42 results for Member Services Representative in Mountain View, CA
Collections Specialist<p>Robert Half is partnering with a well-respected organization looking for their next Collections Analyst, managing the Accounts Receivable (AR) portfolio for wine industry fulfillment operations. In this role, you will team up with the Billing Specialist to ensure timely client payments, minimize delinquencies, and evaluate credit risk, all while fostering positive client relationships. Your work will directly influence financial stability and client satisfaction, as you collaborate with Client Success, Sales, and Management to refine AR processes and mitigate financial risks. We’re seeking candidates with expertise in fulfillment and logistics billing, preferably in the wine industry. Familiarity with Direct-to-Consumer (DTC) and Business-to-Business (B2B) shipping models, seasonal sales cycles, and compliance-based payment terms is highly desired.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Collections & Accounts Receivable Management</strong></p><ul><li>Oversee the AR portfolio to ensure timely collections for fulfillment services, storage fees, and shipping-related charges.</li><li>Partner with the Billing Specialist to reconcile shipping fees, compliance-related costs, and high-volume invoices.</li><li>Conduct collection calls and send follow-ups for overdue accounts.</li><li>Analyze delinquent accounts, proactively resolve payment issues, and escalate where necessary.</li><li>Engage with third-party collection agencies for escalated matters.</li><li>Educate clients on payment terms, billing policies, and available payment solutions.</li><li>Keep meticulous records of collection activities, disputes, and resolutions.</li></ul><p><strong>Credit Risk Assessment</strong></p><ul><li>Run and interpret credit reports for both new and existing clients, identifying risk exposure.</li><li>Collaborate with the Assistant Controller and Management to recommend client credit limits and terms based on financial data and payment history.</li><li>Monitor credit risks for active clients, flagging those potentially at risk for late payments.</li><li>Adjust credit and payment policies based on trends such as seasonal fluctuations and shifting order volumes.</li></ul><p><strong>Collaboration with Clients & Internal Teams</strong></p><ul><li>Act as a key point of contact for Client Success by resolving billing inquiries and disputes.</li><li>Ensure invoicing accuracy and support Billing Specialist processes for payment application and account adjustments.</li><li>Regularly review AR reports to highlight and address high-risk accounts.</li><li>Provide Sales and Management with insights into client payment trends and credit reliability.</li></ul><p><strong>Reporting & Financial Planning</strong></p><ul><li>Prepare AR aging summaries and cash flow reports to highlight collections performance.</li><li>Recommend strategies to enhance payment timeliness and reduce outstanding balances.</li><li>Maintain comprehensive documentation on client payment behavior, disputes, and credit evaluations.</li></ul><p><strong>Systems & Tools</strong></p><ul><li>Utilize ERP system to manage invoicing, AR tracking, and reconciliations for wine fulfillment operations.</li><li>Leverage Excel for detailed analysis of AR trends and client payment data.</li><li>Conduct collections and credit discussions using tools like Zoom and Teams.</li></ul>Data CollectorWe are offering a long term contract employment opportunity for a Data Collector in San Francisco, California. This role is within the industry of product development testing, where the selected candidate will be involved in real-world testing of a mechanical gripping device, providing feedback to the engineering team. The job requires physical activity and autonomous work, with shifting work sites within San Francisco.<br><br>Responsibilities:<br><br>• Testing a mechanical gripping device by lifting household items and providing feedback to the engineering team.<br>• Being ready for physical activity as the role involves standing and lifting objects for extended periods.<br>• Handling the device which weighs around 7lbs, using it to lift various household items including plates and glasses.<br>• Operating autonomously without continuous communication with the engineering team.<br>• Adapting to changing work locations within San Francisco, requiring the use of a personal vehicle for commuting.<br>• Undergoing initial training at the headquarters before being deployed onsite.<br>• Providing administrative assistance as needed in terms of data entry and order entry.<br>• Maintaining a focus on customer service throughout all activities.Data CollectorWe are offering a long term contract employment opportunity for a Data Collector in the San Francisco, California region. This role is primarily in the technology industry, focusing on testing a mechanical gripping device for product development. The job involves a physical aspect and requires individuals to be comfortable using their arms throughout the day. The Data Collector will also be required to commute around various sites in San Francisco.<br><br>Responsibilities:<br>• Testing a mechanical gripping device by lifting household items and providing feedback to the engineering team.<br>• Continuously standing and being on your feet for extended periods.<br>• Picking up household items like plates and glasses over your head for testing purposes.<br>• Handling a device that weighs approximately 7lbs for the majority of the day.<br>• Working with minimal communication with the engineering team and operating autonomously.<br>• Traveling between various sites within San Francisco and South San Francisco for work, requiring the use of a personal vehicle.<br>• Participating in a two-day training session at the headquarters before being deployed to the on-site location.<br>• Utilizing skills in Administrative Assistance, Customer Service, Data Entry, and Order Entry.ReceptionistWe are seeking a Receptionist for our location in SAN JOSE, California. As a Receptionist, you will be the first point of contact for our company, providing administrative support across the organization. You will manage the flow of people through the business and ensure that all receptionist responsibilities are completed accurately, delivered with high quality, and in a timely manner.<br><br>Responsibilities:<br><br>• Answer, screen, and forward incoming phone calls while providing basic information when needed<br>• Perform other clerical receptionist duties such as filing, photocopying, and faxing<br>• Manage social media postings on platforms such as Facebook<br>• Maintain a detail-oriented and positive demeanor at all times, promoting a friendly and approachable workspace<br>• Show initiative and the ability to see the bigger picture in all tasks undertaken<br>• Utilize Microsoft Outlook and basic office skills to organize and schedule appointments<br>• Take detailed messages and ensure they are directed to the appropriate personnel<br>• Demonstrates strong attention to detail in all tasks, ensuring accuracy and efficiency<br>• Continually eager to learn and retains information quickly and effectively<br>• Offers a contract to permanent employment opportunity.Front Desk Receptionist: Administrative Assistant<p>We are looking for a Front Desk Receptionist with Administrative Assistant and Data Entry experience to support our client located in Fremont, California.</p><p><br></p><p>In this administrative assistance and data entry role, you will aid a commercial real estate company in a professional setting.</p><p><br></p><p>This position is located onsite with front desk responsibilities with a schedule of Monday - Friday from 8AM to 5PM. This position is likely to last 4-8 weeks or more.</p><p><br></p><p>Experience with Microsoft, Word, Outlook, Excel and general data entry are required.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Act as the first point of contact for all incoming calls, guests and clients</p><p>• Ensure that the office is well-maintained, organized, and secure</p><p>• Manage routine office tasks, including filing, generating reports, and setting up meetings</p><p>• Process and maintain accurate records</p><p>• Conduct data entry tasks with precision and efficiency</p><p>• Utilize MS Office and MS Office 365 to handle administrative tasks</p><p>• Communicate effectively with customers and the team</p><p>• Resolve customer inquiries in a professional and timely manner</p><p>• Assist with project management and other ad hoc duties as assigned.</p>Data CollectorWe are offering a long-term contract employment opportunity for a Data Collector in San Francisco, California. This role is within the mechanical product development industry, where the selected candidate will be actively involved in testing a gripping device. The role demands physical activity and the ability to work autonomously, with minimal interaction with the engineering team.<br><br>Responsibilities:<br>• Provide feedback to the engineering team by testing a mechanical gripping device<br>• Frequently lift and handle household items, such as plates and glasses, for testing purposes<br>• Work independently, with minimal communication with the engineering team<br>• Navigate around San Francisco and South San Francisco, commuting between sites as required<br>• Attend a two-day training session at the headquarters before deployment<br>• Utilize the device's camera feature during testing<br>• Stand for extended periods throughout the workday<br>• Manage the physical aspect of the role, involving repeated lifting and use of arms<br>• Ensure safe handling of the device, considering it weighs approximately 7lbs<br>• Perform other related tasks as required in the product testing processData CollectorWe are offering a long-term contract employment opportunity for a Data Collector in the San Francisco area. This role primarily involves testing a mechanical gripping device and providing feedback to our engineering team, making it an integral part of our product development process. The position is physically demanding, requiring the lifting and handling of various household items. The individual will be working independently, commuting between different sites, hence a personal vehicle is necessary.<br><br>Responsibilities include:<br><br>• Testing a mechanical gripping device by lifting various household items.<br>• Providing detailed feedback to the engineering team about the device's performance.<br>• Performing tasks that require standing for extended periods and using your arms frequently.<br>• Handling objects such as plates, glasses, etc. overhead.<br>• Constantly moving between different locations within San Francisco and South San Francisco.<br>• Working autonomously with minimal direct communication with the engineering team.<br>• Maintaining focus and efficiency in a physically demanding role.<br>• Adapting quickly to product changes, as the device is continuously updated, including the addition of cameras.<br>• Completing a two-day training at the headquarters before being deployed to the on-site address.<br>• Managing personal commute between various locations in San Francisco.Senior Associate - Due Diligence<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Francisco (FiDi); Hybrid 3-4x in office</p><p><strong>Salary: </strong>$110-120k base + Bonus</p><p> </p><p>Our client, a leading advisory firm specializing in due diligence for mergers and acquisitions, is seeking a <strong>Senior Associate</strong> to join their dynamic team. This is an exciting opportunity for a finance professional who thrives in a fast-paced environment, enjoys analyzing complex transactions, and wants to play a critical role in high-profile M& A deals.</p><p> </p><p>As a <strong>Senior Associate</strong>, you will work closely with corporate and private equity clients, conducting in-depth financial due diligence, assessing risks and opportunities, and providing strategic insights to support investment decisions. You’ll gain hands-on experience in deal execution while collaborating with a team of seasoned M& A professionals.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Conduct financial due diligence on potential acquisitions, identifying key financial trends, risks, and value drivers.</li><li>Analyze financial statements, operational data, and industry benchmarks to assess business performance and deal viability.</li><li>Prepare detailed reports and presentations summarizing findings and recommendations for clients.</li><li>Collaborate with clients, senior leadership, and cross-functional teams to provide strategic financial insights.</li><li>Support deal structuring, working closely with investment teams and other stakeholders.</li><li>Stay up to date with market trends and industry developments to provide data-driven recommendations.</li></ul><p><br></p>Data CollectorWe are offering a long term contract employment opportunity for a diligent Data Collector in San Francisco, California. This role involves working with a mechanical gripping device, providing feedback, and requires physical activity. It's a key position in the product development cycle, interacting minimally with the engineering team while maintaining independence and autonomy in the work. <br><br>Responsibilities:<br><br>• Testing a mechanical gripping device by lifting various household items and providing feedback to the engineering team<br>• Performing tasks that require standing for extended periods and using arms frequently<br>• Moving and handling items such as plates and glasses over the head using the device<br>• Operating the device, which is equipped with cameras, with minimal communication with the engineers<br>• Working autonomously with minimal supervision<br>• Commuting around San Francisco and South San Francisco, moving from site to site as required<br>• Completing the first two days of training at the headquarters before being deployed to the onsite address<br>• Using personal transportation for commuting between different sites in San Francisco.Data CollectorWe are offering a long term contract employment opportunity for a Data Collector in San Francisco, California. This role is critical within our industry where you'll be testing a mechanical gripping device by lifting household items and providing valuable feedback to our engineering team. The role will be physically demanding, requiring standing for long durations and heavy use of arms. This position also requires commuting within San Francisco and South San Francisco.<br><br>Responsibilities: <br>• Operate and test a mechanical gripping device.<br>• Provide detailed feedback to the engineering team regarding the device's performance.<br>• Lift and handle various household items like plates and glasses using the device.<br>• Work independently with minimal supervision.<br>• Travel within San Francisco and South San Francisco for testing.<br>• Undergo training for the first two days at headquarters before deployment to the onsite location.<br>• Manage and adapt to the physical demands of the role, including standing for extended periods and lifting objects overhead.<br>• Collaborate with the engineering team to improve device performance based on testing feedback.<br>• Operate the device's camera for testing and feedback purposes. <br>• Ensure the proper handling and safety of the device during testing.Data CollectorWe are offering a long-term contract employment opportunity for a Data Collector in San Francisco, California. The selected candidate will be engaged in the testing of a mechanical gripping device used for lifting household items, and providing constructive feedback to our engineering team. The role has a physical element, requiring the use of arms throughout the day and the ability to stand for extended periods. The position also requires the ability to work independently, with minimal interaction with the engineering team.<br><br>Responsibilities:<br>• Testing and providing feedback on the functionality of a mechanical gripping device.<br>• Lifting and handling various household items for testing purposes.<br>• Working independently with minimal supervision, demonstrating the ability to work autonomously.<br>• Travelling within San Francisco and South San Francisco for the deployment of testing activities, requiring the use of a personal vehicle.<br>• Participating in training sessions at the headquarters before deployment at the testing site.<br>• Ensuring safe and efficient use of the device, which weighs approximately 7lbs.<br>• Facilitating communication with the engineering team regarding the performance of the device.<br>• Managing the physical demands of the role, including standing for long periods and lifting items overhead.Data CollectorWe are offering a long term contract employment opportunity for a Data Collector in San Francisco, California. This role is set in the fast-paced environment of product development, where you will be instrumental in testing a mechanical gripping device. The position involves a physical aspect and requires the ability to work autonomously. <br><br>Responsibilities: <br><br>• Testing a mechanical gripping device by lifting various household items.<br>• Providing detailed feedback to the engineering team on the performance of the device.<br>• Handling the device, weighing approximately 7lbs, throughout the day.<br>• Working independently with minimal communication with the engineering team.<br>• Navigating around San Francisco and South San Francisco for on-site testing.<br>• Undergoing initial training at headquarters before deployment to on-site locations.<br>• Utilizing a personal vehicle for commuting between testing sites.<br>• Standing for extended periods, up to 8 hours a day.<br>• Ensuring safe handling of household items, including lifting items overhead.Data CollectorWe are looking to bring on board a dedicated Data Collector in San Francisco, California. This role is perfect for someone with a knack for precision and a comfort with physical tasks, as it involves testing and providing feedback on a mechanical gripping device. The role also necessitates the ability to work independently and commute around the San Francisco and South San Francisco areas. This is a contract employment opportunity.<br><br>Responsibilities:<br><br>• Test a mechanical gripping device by lifting household items, ensuring its functionality and usability<br>• Provide valuable feedback to the engineering team regarding the performance of the device<br>• Stand for extended periods during the workday, as the role requires physical activity<br>• Handle the device, which weighs approximately 7lbs, throughout the day<br>• Work autonomously, demonstrating the ability to accomplish tasks without constant supervision<br>• Drive between different sites in San Francisco and South San Francisco, requiring reliable personal transportation<br>• Undertake initial training at the headquarters before deployment to the onsite address<br>• Use the device equipped with cameras, requiring minimal communication with the engineers<br>• Perform tasks that involve lifting items such as plates and glasses over your head.Data CollectorWe are offering a long-term contract employment opportunity for a Data Collector in the San Francisco, California area. This role is primarily focused on product testing and feedback, requiring physical activity and autonomous work. The Data Collector will play a crucial role in our product development process, specifically testing a mechanical gripping device used for lifting household items. <br><br>Responsibilities:<br>• Test the mechanical gripping device by lifting various household items.<br>• Provide valuable feedback to the engineering team on the functionality and efficiency of the device.<br>• Maintain physical activity throughout the day, including standing for extended periods and lifting objects overhead.<br>• Work autonomously with minimal communication with the engineering team.<br>• Travel independently between multiple sites in San Francisco for testing and feedback sessions.<br>• Participate in initial training sessions at the headquarters before deployment to onsite locations.<br>• Utilize the device's inbuilt camera for recording and documenting testing processes.<br>• Ensure safe handling and usage of the device, weighing approximately 7lbs, throughout the day.Clerk Non-Clinical - Administrative<p>We are offering an engaging opportunity for an Administrative based in San Leandro, California. In this role, you will be primarily dealing with administrative tasks in a healthcare setting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Responsible for the accurate and efficient processing of secondary insurance claims.</p><p>• Provide assistance to Third Party Liability (TPL) as needed.</p><p>• Handle the printing of claims from Epic software.</p><p>• Ensure the maintenance of precise and up-to-date records.</p><p>• Monitor customer accounts and take necessary action when required.</p><p>• Use your non-clinical skills to support additional administrative tasks.</p><p>• Leverage your experience with insurance procedures to enhance operations.</p><p>• Apply your knowledge of Epic software for efficient claim processing.</p><p><br></p><p>If you are interested, please call us immediately at (510) 470-7450</p>ReceptionistWe are offering a short term contract employment opportunity for a Receptionist in San Francisco, California. In this role, you will be a pivotal figure in our office operations, managing office bookings, maintaining schedules and calendars, and ensuring a seamless experience for partners and clients. This role is primarily based at a desk, with a backup provided for breaks and lunches.<br><br>Responsibilities:<br>• Manage the booking requests for 25 office spaces using Manhattan One.<br>• Greet and receive partners or clients, ensuring reservation details are accurate.<br>• Handle room configurations and setups for different occasions.<br>• Oversee catering or food ordering for office events and meetings.<br>• Maintain up-to-date schedules and calendars, ensuring efficient office operations.<br>• Answer and transfer calls on a multi-line phone system, maintaining detail-oriented communication at all times.<br>• Accept and sort mail, as well as handle deliveries.<br>• Handle sensitive and/or confidential documents and information with discretion.<br>• Communicate with managers and clients on job or deadline issues.<br>• Take on additional projects as assigned, exhibiting adaptability and initiative.General Office Clerk<p>Robert Half's homebuilder client is in need of an general office clerk. This role requires someone that is comfortable with high volume tedious tasks.</p><p><br></p><p>Duties Include:</p><p>- opening and scanning mail</p><p>- processing invoices</p><p>- filing and alphabetizing</p><p>- data entry</p><p><br></p><p>For this role we are looking for someone that is organized, comfortable on the computer, good with repetitive tasks, and is dependable. If you are interested in this 100% onsite general office clerk role, appl today! </p>