6 results for Customer Success Manager in Modesto, CA

Operations Manager - Client Service Wealth Management

Walnut Creek, CA
remote
Permanent
130000.00 - 175000.00 USD / Yearly
Operations Manager – $4B+ East Bay RIAJennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA managing over $4B in AUM to hire an Operations Manager to lead a team of talented Client Service Associates.This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm.Responsibilities<ul><li>Oversee day-to-day operations supporting advisors and high-net-worth clients</li><li>Manage and mentor a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountability</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting</li><li>Identify and implement process improvements to support the firm’s continued growth</li><li>Oversee client onboarding, account administration, and account transfers</li><li>Ensure operations adhere to regulatory and internal compliance standards</li><li>Manage and optimize CRM, portfolio reporting, and workflow automation systems</li><li>Drive system integrations, automation initiatives, and implementation of AI tools where applicable</li></ul>
2026-04-04T04:18:44Z

Product Manager III- Generative AI

San Ramon, CA
remote
Permanent
109000.00 - 165000.00 USD / Yearly
Robert Half is seeking a Product Manager III to lead the strategy, design, and delivery of an agentic, generative AI-powered platform that drives measurable value across the consulting lifecycle—from discovery through delivery and follow-up. This role partners closely with design, engineering, QA, and marketing to guide products from concept to release, ensuring a customer-centric, outcome-driven approach that prioritizes business impact over code deployment.This leader will influence all phases of the product lifecycle (definition through release), ensure quality and performance standards, and champion modern practices such as ethical AI, data privacy, and enterprise governance. They will also guide product prioritization, budgeting, and resource planning aligned to customer needs and business goals. What You’ll Do<ul><li>Lead discovery sessions, user interviews, and feedback loops to uncover real user needs and translate them into scalable, AI-driven solutions</li><li>Own product strategy, roadmap, and prioritization aligned to business objectives and customer insights</li><li>Drive backlog management, including writing and refining user stories, technical tasks, and acceptance criteria</li><li>Define and track success through KPIs such as time-to-value, adoption, iteration speed, and measurable outcomes</li><li>Partner cross-functionally with product, design, and engineering to ideate, prototype, build, and iterate features</li><li>Lead product requirements, feature prioritization, and use case development grounded in customer and business value</li><li>Represent the voice of the customer through research, feedback, and market trends to inform product direction</li><li>Promote a “value-first” culture, emphasizing customer advocacy and measurable impact</li><li>Lead product demos, onboarding, and training to drive adoption and maximize platform usage</li><li>Support estimation, delivery, and prioritization efforts to ensure focus on highest-impact initiatives</li><li>Foster collaboration, workflow improvements, and alignment across teams</li><li>Guide design teams to deliver high-quality, customer-facing experiences</li></ul>
2026-03-17T17:18:53Z

VP/Director of Finance

Fremont, Ca, CA
onsite
Permanent
180000.00 - 225000.00 USD / Yearly
Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives. This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight Responsibilities:• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.• Translate complex financial data into actionable insights that align with organizational goals.• Develop and maintain internal control frameworks in coordination with corporate finance standards.• Manage working capital effectively, including oversight of credit and collections performance.• Identify and implement strategies to mitigate financial risks across the regional portfolio.• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.• Support corporate leadership with financial insights that guide strategic planning and execution.
2026-04-02T18:18:43Z

Administrative Assistant

San Jose, Ca 95112, CA
onsite
Temporary
22.80 - 26.40 USD / Hourly
We are looking for an organized and proactive Administrative Assistant to join our team in San Jose, California. This long-term contract position offers the opportunity to support key operations and contribute to the success of our organization. The ideal candidate will bring a detail-oriented mindset and exceptional communication skills to ensure smooth day-to-day administrative functions. Responsibilities: • Provide comprehensive administrative support to the estimating and production teams. • Manage incoming calls and direct them appropriately while maintaining a detail-oriented approach. • Perform accurate data entry tasks to support documentation and reporting processes. • Coordinate contracts and subcontractor documentation to ensure compliance and organization. • Maintain and update office systems and records for seamless workflow. • Act as the first point of contact for visitors and clients, delivering excellent customer service. • Assist in preparing reports, presentations, and correspondence as needed. • Organize and schedule meetings, appointments, and travel arrangements for staff. • Collaborate with various departments to streamline communication and operational efficiency. • Handle general office tasks, including ordering supplies and maintaining a clean workspace.
2026-04-01T17:18:45Z

HR Business Partner

Pleasanton, CA
onsite
Temporary
45.00 - 48.00 USD / Hourly
We are looking for a skilled HR Business Partner in the SF Bay Area to assist our client on this long-term contract position. This role will require travel once a week around the Bay Area to various client locations. You will collaborate with business leaders and employees to drive organizational success while ensuring adherence to company policies, employment laws, and union agreements. This position offers an exciting opportunity to provide strategic HR guidance in a unionized environment while supporting performance management and employee relations. Responsibilities:• Collaborate with managers and leaders to align workforce planning and organizational development initiatives with business goals.• Offer expert advice on employee engagement, performance management, and organizational effectiveness.• Interpret and administer collective bargaining agreements to ensure compliance with union contract provisions.• Foster strong labor-management relationships by serving as a liaison between management and union representatives.• Investigate and support the resolution of employee grievances in accordance with company policies and union agreements.• Implement HR programs and policies that enhance employee relations and support compliance with employment laws.• Provide training and guidance to leaders on HR best practices and labor law requirements.• Assist in developing strategies to improve overall employee satisfaction and organizational culture.• Monitor and ensure adherence to HR compliance standards across all levels of the organization.
2026-03-19T16:58:44Z

Bookkeeper

Alamo, CA
onsite
Contract / Temporary to Hire
33.25 - 38.50 USD / Hourly
We are looking for a skilled Bookkeeper with a background in construction to join our team. This contract-to-permanent position offers an excellent opportunity to oversee financial transactions and ensure precise record-keeping while contributing to the success of our organization. The ideal candidate will bring a detail-oriented approach and a solid understanding of bookkeeping principles. Responsibilities:• Record financial transactions, including income, expenses, materials, labor, and equipment costs, ensuring all entries are accurate and well-organized.• Manage and issue client invoices, verify their accuracy, categorize them appropriately, and ensure timely submission.• Reconcile bank and cash transactions by documenting deposits, withdrawals, and electronic payments with precision.• Oversee accounts payable processes, including invoice reviews and timely payment approvals.• Generate financial reports and statements to provide insights into the company's financial health.• Ensure compliance with financial regulations and maintain adherence to industry standards.• Collaborate with team members to address discrepancies and resolve financial issues effectively.• Maintain organized and up-to-date records for audits and internal reviews.• Assist in budget preparation and tracking to support financial planning efforts.• Provide recommendations to improve accounting processes and systems for increased efficiency.
2026-04-06T19:13:46Z