies to manage projects and deliver results<br>• Conduct audits and reviews to ensure compliance and performance<br>• Manage contracts and agreements related to technology procurement and partnerships<br>• Leverage knowledge of Computer Hardware and Cisco Technologies in strategic decision-making.
<p>A dynamic and values-driven financial services firm is seeking a <strong>Client Services Associate</strong> to join its team. This role is ideal for a service-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client experiences.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Services Associate plays a pivotal role in maintaining and enhancing client relationships. Acting as a primary point of contact for account-related inquiries, this individual ensures seamless service delivery and supports the broader advisory team in providing personalized financial solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first impression for clients, both in-person and over the phone.</li><li>Build and maintain strong client relationships through attentive and thoughtful service.</li><li>Handle client service requests, including account openings, transfers, deposits, withdrawals, and updates.</li><li>Monitor custodial alerts and take appropriate action.</li><li>Process required minimum distributions (RMDs) and other account maintenance tasks.</li><li>Collaborate with advisors to onboard new clients and educate them on account access.</li><li>Maintain accurate records in the CRM and manage client meeting calendars.</li><li>Support client communications and assist with mailings.</li><li>Contribute to special projects and administrative initiatives as needed.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>This job posting is for an <strong>Inside Sales Concierge Specialist</strong>, a role focused on managing inbound and outbound communications with patients in the aesthetics industry. Key responsibilities include booking paid consultations, converting leads into sales, handling patient inquiries across multiple channels (e.g., phone, email, social media), and reengaging patients. The role requires maintaining accurate CRM records, discussing financing options, collecting payments, and delivering excellent customer service.</p><p><br></p><p>The position is performance-driven, with strict <strong>Key Performance Indicators (KPIs)</strong> such as meeting monthly consult bookings, lead conversion rates, outbound communication targets (calls, texts, emails), and immediate responsiveness to patient inquiries (within 10 minutes). Additionally, it emphasizes professional communication, HIPAA compliance, self-education, and active collaboration in a fast-paced healthcare environment.</p><p><br></p><p>Applicants should be passionate about the aesthetics industry, possess outstanding communication skills, and demonstrate a proactive approach to learning and hitting sales goals. Regular performance monitoring and accountability are essential in this role. Failure to meet KPIs may lead to performance management or disciplinary action.</p>
<p>Robert Half Marketing and Creative is hiring for an <strong>Email Marketing Specialist </strong>with a client in Atlanta. This is a direct hire position.</p><p><br></p><p>We’re hiring an <strong>Email Marketing Specialist</strong> with <strong>4+ years of experience</strong> to own our email strategy, improve engagement, and drive revenue. You’ll work on everything from campaign planning and automation to segmentation and deliverability. If you love data-driven marketing and know how to craft emails that convert, we want to hear from you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li><strong>Own the end-to-end email marketing process</strong> – from campaign strategy to execution, optimization, and reporting.</li><li><strong>Develop, test, and optimize email workflows</strong> (welcome series, re-engagement, cart abandonment, product updates).</li><li><strong>Segment and personalize email campaigns</strong> to improve open rates, CTR, and conversions.</li><li><strong>Manage A/B testing</strong> for subject lines, content, CTAs, and send times.</li><li><strong>Analyze key performance metrics</strong> (deliverability, bounce rates, list growth, churn) and take action based on insights.</li><li><strong>Work with cross-functional teams</strong> (content, design, product, and sales) to align email marketing with broader campaigns.</li><li><strong>Stay ahead of trends</strong> in email marketing, automation, and audience engagement.</li></ul><p><br></p>
We are looking for a dedicated Tax Services Specialist to join our team in Rochester, New York. This long-term contract role requires an individual who excels in delivering exceptional customer service, possesses strong organizational skills, and thrives in a fast-paced environment. As a key contributor, you will play a vital role in ensuring timely and accurate tax-related processes while supporting both internal and external clients.<br><br>Responsibilities:<br>• Ensure timely follow-up on outstanding issues to meet service level agreements and resolve client concerns.<br>• Build and maintain a comprehensive understanding of company policies, procedures, and tax-related products.<br>• Organize and prioritize daily tasks with a focus on time-sensitive responsibilities.<br>• Handle diverse assignments, including payment processing, tax filings, account registrations, tax notice resolution, and data verification.<br>• Utilize systems such as Oracle, MasterTax, Prism, Salesforce, ClientSpace, and Microsoft Office to complete tasks efficiently.<br>• Research and resolve tax notices and discrepancies with accuracy and attention to detail.<br>• Uphold company values of integrity, accountability, service, and innovation in all interactions.<br>• Create and maintain spreadsheets to support data analysis and documentation needs.<br>• Provide exceptional customer support and address inquiries promptly.<br>• Perform additional responsibilities as assigned to support team objectives.
<p><strong>HEAD OF CUSTOMER SERVICE - International Company Located in Duluth</strong></p><p>We’re looking for a <strong>Head of Customer Service </strong>for one of our clients located in Duluth. The Head of Customer Service will be responsible for overseeing the entire customer journey—from initial onboarding through renewal and expansion. This strategic role is critical to driving engagement, retention, and growth across their customer base. As part of the senior leadership team, you’ll build and execute a world-class customer experience strategy that sets us apart in the industry. You’ll oversee customer success operations, champion cross-functional collaboration, and ensure that every client touchpoint is seamless, supportive, and value-driven.</p><p><br></p><p><strong>What You’ll Be Doing: </strong></p><ul><li>Design and implement a customer success vision aligned with business growth goals</li><li>Own key metrics like churn, CLTV, and net revenue retention</li><li>Champion a customer-first mindset across all departments</li><li>Lead and scale a high-performing team (Account Managers, Client Engagement, Onboarding & Support)</li><li>Provide coaching, resources, and direction to drive performance and career growth</li><li>Manage the post-sale customer journey to ensure satisfaction, loyalty, and long-term success</li><li>Identify and proactively solve issues to reduce churn and increase advocacy</li><li>Collaborate closely with Sales, Marketing, Product, and Operations to align strategies and deliver seamless customer experiences</li><li>Deliver customer insights that influence product innovation and go-to-market plans</li><li>Lead customer expansion through upselling, cross-selling, and value realization</li><li>Continuously improve processes around onboarding, renewals, and customer lifecycle</li><li>Leverage customer success platforms and CRM tools to track health scores, engagement, and retention</li><li>Report on trends, risks, and performance to executive leadership</li></ul><p><br></p>
<p>Are you an operations professional with a passion for precision and performance? Do you thrive in a dynamic, client-focused environment where attention to detail and collaboration are key? Our client, a highly successful Wealth Management firm, is looking for a Senior Associate, Operations to help deliver exceptional service to high-net-worth clients by managing and reconciling complex investment accounts with accuracy and efficiency.</p><p><br></p><p>In this role you will play a critical role in maintaining the integrity of client investment data and reporting. Using tools like Black Diamond, Fidelity Wealthscape, and Salentica/Salesforce, you’ll be responsible for the accurate and timely accounting of investable assets, reporting workflows, and alternative investment reconciliation. You’ll also support cross-functional teams and ensure seamless operational processes across the firm.</p><p><br></p><p>Key responsibilities will include: </p><p>· Oversee daily activity in client accounts, including cash flow, trades, and investment income.</p><p>· Manage the quarterly and ad-hoc client reporting workflow, collaborating closely with the investment and client relations teams.</p><p>· Handle capital calls, redemptions, and distributions related to alternative investments</p><p>· Work directly with third-party custodians (e.g., Fidelity) and platforms (e.g., Black Diamond) to reconcile account data and positions.</p><p>· Ensure accurate processing of wire transfers and support ad-hoc client operational requests.</p><p>· Monitor and resolve reconciliation issues in real-time, maintaining data accuracy across systems.</p><p><br></p><p>For immediate consideration for this position please email Alex.Muzaurieta@roberthalf.</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office.</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p><em>The salary for this position is up to $145,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid Financial Planning & Analysis Manager role please send your resume to [email protected]</em></p><p> </p><p>Upgrade your summer with a role that pays more, and respects your work-life balance. </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Assess & Establish Financial Framework: Familiarize yourself with the company’s financial systems, operational processes, and key performance metrics. Begin developing key financial models and establish reporting standards.</li><li>Build Relationships: Collaborate with key stakeholders (finance, operations, and senior leadership) to understand their needs and priorities. Initiate the creation of a foundational reporting package for monthly and quarterly financial reviews.</li><li>Identify Quick Wins: Evaluate the current financial processes and identify areas for immediate improvements, such as automating routine reports or optimizing the forecasting process.</li><li>Optimize Reporting & Forecasting Processes: Establish and standardize the company’s monthly and quarterly reporting cadence. Enhance financial forecasting models to improve the accuracy of projections and reflect key operational drivers.</li><li>Lead Data Analytics & BI Tool Integration: Partner with IT to enhance existing analytics in Salesforce and implement PowerBI dashboarding to enhance reporting capabilities and provide more in-depth, data-driven insights for decision-making.</li><li>Strategic Financial Planning: Collaborate on long-term strategic financial planning, leveraging deep insights to advise on growth opportunities, pricing models, and cost optimization strategies across the business.</li><li>Develop a Culture of Financial Accountability: Foster a strong financial discipline across all departments by providing consistent insights, training, and resources to help teams make informed financial decisions.</li></ul><p><br></p>
<p><strong>About the Firm</strong></p><p>Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this team builds deep, tailored relationships with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm’s culture emphasizes collaboration, customization, and long-term impact.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Services Associate</strong> will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This role sits between junior support staff and senior client-facing directors, offering a unique opportunity to grow into a leadership position while shaping internal processes and contributing to the firm’s continued scalability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions/redemptions, money movements, and reporting.</li><li>Coordinate wires, funding requests, and operational workflows for family office clients.</li><li>Support philanthropic operations for client-run foundations.</li><li>Monitor and assist with tax-related workflows and liaise with external accountants.</li><li>Review and approve investment performance reports.</li><li>Maintain CRM systems and organize client documentation for intuitive team access.</li><li>Partner with senior client service leaders to execute strategic initiatives.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Robert Half is seeking an experienced E-Commerce Marketing Specialist for a contract to hire position with our client in Southfield, Michigan. As an E-Commerce Marketing Specialist, you will be responsible for driving online sales and optimizing the client's ecommerce platform to enhance the customer shopping experience. </p><p><br></p><p>Responsibilities: </p><ul><li>Develop and execute e-commerce marketing strategies to increase online traffic, conversion rates, and revenue.</li><li>Manage and optimize the e-commerce platform, ensuring product listings are accurate and up to date.</li><li>Collaborate with the marketing team to create compelling product descriptions and engaging content.</li><li>Conduct market research and analyze competitor activities to identify opportunities and trends.</li><li>Implement SEO and SEM best practices to improve the website's search engine rankings.</li><li>Utilize analytics tools to measure website performance, track KPIs, and identify areas for improvement.</li><li>Work within e-commerce platforms like Woocommerce, Salesforce Commerce Cloud, Shopify, Squarespace, Amazon Seller Central.</li><li>Coordinate with cross-functional teams to plan and execute promotional campaigns.</li><li>Monitor and respond to customer feedback and inquiries to enhance customer satisfaction.</li><li>Stay up to date with e-commerce industry trends and best practices.</li></ul><p><br></p>
<p>We are looking for an experienced Procurement Manager to lead strategic sourcing initiatives within the Digital and Technology category. Involves collaboration with multiple departments, including IT, Legal, and Finance, to drive impactful results. The ideal candidate will possess expertise in negotiating technology agreements, managing supplier relationships, and optimizing contracts to deliver significant savings and value.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement sourcing strategies for key Digital and Technology categories, including enterprise applications, cloud services, and business applications.</p><p>• Lead contract negotiations with global technology providers, such as Microsoft, Oracle, Salesforce, Adobe, and other industry-specific software suppliers.</p><p>• Identify cost-saving opportunities through demand management, contract optimization, and strategic supplier engagement.</p><p>• Serve as the primary liaison for commercial and business terms between suppliers and internal departments, including procurement, legal, security, and risk management.</p><p>• Manage supplier relationships and mediate high-level issues to ensure effective problem resolution.</p><p>• Analyze spend data to uncover opportunities for cost reduction and maintain market and product knowledge documentation.</p><p>• Collaborate with global sourcing teams to aggregate data and develop strategies at both local and international levels.</p><p>• Operate independently to achieve strategic objectives and drive sourcing initiatives with minimal supervision.</p><p>• Support other procurement-related tasks and responsibilities as assigned.</p>
<p>Our <strong>Talent Managers</strong> work in a team environment and have responsibility for negotiating and developing business with new and current clients. Talent Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in accounting and finance departments. Additional responsibilities include: recruiting, interviewing and matching highly skilled accounting and finance professionals with clients’ projects, contract assignments and contract to full-time opportunities; managing ongoing engagements to deliver outstanding customer service to both clients and candidates; providing ongoing communication and career guidance to candidates; and participating in local trade association and networking events to increase Robert Half’s presence in the local business community.</p>
<p>We are looking for a skilled Accountant or Analyst with a solid background in accounting and finance to join our team in Long Beach, California. In this Contract-to-Permanent position, you will play a critical role in optimizing NetSuite to support financial operations, reporting, and compliance. You will collaborate closely with the accounting team to ensure efficient month-end closings, accurate billing, and seamless audits, while driving system improvements to enhance overall performance.</p><p><br></p><p>Responsibilities:</p><p>• Oversee financial processes within NetSuite, including accounts receivable, accounts payable, general ledger, and fixed assets.</p><p>• Support month-end and year-end close activities by managing reconciliations and preparing journal entries.</p><p>• Handle subscription billing processes to ensure accuracy and timeliness.</p><p>• Assist in budgeting and forecasting activities using NetSuite planning tools.</p><p>• Coordinate documentation for bi-annual audits and ensure compliance with applicable accounting standards.</p><p>• Configure and maintain NetSuite modules to align with financial workflows and optimize system performance.</p><p>• Manage user roles, permissions, and system security for finance-related functions.</p><p>• Develop and refine financial reports, dashboards, and KPIs for leadership decision-making.</p><p>• Identify opportunities for process enhancements to improve accuracy, efficiency, and internal controls.</p><p>• Provide training and documentation for finance and accounting staff on NetSuite functionality.</p>
<p>We are looking for an experienced SAP Consultant to join our team in Hartford, Connecticut. This is a long-term contract position requiring expertise in configuring SAP systems, optimizing inventory management, and improving forecasting processes. The role offers a hybrid work environment with occasional in-office meetings.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and clean existing data to ensure accuracy and usability within SAP systems.</p><p>• Configure SAP modules to optimize inventory setup and management processes.</p><p>• Integrate SAP with third-party systems, including Transcepta, to streamline operations.</p><p>• Develop and implement forecasting models to improve inventory predictions and production planning.</p><p>• Generate detailed inventory and production reports to support decision-making.</p><p>• Collaborate with stakeholders to gather business requirements and translate them into technical solutions.</p><p>• Ensure seamless API development and integration to enhance system functionality.</p><p>• Provide ongoing support and troubleshooting for SAP configurations and related modules.</p><p>• Maintain documentation of configurations, processes, and system changes for future reference.</p>
<p><strong>Job Description:</strong></p><p><strong>We are seeking a detail-oriented and data-driven Marketing Analytics Specialist</strong> to join our marketing team. In this role, you will be responsible for designing, executing, and optimizing marketing performance analyses. Your work will help drive data-informed business decisions by measuring the effectiveness of marketing campaigns, identifying trends, and highlighting opportunities for growth. Ideal candidates will have a strong background in data analytics, marketing strategies, and advanced tools to provide actionable insights for cross-functional teams.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Collect and analyze data from various marketing touchpoints, including digital advertising, website traffic, email campaigns, social media, and CRM platforms.</li><li>Interpret and report on key performance indicators (KPIs) to measure campaign effectiveness and ROI.</li><li>Develop dashboards, visualization tools, and comprehensive reports to communicate insights and recommendations to marketing and leadership teams.</li><li>Collaborate with the marketing team to refine customer segmentation using data-driven models.</li><li>Identify and recommend opportunities for improving campaign strategies, workflows, or audience targeting.</li><li>Monitor and report industry trends, benchmarking competitors’ performance.</li><li>Ensure data accuracy and compliance with privacy laws and regulations, including GDPR and CCPA.</li><li>Partner with cross-departmental teams to integrate marketing analytics into broader business strategies.</li><li>Stay up-to-date on marketing technology tools, analytics platforms, and data acquisition methods.</li></ul><p><br></p>
We are looking for an experienced Customer Support Manager to lead a dynamic team in delivering exceptional support services for payment products. This role is based in American Fork, Utah, and focuses on ensuring efficient ticket resolution, fostering team development, and enhancing customer satisfaction. The ideal candidate will combine strong leadership skills with a passion for process improvement and a commitment to operational excellence.<br><br>Responsibilities:<br>• Manage daily operations of the Customer Support team, ensuring timely and accurate resolution of support tickets.<br>• Develop and refine workflows, policies, and strategies to optimize ticket resolution and improve customer satisfaction.<br>• Serve as the primary escalation point for complex or high-priority customer issues, facilitating prompt and effective solutions.<br>• Monitor team performance using KPIs and metrics, ensuring adherence to company standards and achieving operational targets.<br>• Collaborate with internal departments to address recurring issues and recommend enhancements to products and services.<br>• Provide coaching and mentorship to team members, fostering growth and technical skill development.<br>• Design and deliver comprehensive training programs for new hires and ongoing education for the support team.<br>• Conduct regular performance evaluations, establish clear goals, and provide constructive feedback to drive improvement.<br>• Lead team meetings to communicate updates, share best practices, and align on strategic objectives.<br>• Evaluate and implement tools and technologies to enhance team efficiency and streamline support processes.
<p>Robert Half is seeking an Administrative Assistant who will play a key role in ensuring the smooth operation of the office and providing administrative support to a local and growing organization. The ideal candidate is detail-oriented, resourceful, and able to manage multiple responsibilities simultaneously while maintaining a positive and professional demeanor.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Organize and maintain office records, files, and documents (electronic and physical).</li><li>Manage incoming and outgoing communications, including emails and phone calls, while promptly addressing inquiries.</li><li>Coordinate schedules, appointments, and meetings, often across multiple time zones.</li><li>Prepare and proofread correspondence, reports, and other office documentation.</li><li>Assist with data entry, expense reporting, and maintaining accurate records.</li><li>Oversee office supplies inventory and liaise with vendors when necessary.</li><li>Support event planning, travel arrangements, and logistics as needed.</li><li>Collaborate with various teams to ensure projects stay on track and deadlines are met.</li><li>Perform other administrative duties as assigned to support the team and leadership.</li></ul><p><br></p>
We are looking for an experienced Finance Manager to join our team on a contract basis in Baltimore, Maryland. In this role, you will oversee financial operations, provide strategic guidance, and ensure the organization’s financial health through effective planning and management. This position requires a strong background in accounting, financial forecasting, and operational strategy.<br><br>Responsibilities:<br>• Develop and implement financial strategies to support organizational goals, including forecasting resources and creating actionable plans.<br>• Monitor and analyze financial performance, identifying variances and initiating corrective measures to improve results.<br>• Provide financial projections, accounting services, and growth plans to enhance the company’s financial position.<br>• Manage relationships with financial institutions, negotiating credit lines and interest rates to optimize funding.<br>• Oversee daily and monthly bank reconciliations, general ledger management, and financial transaction processing.<br>• Ensure compliance with finance policies, procedures, and regulatory standards while maintaining accurate records.<br>• Handle all aspects of 401(k) management and investment account reconciliation.<br>• Manage liability insurance, leased equipment, and escrow accounts, ensuring operational efficiency.<br>• Prepare detailed financial reports, including forecasting and variance analysis, to support decision-making.<br>• Collaborate with leadership to identify opportunities for cost reduction, operational improvements, and system enhancements.
<p>Robert Half is looking for a bookkeeper with strong social skills and a collaborative work style. If you combine dynamic communication skills with a positive attitude and a professional demeanor, then you may thrive in this position. </p><p><br></p><p>The Bookkeeper will be over:</p><ul><li>Support the Accountant and Operations team in maintaining meticulous financial records in the organization's accounting system (e.g., QuickBooks Online), ensuring all transactions, including donations, grants, and event-related revenue, are coded according to the organization’s chart of accounts</li><li>Handle/Take responsibility for daily cash receipts process, including depositing checks via mobile upload, visiting the local bank, and preparing daily cash receipts listings</li><li>Track and report expenditures on multiple restricted grants and contracts</li><li>Prepare and file 1099s</li><li>Collaborate with the development team to reconcile donation records between the accounting systems and Salesforce CRM on a weekly basis</li><li>Coordinate the full cycle of accounts payable and receivable, including processing invoices, preparing bi-weekly check runs and ACH transactions for approval, and resolving vendor discrepancies in a timely manner</li></ul><p><br></p>
<p>Robert Half is partnering with a growing SaaS and cloud-hosting company in Nashua, NH that is looking to add an Accounting Manager to their team. This role is highly visible within the organization and offers the chance to lead the financial close process, oversee GAAP compliance, and mentor a team while driving process improvements in a dynamic, fast-moving environment.</p><p><br></p><p>Why This Opportunity Stands Out</p><ul><li>Hybrid schedule – In-office Tuesday through Thursday, remote on Mondays and Fridays</li><li>Free lunch provided every Tuesday and Thursday in the office</li><li>Strong benefits package including health, dental, vision, 401k, and more</li><li>Company growth – Join a rapidly expanding SaaS organization with exciting opportunities ahead</li><li>Fun company culture – Regular events and team-building activities</li></ul><p><br></p><p>Key Responsibilities</p><ul><li>Lead the monthly, quarterly, and annual close processes; ensure accuracy of financial statements</li><li>Oversee compliance with ASC 606 and SaaS-specific revenue recognition standards</li><li>Manage, mentor, and develop a team of accounting professionals</li><li>Ensure GAAP compliance, review journal entries, reconciliations, and account analyses</li><li>Drive process improvements and leverage ERP/automation tools to optimize workflows</li><li>Collaborate with FP& A, revenue operations, procurement, and external auditors</li><li>Provide accurate financial reporting and SaaS KPIs</li></ul>
<p>Our client is seeking a highly skilled and experienced Senior Executive Assistant to provide executive-level administrative support to senior leadership. In this role, you will act as the right hand to senior executives, ensuring their time, priorities, and operations are managed efficiently. The ideal candidate has exceptional organizational skills, a deep sense of discretion, and the ability to anticipate needs in a fast-paced environment. Your contributions will be critical to the success of our executive team and the organization at large.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage highly complex calendars for senior executives, including scheduling meetings, resolving conflicts, and ensuring optimal time management </li><li>Coordinate and prepare materials for high-level presentations, reports, and executive meetings.</li><li>Serve as the primary liaison between the senior executive(s) and internal/external stakeholders.</li><li>Arrange executive travel, accommodations, itineraries, and process subsequent expense reports with accuracy and attention to detail.</li><li>Handle confidential and sensitive information with the utmost professionalism and discretion.</li><li>Proactively anticipate executive needs and provide preparation or follow-up for business meetings.</li><li>Oversee special projects or initiatives as assigned by senior leadership, ensuring successful execution.</li><li>Foster collaborative working relationships within the organization, acting as a gatekeeper and problem solver for executives.</li></ul><p><br></p>
<p>support to senior leadership. The ideal candidate will possess excellent organizational, communication, and problem-solving skills while maintaining a polished and professional demeanor.</p><p> </p><p>Key Responsibilities:</p><p> </p><ul><li>Serve as a trusted partner to senior executives by managing calendars, coordinating meetings, and arranging domestic and international travel schedules.</li><li>Oversee correspondence, including drafting emails, preparing presentations, and handling highly confidential information with discretion.</li><li>Act as the main point of contact for internal and external stakeholders, ensuring communications are clear and aligned with executives.</li><li>Organize and execute corporate events, meetings, and off-site functions, ensuring all logistical needs are met.</li><li>Streamline day-to-day operations by managing records, processing documentation, and continuously improving administrative systems.</li><li>Provide support for ad hoc projects and initiatives as needed.</li></ul><p><br></p>
<p>Do you excel at delivering outstanding customer experiences and creating meaningful connections? Are you fluent in Spanish and English with a talent for problem-solving and fostering customer loyalty? Our client is seeking a Spanish Bilingual Customer Experience Specialist to provide exceptional service to a diverse customer base. This role blends communication, empathy, and efficiency, allowing you to support customers and contribute to the success of a mission-driven organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Customer Interaction:</strong> Deliver excellent service by answering inquiries, resolving issues, and offering solutions to customers via phone, email, and other communication platforms—both in Spanish and English.</li><li><strong>Problem-Solving:</strong> Actively listen to customer concerns and address them with empathy, patience, and efficiency while providing clear guidance.</li><li><strong>Bilingual Support:</strong> Serve as the primary contact for Spanish-speaking customers, ensuring cultural sensitivity and effective communication.</li><li><strong>Data Management:</strong> Maintain accurate records of customer interactions and resolutions using CRM systems.</li><li><strong>Feedback Collection:</strong> Capture customer feedback and identify trends to help improve processes and service delivery.</li><li><strong>Collaborative Communication:</strong> Partner with internal departments to escalate issues, streamline workflows, and align customer needs with company goals.</li><li><strong>Customer Retention:</strong> Build rapport with repeat customers, maintaining relationships that foster satisfaction and loyalty.</li><li><strong>Brand Representation:</strong> Uphold the organization’s mission, values, and reputation in your interactions with customers.</li></ul><p><br></p>
