<p>A prestigious private estate and property management group in Rancho Santa Fe is seeking an elegant, polished, and highly discreet <strong>Front Office Coordinator</strong> to serve as the first point of contact for residents, vendors, and guests. This role requires impeccable professionalism, attention to detail, and the ability to handle sensitive information with complete confidentiality.</p><p><br></p><p><strong>About the Role:</strong></p><p> This is no ordinary front desk job — the position supports high-profile residents, coordinates with household staff, manages property calendars, and ensures smooth operation of a luxury estate office. The ideal candidate is poised, service-oriented, proactive, and comfortable interacting with VIP clientele.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Welcome guests, vendors, and contractors; ensure proper sign-in and security protocols</li><li>Answer and route calls, schedule appointments, and maintain estate calendars</li><li>Coordinate service providers (landscaping, maintenance, housekeeping, contractors)</li><li>Assist with administrative tasks including document preparation, expense tracking, and filing</li><li>Support property managers with project updates, invoices, and communication summaries</li><li>Maintain a polished, organized office environment and oversee front desk operations</li><li>Handle confidential information with discretion and professionalism</li></ul>
We are looking for an organized and detail-oriented Office Services Coordinator to provide comprehensive administrative support for a dynamic team in Irvine, California. In this role, you will handle a variety of office tasks, ensuring smooth operations and efficient workflow. This is a long-term contract position with the potential for extension or conversion based on business needs.<br><br>Responsibilities:<br>• Process vouchers accurately and on time for various transactions.<br>• Prepare and reconcile expense reports, including tracking and submitting receipts.<br>• Provide administrative support for contracts, including documentation tracking and coordination with stakeholders.<br>• Assist with accounts receivable tasks, such as invoice tracking, follow-ups, and basic reporting.<br>• Manage electronic document signing processes using DocuSign, including tracking and filing completed documents.<br>• Support minor marketing tasks and assist in organizing internal or client-facing events.<br>• Coordinate and schedule meetings for brokers, ensuring timely communication and availability.<br>• Prepare marketing materials, including printing and binding collateral for presentations and client meetings.<br>• Perform general administrative duties to support the team’s daily operations.
We are looking for an experienced HR Coordinator to join our team in Irvine, California. This long-term contract position offers an excellent opportunity to support employee relations, performance management, and compliance within a dynamic organization. The ideal candidate will bring strong interpersonal skills, attention to detail, and a commitment to fostering a positive workplace environment.<br><br>Responsibilities:<br>• Provide guidance and support to employees and management in resolving workplace conflicts, ensuring fair and confidential resolutions.<br>• Collaborate with managers to address performance-related concerns, offering coaching and resources to align with company standards and legal compliance.<br>• Act as a bridge between employees and senior leadership to ensure effective communication and address workplace concerns.<br>• Maintain detailed and confidential documentation of employee relations cases, investigations, and actions taken, preparing reports to track trends.<br>• Monitor compliance with federal, state, and local labor laws, staying informed about updates and ensuring company practices align with legal requirements.<br>• Assist in onboarding processes, ensuring new hires are integrated smoothly into the organization.<br>• Conduct background checks and ensure proper documentation during the hiring process.<br>• Utilize HRIS systems to manage data and streamline HR operations effectively.<br>• Develop and implement policies to ensure consistency in HR practices and compliance with regulations.
<p>Our client in Carlsbad is looking to bring on an organized and proactive <strong>Office Coordinator</strong> to support daily operations and ensure the office runs smoothly. This role is ideal for someone who thrives in a fast-paced environment, enjoys being the “go-to” person, and can juggle multiple tasks with ease.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet visitors and serve as the primary point of contact for incoming calls and walk-ins</li><li>Maintain office supply inventory, coordinate vendor services, and assist with facility needs</li><li>Prepare company-wide communications, assist with scheduling, and support leadership with administrative tasks</li><li>Help coordinate small events, meetings, and employee engagement activities</li><li>Assist AP/AR teams with light administrative tasks as needed</li></ul>
<p>Our client in La Mesa, CA, is seeking an organized and proactive Project Coordinator to join their team. This is an excellent opportunity for a detail-oriented professional looking to support project management activities in a dynamic and collaborative environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support project managers with planning, executing, and closing various projects</li><li>Track project timelines, milestones, deliverables, and resources</li><li>Coordinate internal and external communications between departments, stakeholders, and vendors</li><li>Prepare project documentation, reports, schedules, and meeting minutes</li><li>Identify potential issues and assist in resolving project obstacles</li><li>Maintain and update project management systems and documentation</li><li>Assist with budget tracking and invoicing as needed</li></ul><p><br></p>
<p>A long-established agricultural supply company in Fallbrook is seeking a <strong>Front Office Coordinator</strong> to support daily operations for their busy front office. This company works with growers, distributors, and agricultural specialists throughout North County, making this role essential for maintaining smooth communication and excellent customer service.</p><p><br></p><p><strong>About the Role:</strong></p><p> The Front Office Coordinator will serve as the “control center” of the office—managing incoming communication, supporting sales teams, helping customers at the front counter, and ensuring that the office is organized, efficient, and welcoming. This role is perfect for someone who enjoys multitasking, staying organized, and working in a supportive, community-oriented environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet customers, vendors, and delivery personnel and direct them to the appropriate departments</li><li>Manage incoming phone calls and emails; respond to inquiries regarding orders, inventory, and general questions</li><li>Assist with order entry, invoicing, and updating customer accounts</li><li>Maintain office supplies, filing systems, and general office organization</li><li>Coordinate communication between warehouse, sales, and administration</li><li>Support management with data entry, weekly office reports, scheduling, and customer follow-ups</li><li>Ensure professional communication and a positive customer experience at all times</li></ul>
<p><strong>Key Responsibilities</strong></p><p><strong>Front Desk & Public Interaction</strong></p><ul><li>Serve as the main Operator for City Hall, answering and routing phone calls, taking messages, and providing general information.</li><li>Greet visitors at the front desk, check them in as needed, and schedule appointments for City staff.</li><li>Provide exceptional customer service in person, by phone, and via email—responding to inquiries, addressing resident concerns, and resolving routine issues.</li><li>Act as the primary point of contact for the public, ensuring timely, courteous, and accurate communication.</li></ul><p><strong>Payments & Cashiering</strong></p><ul><li>Serve as the main cashier for City Hall, processing payments, entering invoice codes, and issuing receipts for all standard transactions.</li><li>Process and invoice applications for programs including Paramedic Membership and Dial-A-Ride.</li><li>Verify billability for ambulance trips and ensure proper documentation is completed.</li></ul><p><strong>Licensing, Permits & Inspections</strong></p><ul><li>Issue and renew business licenses in accordance with City requirements.</li><li>Issue basic permits and create/maintain project files.</li><li>Coordinate and schedule building inspections for the City.</li><li>Route plans to third-party plan checkers and track submission status.</li></ul><p><strong>Administrative Support</strong></p><ul><li>Collect, sort, and distribute incoming and outgoing mail.</li><li>Maintain accurate electronic and physical records for permits, plans, and program applications.</li><li>Create and update forms and process documents to improve administrative workflows.</li><li>Provide general clerical support to staff as needed.</li></ul><p><br></p>
<p>Robert Half is partnering with a mission-driven nonprofit organization in San Diego to hire a <strong>Front Desk Coordinator</strong>. This role is perfect for someone who is passionate about serving the community, enjoys being the first point of contact, and excels in a warm, service-oriented environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Welcome clients, visitors, volunteers, and donors with a friendly and professional demeanor.</li><li>Manage a multi-line phone system, direct inquiries, and provide accurate program information.</li><li>Support client intake processes, including completing forms, verifying documents, and entering data into internal systems.</li><li>Maintain a clean and organized reception area to foster a welcoming environment for all individuals.</li><li>Coordinate appointment schedules, meeting room reservations, and front office calendars.</li><li>Assist with administrative tasks such as copying, scanning, filing, and preparing materials for staff and programs.</li><li>Handle incoming/outgoing mail and support donation drop-offs as needed.</li><li>Uphold confidentiality, sensitivity, and empathy when interacting with vulnerable populations.</li></ul><p><br></p>
<p><strong>About the Role</strong></p><p>Do you love helping people and keeping things organized? We’re looking for a <strong>Front Desk Coordinator</strong> to be the welcoming face of our office! In this role, you’ll make sure clients feel at home while keeping our day-to-day operations running smoothly.</p><p><strong>What You’ll Do</strong></p><ul><li><strong>Be the first point of contact:</strong> Greet clients with a smile, assist with registration, and answer questions.</li><li><strong>Keep communication flowing:</strong> Answer, screen, and direct calls and emails using a multi-line phone system.</li><li><strong>Stay organized:</strong> Schedule appointments, maintain calendars, and update client profiles.</li><li><strong>Handle the details:</strong> Process payments, file documents, order supplies, sort mail, and manage internal records.</li><li><strong>Support the team:</strong> Help with data entry and keep our databases up to date.</li></ul><p><strong>Why You’ll Love Working Here</strong></p><ul><li>A welcoming team that values collaboration.</li><li>Opportunities to learn and grow.</li><li>A role where you make a real difference every day.</li></ul><p><br></p>
<p>A well-established wellness and holistic health center in Encinitas is seeking a warm, highly organized, and polished <strong>Front Desk Coordinator</strong> to be the welcoming face of their practice. This position requires someone who can manage a busy front office, support providers and clients, and maintain an environment that is both professional and calming. The ideal candidate is personable, confident, and able to balance multiple administrative responsibilities with a client-first approach.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet clients, manage check-in/check-out processes, and ensure a welcoming atmosphere</li><li>Manage a high volume of phone calls and appointment scheduling using EMR/booking platforms</li><li>Coordinate patient intake forms, insurance verifications, and follow-up communications</li><li>Maintain front office organization, including supplies, calendars, messaging, and daily logs</li><li>Process payments, reconcile transactions, and assist with billing inquiries</li><li>Support providers with documentation, room setup, and daily administrative tasks</li><li>Assist with marketing tasks such as social media posting, appointment reminders, and client outreach</li><li>Handle confidential client information with sensitivity and full compliance</li></ul>
We are looking for an experienced Interim Shared Services Center Transition Manager to oversee and facilitate the transition of accounting and finance operations to a Shared Services Center. This long-term contract position is based in Costa Mesa, California, and requires a mix of onsite and remote work, ensuring seamless coordination during the transition process. The ideal candidate will bring expertise in business transformation, project management, and shared services implementation.<br><br>Responsibilities:<br>• Serve as the primary liaison between the current team, incoming finance personnel, and the Shared Services Center.<br>• Develop and manage detailed transition plans, including timelines, milestones, and accountability structures.<br>• Ensure the effective transfer of knowledge and processes between the existing and new teams.<br>• Oversee the standardization of accounting and finance processes to align with shared services goals.<br>• Monitor and enhance internal controls and performance management frameworks during the transition.<br>• Collaborate with stakeholders to address challenges and ensure smooth integration into the Shared Services Center.<br>• Provide hands-on leadership in business process outsourcing and transformation initiatives.<br>• Utilize expertise in Oracle R12 or equivalent systems to support process improvements.<br>• Facilitate communication between departments to ensure alignment with organizational objectives.<br>• Report progress and outcomes directly to the Interim Finance Transformation Lead.
<p>Robert Half is partnering with a reputable real estate company in San Diego to hire a detail-oriented and proactive Administrative Assistant. This role supports a busy office of agents, brokers, and property management staff. It’s an excellent opportunity for someone who is highly organized, customer-focused, and enjoys working in a fast-moving real estate environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide administrative support to real estate agents, brokers, and office leadership.</li><li>Greet clients, visitors, and vendors, ensuring a professional and welcoming experience.</li><li>Manage phone calls, emails, and general inquiries; route messages as needed.</li><li>Assist with preparing listing packets, marketing materials, open house documents, and property flyers.</li><li>Maintain document organization including contracts, lease agreements, disclosures, and transaction files.</li><li>Support scheduling for showings, inspections, and client appointments.</li><li>Update and maintain CRM systems, MLS listings, and internal databases.</li><li>Handle mail, deliveries, office supplies, and general office organization.</li><li>Assist with coordinating team events, meetings, and company communications.</li></ul><p><br></p>
<p>We are seeking an experienced <strong>Office Manager / Legal Assistant</strong> based in San Diego to join a growing boutique law firm specializing in HOA-related matters. This hybrid role combines administrative oversight with direct attorney support, making it ideal for someone who thrives in a dynamic, detail-oriented environment.</p><p><br></p><p><u>Work Arrangement</u></p><ul><li>Onsite: First 90 days fully onsite for training and integration</li><li>Hybrid: Flexibility may be discussed after 90 days, but role is primarily onsite (4+ days/week)</li><li>Standard schedule: 8:30 AM – 5:00 PM, Monday–Friday</li></ul><p><u>Key Responsibilities</u></p><ul><li><strong>Office Management -</strong></li><li>Oversee administrative operations and ensure smooth office workflow</li><li>Manage billing and invoicing through Clio</li><li>Issue checks, track insurance payments, and maintain compliance</li><li>Coordinate PTO coverage and assist with HR-related tasks</li><li><strong>Legal Assistant Support -</strong></li><li>Support 1–2 attorneys with calendaring, document management, and deadline tracking</li><li>Open new matters and maintain accurate records in <strong>Clio</strong></li><li>Ensure letters, opinions, and case files are properly organized</li></ul><p><u>Must-Have Skills</u></p><ol><li><strong>Clio experience</strong> (non-negotiable)</li><li>Strong communication and interpersonal skills</li><li>Highly organized, proactive, and resourceful (“Type A” personality)</li><li>Ability to work independently and take initiative</li><li>Prior experience in a boutique law firm preferred</li></ol><p><u>Compensation & Benefits</u></p><ul><li>Salary: $85,000 – $95,000 DOE</li><li>Benefits: Health insurance, 401(k) with matching, PTO, and sick time</li></ul><p><u> Why Join this firm?</u></p><ul><li>Collaborative, supportive team environment</li><li>Growing firm with opportunities for advancement</li><li>Leadership that values work-life balance and flexibility</li></ul><p><em>TO APPLY: Send your resume </em><strong><em>directly </em></strong><em>to </em><strong><em>Micaela.Engebretsen[at]roberthalf[dotcom</em>] </strong><em>with the title </em><strong><em>"San Diego Office Manager"</em></strong></p>
<p>A thriving veterinary clinic in Valley Center is seeking a compassionate and highly organized <strong>Office Manager</strong> to oversee administrative operations, support veterinary staff, and ensure exceptional experiences for pet owners. This is a leadership role requiring strong communication, team coordination, and the ability to maintain a structured yet warm environment.</p><p><br></p><p><strong>About the Role:</strong></p><p> The Office Manager will supervise front office staff, manage scheduling, oversee billing and client records, and ensure that the front and back office operations run seamlessly. You’ll work closely with veterinarians, technicians, and customer service staff to support a busy clinic that sees a high volume of daily appointments.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee daily office operations, ensuring efficiency and exceptional client service</li><li>Manage front desk staff, including scheduling, training, and performance support</li><li>Oversee appointment scheduling, medical record accuracy, and client communications</li><li>Maintain inventory of office and clinic supplies; coordinate vendor and service relationships</li><li>Support billing, invoicing, and payment processing</li><li>Develop and implement procedures for improved workflow and customer experience</li><li>Assist veterinarians with administrative needs and ensure compliance with clinic protocols</li><li>Handle escalated client issues with empathy and professionalism</li></ul>
We are looking for an experienced Human Resources Manager to join our team in Fullerton, California. This role offers an exciting opportunity to lead HR operations in a construction-focused, employee-owned company that values craftsmanship, trust, and teamwork. The ideal candidate will excel in managing employee relations, coordinating benefits, and overseeing HR documentation while fostering a positive and collaborative workplace environment.<br><br>Responsibilities:<br>• Manage and maintain employee records within the Bamboo HR system, ensuring accurate documentation of performance and accountability.<br>• Coordinate with department directors and field employees to address HR queries and provide guidance on company policies.<br>• Administer benefits programs, including open enrollment and handling employee inquiries regarding health, dental, vision, and retirement plans.<br>• Support the communication of policies and procedures, including managing disciplinary actions and terminations professionally and in compliance with regulations.<br>• Collaborate with the corporate attorney to ensure HR practices align with legal standards and organizational goals.<br>• Facilitate onboarding processes to integrate new employees effectively into the company culture.<br>• Monitor and update HRIS systems to ensure data accuracy and compliance.<br>• Organize and oversee employee engagement initiatives, such as performance recognition and bonus programs.<br>• Provide strategic advice and recommendations to improve HR operations and enhance employee satisfaction.<br>• Coordinate payroll and benefits-related documentation to ensure timely and accurate processing.
<p>A well-established construction firm in Valley Center is looking for a <strong>hands-on Office Manager</strong> to oversee daily operations, support field and office staff, and maintain the administrative backbone of the company. This role requires a proactive leader who is comfortable handling everything from HR paperwork to purchasing to general office workflow.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage daily office operations including supply inventory, vendor coordination, and maintenance scheduling</li><li>Supervise admin support staff and ensure smooth communication between office and field teams</li><li>Oversee onboarding packets, safety documentation, and compliance recordkeeping</li><li>Assist with basic bookkeeping tasks such as AP/AR support and invoice review</li><li>Maintain project folders, job site paperwork, and internal tracking systems</li><li>Coordinate travel, meetings, and company-wide communication updates</li></ul>
<p>A boutique creative and digital agency in Encinitas is seeking a <strong>dynamic Office Manager</strong> to support internal culture, administrative needs, and agency workflow. This person will be the go-to resource for the team, supporting executives, coordinating company events, and ensuring the office environment runs smoothly.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage office operations, ordering supplies, coordinating vendors, and maintaining workspace organization</li><li>Assist executives with calendars, travel, project coordination, and internal communication</li><li>Coordinate team events, creative meetings, offsite activities, and onboarding</li><li>Manage client intake documentation and assist with project setup</li><li>Prepare basic reports, presentations, and client-facing materials</li><li>Serve as a culture ambassador—ensuring collaboration, engagement, and positive team dynamics</li></ul>
<p>We are looking for an experienced Office Manager to oversee daily operations and drive efficiency within our organization located in the inland empire. This role is ideal for someone with a strong background in workers’ compensation. </p><p><br></p><p>This person will manage the daily operations for a growing firm. The office manager will ensure departments are on track, ensure HR duties are taken care of, and be the link between the firm's principals and the rest of the team. </p><p><br></p><p><br></p>
<p>A reputable <strong>healthcare facility in Vista</strong> is seeking an experienced <strong>Business Office Manager</strong> to oversee front office operations, billing processes, team leadership, and compliance reporting. This role supports both administrative and financial functions and requires someone who brings professionalism, integrity, and strong operational oversight. The ideal candidate has deep experience in healthcare administration, billing/collections, resident or patient financials, and staff supervision.</p><p><br></p><p><strong>🔹 Key Responsibilities</strong></p><ul><li>Oversee daily operations of the business office including billing, resident/patient accounts, AR/AP, payroll support, and insurance verification.</li><li>Manage a small administrative team including reception, records, and billing specialists; provide coaching, training, and performance guidance.</li><li>Ensure compliance with healthcare regulations, internal policy requirements, and state/federal reporting standards.</li><li>Manage resident or patient financial files, monthly statements, reimbursements, and contract documentation.</li><li>Prepare and analyze financial reports including census data, AR aging, adjustments, and payment trends.</li><li>Coordinate with clinical and nursing teams regarding admissions, discharges, and care authorization documents.</li><li>Handle sensitive financial conversations with residents/patients and families with discretion and clarity.</li><li>Maintain high standards in office organization, recordkeeping, and secure handling of confidential information (HIPAA, PHI).</li></ul>
<p>Our client is seeking an organized and detail-oriented Commercial Property Manager Assistant to support the day-to-day operations of commercial real estate properties. In this role, you will work closely with property managers, tenants, and vendors to ensure the smooth running and maintenance of property assets.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Assist with tenant communications, addressing inquiries and coordinating maintenance requests.</li><li>Prepare and maintain lease documentation, property records, and financial reports.</li><li>Support the property manager with budgeting, expense tracking, and accounts payable/receivable tasks.</li><li>Coordinate property inspections, vendor scheduling, and compliance with safety regulations.</li><li>Help with onboarding new tenants and lease renewals.</li><li>Ensure accurate documentation of all property-related activities in company systems.</li></ul><p><br></p>
<p>A prestigious private estate and hospitality-focused organization in <strong>Rancho Santa Fe</strong> is seeking an experienced and polished <strong>Administrative Manager</strong> to oversee daily office operations, manage administrative staff, and support executive leadership across multiple high-end residential and service properties. This is an excellent role for someone with impeccable organizational skills, a high level of professionalism, and the ability to maintain confidentiality in a private, guest-centric environment.</p><p>The ideal candidate thrives in a role where no two days look the same and enjoys managing people, improving workflows, and supporting high-level leadership in a fast-paced, upscale setting.</p><p><br></p><p><strong>🔹 Key Responsibilities</strong></p><ul><li>Oversee day-to-day administrative operations including scheduling, correspondence, visitor coordination, office logistics, and staff support</li><li>Manage a small team of administrative and front-desk personnel, providing coaching, delegation, training, and performance oversight</li><li>Develop and maintain streamlined processes for communication, document control, recordkeeping, scheduling, and reporting</li><li>Support senior leadership with meeting prep, project planning, vendor management, and document creation</li><li>Coordinate with facilities, landscaping, security, and hospitality teams to maintain smooth communication across all departments</li><li>Maintain budgets for office supplies, equipment, routine administrative expenses, and vendor billing</li><li>Draft professional communications, proposals, reports, and internal updates</li><li>Handle sensitive information related to guests, residents, and executives with the highest level of discretion</li></ul>
<p>We are looking for an experienced Property Manager to oversee a portfolio of commercial properties in La Jolla, California. This contract position with the potential for long-term employment offers an opportunity to manage boutique retail spaces, restaurants, and conference venues while ensuring their financial and operational success. The ideal candidate will bring a strong background in commercial property management and a proactive approach to tenant and vendor relations.</p><p><br></p><p>Responsibilities:</p><p>• Manage tenant communications, lease agreements, and documentation for move-ins and move-outs.</p><p>• Conduct routine property inspections and compile detailed monthly reports.</p><p>• Monitor lease terms, rent increases, and tenant compliance with service agreements and insurance requirements.</p><p>• Coordinate property maintenance, repairs, and improvement projects with vendors.</p><p>• Assist in preparing financial reports, including annual budgets, cash flow statements, and reconciliations.</p><p>• Review and approve invoices, ensuring accuracy and timely payment.</p><p>• Oversee tenant applications, including background checks and financial document reviews.</p><p>• Supervise maintenance services and support capital and tenant improvement projects.</p><p>• Develop and maintain positive relationships with tenants and vendors.</p><p><br></p>
Keys:<br>BS/BA Degree in Human Resources, Bus, Admin. or a related field<br>8+ years of HR experience, at least 3 years in a Sr. HR role<br>SHRM-CP, SHRM-SCP, PHR of similar relevant certifications required<br>Automotive parts/accessories, distribution or import experience a distinct <br>Experience with total rewards plans, KPI metrics, and applicable HR laws and compliance<br>Excellent leadership, interpersonal and communication skills expected<br>Capable of working autonomously, prioritizing your low work and understanding when to seek guidance.<br>Proven project management skills with the ability to prioritize tasks and manage multiple projects<br>Strong analytical and problem-solving abilities, with a focus on continuous improvement<br>Proficiency in HRIS and HR related software. Payroll is on PAYCOR<br>Will supervise 2, and HR Manager and Generalist for now<br>Language skills: Bi-lingual in Spanish, Mandarin, German or Frensh a plus but not required
We are looking for an experienced Finance & Accounting Manager to drive critical business initiatives and strategic projects within our organization. This role involves managing corporate finance activities, investments, mergers and acquisitions, and operational improvements while fostering a collaborative and team-oriented environment. The successful candidate will have the opportunity to lead impactful projects and contribute to the company's growth and success.<br><br>Responsibilities:<br>• Oversee corporate finance activities, including budgeting, forecasting, and financial analysis to support strategic decision-making.<br>• Lead mergers and acquisitions processes, strategic partnerships, and investment evaluations.<br>• Develop business cases and perform financial modeling to assess opportunities and risks.<br>• Prepare detailed presentations and reports for senior executives and the Board of Directors.<br>• Act as a project leader or manager for initiatives related to pricing strategies, performance benchmarking, and operational enhancements.<br>• Provide mentorship and guidance to team members, fostering growth and collaboration.<br>• Collaborate with cross-functional teams to ensure the successful execution of strategic initiatives.<br>• Conduct annual stock valuations and key performance indicator analyses.<br>• Manage change management and process improvement projects to enhance organizational efficiency.<br>• Contribute to special projects with significant impact on the company, such as deal sourcing and strategic research.
<p>A growing <strong>technology solutions company in Carlsbad</strong> is seeking an engaging, strategic, and relationship-focused <strong>Client Success Manager</strong> to serve as a trusted partner to key accounts. This individual will lead client onboarding, manage long-term relationships, and ensure successful adoption of the company’s products and services.</p><p>The ideal candidate is someone who enjoys building rapport, solving complex business challenges, and communicating confidently with both technical and non-technical stakeholders. The role requires strong presentation abilities, high emotional intelligence, and the capacity to oversee multiple client portfolios simultaneously.</p><p><br></p><p><strong>🔹 Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for assigned client accounts, ensuring long-term satisfaction and retention.</li><li>Lead onboarding meetings, product walkthroughs, and quarterly business reviews.</li><li>Build strong, positive relationships with key client contacts at all levels—including executives, managers, and frontline users.</li><li>Monitor client engagement metrics, analyze product usage patterns, and identify opportunities for optimization.</li><li>Work closely with technical teams to resolve escalations, deliver enhancements, and support client goals.</li><li>Prepare and deliver client presentations, training sessions, and performance reports.</li><li>Maintain detailed documentation of interactions, updates, and follow-up tasks.</li><li>Identify potential upsell or renewal opportunities and collaborate with the sales team.</li></ul>
