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7 results for Creative Services Manager in Oakland, CA

Client Services Manager
  • Walnut Creek, California
  • onsite
  • Permanent / Full Time
  • 110000 - 125000 USD / Yearly
  • <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm&#39;s technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
  • 2026-09-03T00:00:00Z
Marketing/Communications Manager
  • Dublin, California
  • onsite
  • Temporary / Contract
  • 50 - 60 USD / Hourly
  • <p>We are seeking a Change &amp; Communications Manager to lead organizational change management, stakeholder engagement, and communication strategies for enterprise-wide transformation initiatives. This role will help drive employee readiness, adoption, and engagement by translating complex business and technology changes into clear, actionable communications.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and execute change management and communication strategies that support business transformation, process improvement, and technology initiatives.</li><li>Assess organizational impacts, stakeholder readiness, and potential adoption risks associated with change initiatives.</li><li>Create a variety of communication materials, including executive communications, presentations, FAQs, toolkits, training resources, and employee updates.</li><li>Partner with cross-functional leaders and teams to support organizational readiness and successful change adoption.</li><li>Facilitate stakeholder engagement activities, workshops, feedback sessions, and change-related forums.</li><li>Support leadership teams with communication planning, coaching, and change advocate programs.</li><li>Measure adoption and communication effectiveness, using feedback and insights to refine strategies and improve engagement.</li></ul>
  • 2026-09-04T00:00:00Z
Content Strategist
  • San Francisco, California
  • remote
  • Temporary / Contract
  • 40 - 60 USD / Hourly
  • <p>We are looking for a Content Specialist to support large-scale content conversion and migration initiatives. This is a high-volume, execution-focused role that requires exceptional organization, accuracy, and consistency. This Long-term Contract position will work across member-facing help content and internal knowledge resources, applying established content standards, style guidelines, and formatting requirements while helping improve content accessibility and usability. </p><p><br></p><p>Responsibilities:</p><ul><li>Convert process workflows from a decision-tree format into clear, structured wiki documentation while maintaining logical accuracy.</li><li>Review and quality-check content migrated into a new CMS, validating formatting, metadata, links, and overall content integrity.</li><li>Perform manual content migration when needed, ensuring accuracy and consistency.</li><li>Organize content within libraries and folders to improve discoverability, governance, and reuse.</li><li>Develop reusable content components, templates, and modules to streamline future content updates.</li><li>Apply established style, voice, and formatting standards consistently across all content.</li><li>Utilize AI and generative tools to support content conversion and QA activities, while maintaining ownership of final quality.</li><li>Collaborate with content strategists and cross-functional stakeholders to resolve questions regarding content accuracy, structure, and scope.</li><li>Exercise sound judgment when handling complex or non-standard content and provide recommendations for future content management approaches.</li><li>Track project milestones, monitor progress, and proactively identify risks or blockers.</li></ul>
  • 2026-09-24T00:00:00Z
Customer Success Manager
  • Hayward, California
  • onsite
  • Permanent / Full Time
  • 80000 - 85000 USD / Yearly
  • <p>We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements.</p><p><br></p><p>Responsibilities:</p><p>• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.</p><p>• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.</p><p>• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.</p><p>• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.</p><p>• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.</p><p>• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.</p><p>• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.</p><p>• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health</p>
  • 2026-09-15T00:00:00Z
Product Manager
  • Menlo Park, California
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p><strong>Job Title</strong></p><p>Product Manager, Trust &amp; Assurance</p><p><br></p><p><strong>Company Overview</strong></p><p>A leading technology organization is building advanced platforms that enable organizations to operate more intelligently and securely in complex environments. Focused on integrating data, systems, and emerging AI capabilities, the company serves enterprise and highly regulated sectors that require reliability, transparency, and strong governance. Their mission centers on enabling scalable, responsible innovation while maintaining rigorous standards for trust and performance.</p><p><br></p><p><strong>Role Summary</strong></p><p>The Product Manager, Trust &amp; Assurance will own critical systems that define how secure, reliable, and auditable the platform operates. This role is central to ensuring that organizations in regulated environments can confidently deploy advanced technologies by establishing robust controls around identity, permissions, governance, and system behavior. Based in Los Angeles, CA, this position plays a key role in shaping foundational product capabilities that directly impact enterprise adoption and long-term growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Define and own the product strategy for identity, access management, and permissions frameworks</li><li>Develop guardrails and approval workflows that govern system actions and enforce responsible usage</li><li>Build and manage audit and traceability features, ensuring complete visibility into system behavior and user interactions</li><li>Lead the development of evaluation and monitoring tools that validate system performance and consistency over time</li><li>Translate regulatory and compliance requirements into scalable, productized solutions</li><li>Partner closely with engineering, design, and leadership to drive product direction and execution</li><li>Establish frameworks for secure deployment across various environments, including restricted or isolated systems</li><li>Drive roadmap prioritization for trust and assurance features that influence enterprise adoption</li><li>Communicate product vision, trade-offs, and progress clearly to cross-functional stakeholders</li></ul><p><strong>Compensation &amp; Benefits</strong></p><ul><li>$150,000-$200,000</li><li>Comprehensive benefits package</li><li>Health, dental, and vision coverage</li><li>Performance-based incentives and potential equity participation</li></ul><p><strong>Additional Details</strong></p><ul><li>Work model: On-site</li><li>Collaborative, small-team environment with high ownership and impact</li><li>Emphasis on thoughtful product development and long-term value creation</li></ul>
  • 2026-09-02T00:00:00Z
Client Service Manager - Wealth Management Firm
  • Walnut Creek, California
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Services Manager | Wealth Management Firm | Walnut Creek </strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You&#39;ll lead the <strong>Client Service team</strong>, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth.</p><p> </p><p>This is an ideal opportunity for someone who enjoys <strong>leading and developing people while staying hands-on</strong>. You&#39;ll have ownership over <strong>client service, onboarding, workflows, technology, and process improvement</strong>, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers <strong>strong compensation + bonus potential</strong>, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead, mentor, and develop the <strong>Client Service Associate team </strong></li><li>Oversee day-to-day <strong>client service and operational workflows </strong></li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve <strong>scalable processes, procedures, and controls </strong></li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including <strong>CRM, reporting, and workflow platforms </strong></li><li>Drive <strong>automation, systems improvements, and AI-enabled initiatives </strong></li><li>Help build the operational infrastructure to support continued firm growth </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-19T00:00:00Z
Senior Designer
  • San Francisco, California
  • remote
  • Temporary / Contract
  • 40 - 50 USD / Hourly
  • We are looking for an experienced Senior Designer to join our team on a contract basis. This opportunity is ideal for a creative individual with a strong background in brand identity development and visual systems, supported by a portfolio that demonstrates thoughtful execution across multiple brand touchpoints. The right candidate brings agency experience, advanced graphic design capabilities, and a thoughtful approach to producing compelling visual work.<br><br>Responsibilities:<br>• Develop distinctive brand identity concepts and cohesive visual systems for a range of creative projects.<br>• Translate strategic direction into high-quality design assets across print and digital brand applications.<br>• Create high-quality marketing and collateral materials, including brochure designs and supporting visual elements.<br>• Use Adobe Creative Cloud tools, including Illustrator and Photoshop, to produce refined and presentation-ready creative work.<br>• Partner with internal teams and, when needed, interact directly with clients to understand goals and present design solutions.<br>• Maintain visual consistency across deliverables while ensuring each execution aligns with established brand standards.<br>• Contribute to agency-style workflows by balancing multiple assignments, timelines, and feedback cycles effectively.
  • 2026-09-17T00:00:00Z