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62 results for Customer Service Manager in Davis, CA

Customer Service Analyst

Petaluma, CA
onsite
Temporary / Contract
26.91 - 31.16 USD / Hourly
We are seeking a detail-oriented contract Customer Service Analyst to support a key project initiative. This role focuses on stakeholder communications, case management, data tracking, and administrative coordination to ensure timely resolution of requests and efficient project execution. Key Responsibilities Manage and follow up on orders, requests, and status updates, ensuring timely and accurate communication Track and maintain cases and service requests, including supporting documentation and resolution details Maintain project trackers and provide regular updates on case progress and overall project milestones Perform data entry, analysis, reconciliation, and reporting to support operational and project priorities Collaborate cross-functionally with internal teams to resolve issues and improve response timelines Support escalation processes to ensure complex inquiries are addressed efficiently Ensure accuracy, consistency, and completeness of records in accordance with company standards
2026-06-10T21:58:56Z

Client Service Associate | Established RIA Firm!

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
If you are early in your wealth management journey and want to join an established Wealth Management firm, please message Jennifer Fukumae on LinkedIn for quickest consideration! Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-10T23:23:40Z

Customer Success Specialist

Rohnert Park, CA
onsite
Temporary / Contract
23.00 - 27.00 USD / Hourly
We are looking for a Customer Success Specialist to join a wholesale distribution team in Rohnert Park, California. This Long-term Contract position is ideal for someone who enjoys balancing customer communication, shipment coordination, and hands-on administrative support in a fast-moving environment. The role focuses on preparing client materials, keeping distribution activities organized, and ensuring questions from customers are handled promptly and professionally. Responsibilities: • Assemble and prepare sample packages for client and prospect requests, making sure each shipment is complete, accurate, and professionally presented. • Coordinate outgoing deliveries by arranging packaging, shipment processing, and tracking activities to support on-time distribution. • Maintain detailed records of orders, shipment activity, and customer interactions so information remains current and easy to access. • Monitor stock levels for sample kit components and request replenishment materials before supplies run low. • Answer inbound customer calls and emails, resolve routine questions, and direct more complex matters to the appropriate team members. • Work closely with internal partners to support smooth fulfillment of requests and a consistent customer experience. • Review shipping and packaging details carefully to reduce errors and support quality service standards.
2026-06-12T22:34:03Z

Sales Assistant

Stockton, CA
onsite
Temporary to Hire
18.05 - 20.90 USD / Hourly
We are looking for a motivated Sales Assistant to join our team in Stockton, California in a contract opportunity with potential for a permanent position within the independent banking industry. This role focuses on connecting with prospective business clients, presenting service offerings in a clear and persuasive way, and supporting them through the onboarding process. The ideal candidate brings strong communication skills, a detail-oriented approach to sales conversations, and the drive to meet performance goals while building lasting client relationships. Responsibilities: • Engage with prospective business clients by phone, online channels, and other outreach methods to introduce company services and generate new sales opportunities. • Guide interested merchants through application and enrollment steps, ensuring they understand service options, pricing, and related fees. • Maintain consistent follow-up with new and existing clients to strengthen relationships, encourage ongoing engagement, and identify referral opportunities. • Use social media platforms and online research tools to develop a steady pipeline of self-generated leads. • Prepare and deliver tailored sales presentations that address client needs and highlight the value of available solutions. • Respond confidently to client questions and objections while preserving a respectful, attentive customer experience. • Track daily activity, sales progress, and workload updates, and provide reports to management as requested. • Work toward assigned daily and monthly targets while staying aligned with company standards, leadership direction, and industry developments.
2026-06-03T19:28:49Z

Operations Manager

Sacramento, CA
onsite
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
We are looking for a Firm Administrator to oversee office operations and strengthen the day-to-day performance of a legal practice in Sacramento, California. This position works closely with attorneys and firm leadership to improve workflow consistency, support team development, and promote strong client service outcomes. The ideal candidate brings operational discipline, sound administrative judgment, and the ability to connect staffing, process, and financial priorities in a well-organized office environment. Responsibilities: • Guide the coordination of legal support workflows from initial case transfer through final resolution, helping teams maintain consistent and efficient execution. • Track operational and performance indicators such as client experience, matter movement, attorney productivity, team capacity, resolution timelines, and the use of firm technology tools. • Work alongside managing attorneys and leadership to ensure business operations support legal objectives, service quality, and overall case progress. • Build, refine, and document office procedures that help legal and administrative teams follow standardized practices across the firm. • Partner with human resources on hiring efforts, onboarding support, and the continued growth of current and future team members. • Provide leadership and coaching support to supervisors, managers, case management staff, and other operational leaders across the office. • Reinforce accountability, career development, and a culture centered on collaboration, continuous improvement, and firm values. • Serve as the main operational connection point between legal teams and executive leadership for planning, communication, and issue resolution. • Contribute to workforce planning, budget input, office efficiency initiatives, and profitability-focused operational strategy.
2026-06-02T22:43:44Z

Financial Planning Manager | RIA Firm | 1 Day in Office!

Walnut Creek, CA
remote
Permanent / Full Time
175000.00 - 200000.00 USD / Yearly
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.📍 Walnut Creek, CA (Hybrid – 2 days onsite)💰 $175,000 – $220,000 base salary DOE⏰ Family Fridays – the firm closes at 1PM every FridayAn established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.What This Role Looks LikeThis position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.You will:<ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul>ResponsibilitiesAs the Financial Planning Manager, you will:<ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul>
2026-06-01T19:54:10Z

Senior Client Service Associate | UHNW Clients

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 110000.00 USD / Yearly
📩 Interested? Let’s connect. Reach out to Jennifer Fukumae on LinkedIn to explore this role or other wealth management opportunities in my network. Jennifer Fukumae 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. This is a fully remote role with option to work hybrid in the San Francisco office. 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. What You’ll Do:<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>
2026-06-10T23:33:42Z

Senior Accountant

Walnut Creek, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Senior Accountant- Management Company| Asset Management | San Francisco; Hybrid; *2 days Per Month A growing financial services organization is seeking an experienced Senior Accountant to lead accounting operations for a portfolio of management company clients within the venture capital and private equity industry. This position offers the opportunity to work closely with sophisticated investment firms while managing client relationships, accounting processes, and a team of accounting professionals. Key Responsibilities<ul><li>Oversee accounting operations for multiple management company entities and client engagements.</li><li>Lead the onboarding of new clients, including implementation of accounting systems, workflows, and best practices.</li><li>Manage, mentor, and develop accounting staff, including senior and junior team members.</li><li>Review financial transactions, journal entries, account reconciliations, and supporting schedules for accuracy and completeness.</li><li>Oversee accounts payable, expense management, payroll processing, and related reporting activities.</li><li>Prepare and deliver monthly and quarterly financial reports to management and stakeholders.</li><li>Coordinate 1099 reporting and assist with federal, state, and local tax compliance requirements.</li><li>Support budgeting, forecasting, and financial planning initiatives.</li><li>Serve as the primary contact for client relationships, ensuring timely communication and exceptional service.</li><li>Partner with internal teams to reconcile intercompany transactions and resolve accounting discrepancies.</li><li>Respond to ad hoc financial, operational, and reporting requests from clients and leadership.</li></ul>
2026-06-12T21:28:45Z

Senior Client Service Associate | Wealth Management Firm

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Interested? Please send a message to Jennifer Fukumae on LinkedIn for quickest consideration or if interested in other CSA roles in the pipeline. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-06-01T19:48:47Z

Administrative Assistant

Sacramento, CA
onsite
Temporary to Hire
20.00 - 30.00 USD / Hourly
Position OverviewWe are seeking a reliable, professional, and detail-oriented individual for a long-term part-time Administrative role. This is an excellent opportunity for someone looking for consistent, ongoing part-time work in a supportive office environment. The ideal candidate will serve as the friendly first point of contact for our clients, visitors, and team members while providing essential administrative support, particularly with invoicing and general office operations.Key Responsibilities<ul><li>Answer and screen incoming phone calls in a professional and courteous manner, directing inquiries to the appropriate team members</li><li>Greet and assist visitors entering the office, providing excellent customer service as the first point of contact</li><li>Manage invoices: prepare, process, verify, and track invoices accurately and timely</li><li>Perform general administrative tasks including filing, data entry, mail distribution, and office supply management</li><li>Maintain a clean, organized, and professional front office/reception area</li><li>Support other administrative needs as required to ensure smooth daily office operations</li></ul>
2026-06-05T16:14:10Z

Inside Sales Representative

Concord, CA
onsite
Temporary to Hire
19.00 - 20.00 USD / Hourly
We are looking for a motivated Inside Sales Representative to join a healthcare-focused team. This contract-to-permanent opportunity is ideal for someone beginning a sales career who enjoys helping individuals and families make informed decisions that support safety and independence. In this role, you will engage with warm inbound and marketing-generated leads, provide thoughtful guidance on available solutions, and build trust through consultative conversations. The position offers training, coaching, and a strong path for career growth while contributing to meaningful outcomes for customers. After 90 days, you will be eligible to start earning commission in additional to your hourly pay. This position does require Saturday availability, as well as M-F 6am start time availability. This role is hybrid, with three days in office. Inside Sales Representative Responsibilities:• Engage with inbound and marketing-generated prospects to understand their needs and recommend suitable products, pricing, and service options.• Conduct consultative sales conversations with older adults, caregivers, and family members, addressing questions related to dependability, ease of use, and overall value.• Turn promising opportunities into new customer accounts by clearly explaining benefits and helping prospects make timely purchasing decisions.• Maintain accurate records of customer interactions, lead details, and sales progress within company systems.• Manage ongoing follow-up activities to keep prospects engaged and move opportunities through the sales pipeline.• Achieve daily outreach expectations, conversion benchmarks, and revenue goals in a fast-paced sales environment.• Partner with colleagues and leadership to share feedback on prospect behavior, common objections, and lead performance trends. If you are interested in this Inside Sales Representative position, apply today!
2026-06-11T16:23:46Z

Senior Client Service Associate

Walnut Creek, CA
remote
Permanent / Full Time
70000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T22:08:46Z

Executive Assistant

Walnut Creek, CA
onsite
Temporary to Hire
40.00 - 50.00 USD / Hourly
We are looking for an experienced and resourceful Executive Assistant to provide senior-level support in Walnut Creek, California. This fully on-site opportunity is a Contract to permanent position with a nonprofit organization that values professionalism, sound judgment, and strong follow-through. The right candidate will bring a high level of organization, technical confidence, and the ability to stay ahead of shifting priorities in a fast-moving environment. Executive Assistant Responsibilities:• Oversee a demanding executive calendar by arranging appointments, coordinating meeting schedules, and adjusting priorities as business needs change.• Organize donor-facing meetings from start to finish, including preparing materials, managing logistics, and handling timely follow-up communication.• Create and edit business documents, reports, presentations, and correspondence using Microsoft Office tools with accuracy and professionalism.• Support in-person meetings and office events by arranging meals, confirming details, and ensuring spaces are prepared in advance.• Anticipate executive needs by identifying potential conflicts, solving administrative issues early, and keeping daily operations running smoothly.• Manage a mix of business and personal support tasks with a high degree of discretion, confidentiality, and attention to detail.• Serve as a dependable point of coordination for communications, inquiries, and requests requiring executive awareness or action.• Take on additional administrative duties as needed while maintaining a positive, flexible, and service-oriented approach. If you are interested in this Executive Assistant role, please submit your resume today!
2026-06-11T16:23:46Z

Property Administrator

Napa, CA
onsite
Temporary / Contract
23.00 - 25.00 USD / Hourly
We are looking for a Property Administrator to support housing operations for a non-profit organization in Napa, California. This Long-term Contract position focuses on resident intake, occupancy coordination, compliance administration, and day-to-day property support. The ideal candidate will bring strong knowledge of affordable housing programs, stay organized in a fast-paced environment, and provide attentive service to applicants and residents alike. Responsibilities: • Evaluate housing applications to confirm eligibility, manage applicant waitlists, and coordinate unit tours for prospective residents. • Process incoming residents in accordance with established affordable housing and property program requirements while maintaining accurate and orderly files. • Prepare lease documentation, explain occupancy terms to new residents, and complete all related move-in paperwork thoroughly and on time. • Conduct regular inspections of the property each day to maintain management visibility and monitor overall curb appeal and community conditions. • Track vacant unit readiness by following up with maintenance teams and vendors, and review turnover progress daily to help reduce downtime. • Minimize vacancy exposure by advancing multiple applicants with relevant experience when notice to vacate is received from current residents. • Distribute rental charges, collect rent payments and security deposits, and forward required documentation to the accounting team. • Partner with accounting staff on tenant status updates and complete recurring weekly, monthly, and compliance reporting, including annual resident recertifications. • Participate in required training programs, including occasional sessions that may involve overnight travel.
2026-06-12T23:23:39Z

Legal Secretary

Sacramento, CA
remote
Temporary / Contract
30.00 - 40.00 USD / Hourly
Job SummaryWe are seeking a detail-oriented and organized Legal Secretary to join our team on a contract or contract-to-hire basis. In this role, you will provide essential administrative and paralegal support to attorneys, contributing to seamless case management and exceptional client service. This position offers the opportunity to work in a collaborative environment where your contributions directly impact clients’ lives. We are actively looking for candidates who are open to contract and contract-to-hire arrangements, with strong potential for long-term placement based on performance and firm needs.Key Responsibilities<ul><li>Manage calendars, schedule appointments, and coordinate court appearances, depositions, and client meetings for multiple attorneys.</li><li>Prepare, file, and organize legal documents, including pleadings, motions, discovery requests, and settlement agreements related to personal injury claims.</li><li>Handle client communications via phone, email, and in-person interactions, providing updates on case progress and gathering initial intake information for accident or injury reports.</li><li>Conduct basic research on case details, such as medical records, accident reports, and insurance policies, to support trial preparation.</li><li>Maintain confidential client files, ensuring compliance with legal standards and firm protocols for sensitive personal injury documentation.</li><li>Assist with billing, expense tracking, and contingency fee calculations, while coordinating with medical providers and expert witnesses.</li><li>Perform general office duties, including data entry, transcription of attorney notes, and preparation of correspondence for negotiations or settlements.</li></ul>
2026-06-01T20:53:52Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent / Full Time
120000.00 - 170000.00 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-05-29T13:58:49Z

Dispatcher

West Sacramento, CA
remote
Temporary / Contract
25.00 - 30.00 USD / Hourly
Job SummaryThe Dispatcher plays a critical role in coordinating efficient and safe transportation operations. This position serves as the central communication hub between drivers, customers, and internal teams, ensuring on-time deliveries/pickups, quick resolution of issues, and optimal routing. The ideal candidate thrives in a fast-paced environment, excels at multitasking, and maintains calm, professional communication under pressure.Key Responsibilities<ul><li>Receive, prioritize, and assign service requests, delivery orders, or transportation jobs to drivers in real-time</li><li>Monitor driver locations, vehicle status, and route progress using GPS and fleet-management software</li><li>Communicate clearly and frequently with drivers via phone, radio, and messaging apps regarding route changes, traffic conditions, delays, or customer requirements</li><li>Proactively resolve issues such as vehicle breakdowns, traffic delays, customer complaints, or schedule conflicts</li><li>Optimize routes and loads to improve efficiency, reduce costs, and meet delivery windows</li><li>Maintain accurate records of driver logs, delivery statuses, proof of delivery, and incident reports</li><li>Coordinate with customers to confirm appointments, provide ETA updates, and handle special instructions</li><li>Ensure compliance with DOT regulations, hours-of-service rules, safety protocols, and company policies</li><li>Assist with emergency response and after-hours/on-call coverage as needed</li><li>Prepare daily, weekly, and monthly reports on performance metrics (on-time percentage, miles driven, etc.)</li></ul>
2026-06-04T21:43:52Z

Accounting Clerk

Benicia, CA
onsite
Permanent / Full Time
25.50 - 28.50 USD / Hourly
Our team is seeking an Accounting Clerk for our Full-Time Engagement Professionals practice. In this role, you will support client projects with accounts payable, accounts receivable, billing, collections, and general accounting tasks. The ideal candidate has intermediate Excel skills, strong data entry accuracy, and a degree in accounting, finance, or a related field. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Key Responsibilities <ul><li>Support day-to-day accounting operations across accounts payable, accounts receivable, billing, and collections.</li><li>Process invoices, post payments, and assist with vendor and customer account maintenance.</li><li>Generate and distribute invoices, monitor aging reports, and follow up on outstanding balances.</li><li>Reconcile account activity and research discrepancies to support accurate financial records.</li><li>Perform high-volume data entry with speed and accuracy.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries in a timely and professional manner.</li><li>Maintain organized accounting documentation and support month-end close activities as needed.</li><li>Use Excel to prepare reports, track account activity, and support data review and analysis.</li><li>Adapt quickly to new client systems, workflows, and processes while delivering high-quality support.</li></ul>
2026-06-08T15:43:46Z

PC Technician

Sacramento, CA
onsite
Temporary / Contract
25.34 - 29.34 USD / Hourly
We are looking for a PC Technician to support onsite technology needs for a diverse range of business environments in Sacramento, California. This Long-term Contract position is ideal for a hands-on, detail-oriented individual who can manage service visits independently, resolve technical issues across hardware and connectivity, and provide an excellent client experience. The role combines field support, device installation, and structured cabling work, with opportunities to assist in varied commercial settings including healthcare and retail locations. Responsibilities: • Complete scheduled installations, service requests, and urgent support visits at client locations within the Sacramento, California area. • Diagnose and resolve entry- to mid-level technical issues involving computer hardware, network connectivity, telecommunications equipment, and end-user devices. • Travel to customer sites within an assigned local radius and manage appointments effectively within designated service windows. • Install, route, and terminate structured cabling, including CAT5 and CAT6, while maintaining clean and organized work areas. • Coordinate with remote support teams through collaboration platforms such as Slack to troubleshoot issues and confirm next steps when additional assistance is needed. • Deliver detail-oriented onsite service by communicating clearly with clients, setting expectations, and ensuring work is completed to a high standard. • Support technology deployments across commercial environments such as retail locations, hospitals, dental offices, and other business facilities. • Maintain accurate updates on field activity, service progress, and issue resolution while working with minimal supervision. • Contribute to additional low-voltage, telephony, AV, or fiber-related tasks when project needs require broader technical support.
2026-05-27T15:38:47Z

Manager of Benefits

Roseville, CA
onsite
Permanent / Full Time
135000.00 - 155000.00 USD / Yearly
Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. My client is looking for an experienced Manager of Benefits to lead benefit strategy, administration, and team oversight. This role combines people leadership and program planning to ensure benefit offerings remain compliant, competitive, and responsive to organizational needs. The ideal candidate brings strong knowledge of employee benefits, sound judgment in evaluating programs and partners, and the ability to communicate effectively with a wide range of stakeholders. Responsibilities:• Lead the daily operations of the benefits function, including supervising staff, setting expectations, providing coaching, and supporting ongoing development.• Represent benefit programs in meetings and formal presentations for leadership groups.• Shape and refine policies, procedures, and administrative practices to support effective benefit delivery and alignment with applicable regulations.• Review benefit vendors and service partners, assess performance and value, and recommend solutions that best serve program participants.• Work closely with brokers, consultants, and insurance carriers to maintain practical, cost-conscious benefit plans and coverage options.• Analyze plan performance and financial considerations to develop pricing recommendations for self-funded benefit offerings.• Monitor market developments and organizational priorities to propose enhancements or changes to existing benefit programs.• Coordinate materials and supporting documentation for committee meetings, including agenda preparation and related follow-up details.• Maintain strong relationships with member agencies through regular communication, education, outreach, and support on benefit-related matters.• Oversee group implementation activities such as needs assessment, enrollment coordination, consultation, and benefits data management, while traveling as needed for meetings, conferences, training, and member events.
2026-06-09T20:54:39Z

Inside Recruiter – Healthcare Practice

Sacramento, CA
remote
Permanent / Full Time
68640.00 - 85785.00 USD / Yearly
Our Sacramento Healthcare Practice is seeking an Inside Recruiter to support hiring needs across administrative customer support, finance and accounting, and nonclinical healthcare roles. This individual will play a key role in identifying, attracting, and placing top talent for a variety of healthcare-related opportunities while partnering closely with internal teams and clients. This is a hybrid position based in Sacramento, offering a blend of in-office collaboration and remote flexibility. Key Responsibilities<ul><li>Manage full-cycle recruiting for roles within administrative customer support, finance and accounting, and nonclinical healthcare.</li><li>Source, screen, and interview candidates to assess qualifications, experience, and interest.</li><li>Build and maintain strong pipelines of active and passive talent.</li><li>Partner with internal stakeholders to understand hiring needs and align recruiting strategies.</li><li>Write and post job advertisements across appropriate channels.</li><li>Conduct candidate outreach, scheduling, and follow-up throughout the hiring process.</li><li>Maintain accurate candidate records and activity tracking in internal systems.</li><li>Stay informed on market trends and talent availability within the healthcare space.</li><li>Deliver a high-quality candidate and stakeholder experience throughout the recruitment lifecycle.</li></ul>
2026-06-10T21:48:39Z

Accounting Manager

Concord, CA
onsite
Temporary / Contract
55.00 - 65.00 USD / Hourly
Our nonprofit education client is seeking an Accounting Manager in the East Bay Constra Costa area. This Long-term Contract position will play a key role in ensuring timely processing across payables, cash activity, fixed assets, and month-end close. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to manage detailed financial transactions with accuracy and consistency. This is a hybrid role that requires onsite work in Concord 3+ days per week and is expected to pay between $55/hr and $65/hr DOE. Responsibilities:• Oversee the full accounts payable cycle, including vendor record maintenance, purchase order review, invoice processing, payment preparation, and annual 1099 reporting• Record financial activity in the general ledger by preparing journal entries, posting payments and adjustments, and verifying the accuracy of account coding• Manage cash handling processes by documenting incoming checks and cash, preparing deposits, posting miscellaneous receipts, and coordinating online payment activity• Support billing and collections functions by maintaining accurate transaction records and helping ensure funds are applied correctly and on time• Maintain fixed asset records by adding new assets, tracking construction in progress, calculating monthly depreciation, and reconciling subledger balances to the general ledger• Lead recurring close activities through account reconciliations, allocation entries, inventory-related adjustments, and preparation of supporting schedules for restricted funds and investments• Prepare required tax-related filings such as quarterly sales and use tax returns and assist with other compliance reporting as needed• Provide support for payroll processing and partner with the Controller on additional accounting assignments and special projects
2026-06-11T01:53:41Z

Sales Representative

Yuba City, CA
onsite
Temporary / Contract
20.00 - 25.00 USD / Hourly
Job SummaryThe Sales Representative will drive revenue growth by identifying and pursuing new business opportunities, building strong client relationships, and closing sales deals. This role involves promoting our products or services to potential customers, meeting sales targets, and contributing to the overall success of the sales team. The ideal candidate is results-oriented, persuasive, and thrives in a competitive environment, with a passion for delivering exceptional customer value.Key Responsibilities<ul><li>Prospect and qualify leads through cold calling, networking, and research to build a robust sales pipeline.</li><li>Conduct product demonstrations, presentations, and negotiations to effectively communicate value propositions and close sales.</li><li>Maintain and expand relationships with existing clients, identifying upsell and cross-sell opportunities to maximize revenue.</li><li>Achieve and exceed monthly, quarterly, and annual sales quotas while tracking progress using CRM tools.</li><li>Collaborate with marketing, product, and support teams to align on strategies and resolve customer issues.</li><li>Analyze market trends, competitor activities, and customer feedback to inform sales approaches and improve performance.</li><li>Prepare accurate sales reports, forecasts, and documentation to support data-driven decision-making.</li><li>Attend industry events, trade shows, and client meetings to represent the company and generate new leads</li></ul>
2026-06-04T20:58:52Z

Accounting Manager

St. Helena, CA
onsite
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
We are looking for an Accounting Manager to oversee the full finance and accounting function for a multi-entity wine business based in St. Helena, California. This position is ideal for a hands-on individual who can independently manage day-to-day accounting, reporting, compliance, payroll, and operational finance activities across several related entities. The role requires strong ownership, sound judgment, and the ability to balance detailed transactional work with higher-level financial oversight in a complex inventory and production environment. Responsibilities: • Lead end-to-end accounting operations for four related entities, including journal entries, reconciliations, accruals, prepaids, fixed assets, and monthly close activities. • Prepare individual and consolidated financial reports each month, ensuring accurate results, timely reporting packages, and support for year-end close and audit readiness. • Manage intercompany accounting, cash activity, bank reconciliations, accounts payable, accounts receivable, collections follow-up, and weekly payment processing across all entities. • Oversee inventory and cost accounting for winery and warehouse operations, including production allocations, vineyard-related cost tracking, finished goods valuation, and reconciliation across multiple storage locations. • Administer wholesale, direct-to-consumer, custom crush, and bulk wine financial transactions by recording sales activity, billing customers, and reconciling related expenses. • Coordinate regulatory and tax compliance requirements such as excise tax, sales and industry-specific filings, annual business renewals, property-related submissions, and support for federal and state income tax preparation. • Process bi-weekly payroll through Paylocity, record payroll activity in the accounting system, maintain leave tracking, and assist with year-end payroll reporting and employee onboarding administration. • Support finance-related operational administration by maintaining key records, organizing permits and compliance documents, and coordinating essential office and facility-related supply needs. • Work with business systems and platforms used for accounting, payroll, compliance, production, sales, distribution, and approval workflows, learning new applications as needed to support accurate financial operations.
2026-06-02T17:04:51Z

Supply Chain Manager

Orinda, CA
onsite
Permanent / Full Time
145000.00 - 175000.00 USD / Yearly
We are looking for an experienced Supply Chain Manager to lead core planning, sourcing, inventory, logistics, and distribution functions in the San Francisco East Bay, California. This position blends strategic oversight with hands-on operational leadership to strengthen service performance, improve efficiency, and support business growth. The ideal candidate brings strong judgment, data-driven decision-making, and the ability to align cross-functional teams and external partners around shared supply chain goals. Responsibilities:• Shape and carry out supply chain plans that improve operational performance, support customer demand, and enable long-term business objectives.• Direct inventory planning, replenishment activities, transportation coordination, and distribution execution to maintain product availability at appropriate stock levels.• Identify process gaps and lead improvement efforts that lower costs, raise service quality, and streamline day-to-day workflows.• Track key supply chain metrics, analyze performance trends, and recommend corrective actions to strengthen overall results.• Anticipate operational disruptions and develop practical contingency plans to reduce risk across sourcing, logistics, and fulfillment activities.• Build productive partnerships with suppliers and logistics providers, managing service expectations, performance reviews, and ongoing accountability.• Lead commercial discussions with external partners, including contract terms and service standards, to secure reliable and cost-effective support.• Work closely with internal departments to coordinate priorities, resolve operational challenges, and ensure supply chain activities align with company needs.• Coach and develop team members, set clear expectations, and promote a culture focused on ownership, collaboration, and continuous improvement
2026-06-11T19:08:39Z