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9 results for Customer Experience Marketing Manager in Oakland, CA

Customer Success Specialist

Rohnert Park, CA
onsite
Temporary / Contract
23 - 27 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.
2026-06-17T00:00:00Z

Integrated Marketing Manager

San Jose, CA
remote
Temporary / Contract
24 - 28 USD / Hourly
We are looking for a Digital Experience Specialist/Producer to own the end-to-end execution of virtual events and webinars—from setup and promotion through live delivery and post-event reporting. This is a highly hands-on role ideal for someone who thrives at the intersection of marketing, operations, and audience experience. What You’ll Do:<ul><li>Lead webinar and virtual event execution end-to-end, including setup, speaker coordination, and live hosting support</li><li>Manage event logistics: landing pages, registration flows, polls/surveys, and pre-event communications</li><li>Partner with speakers to prepare, rehearse, and ensure a smooth live experience</li><li>Oversee day-of event execution, ensuring a polished and engaging attendee experience</li><li>Own on-demand publishing and content hub management</li><li>Track registration and engagement metrics before and after events</li><li>Perform post-event reporting, list cleanup, and CRM uploads (Salesforce/Pardot)</li></ul>
2026-06-11T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired. Key Responsibilities:<ul><li>Order Processing: Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li>Customer Experience: Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li>Issue Resolution: Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li>Attention to Detail: Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li>Reliability: Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
2026-06-22T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
We are looking for a success-driven and attentive Customer Service Representative to join our team on a contract basis in San Rafael, California. In this role, you will act as a key liaison between customers and showroom staff, ensuring a seamless experience for all visitors and inquiries. If you thrive in a dynamic retail environment and enjoy providing exceptional service, this position is an excellent opportunity to showcase your skills. Responsibilities:<ul><li>Serve as the primary point of contact for customers via phone, email, and chat, addressing inquiries and resolving concerns promptly</li><li>Handle customer orders, process returns and exchanges, and provide information about products and services</li><li>Resolve customer complaints with patience and professionalism, ensuring customer satisfaction</li><li>Document customer interactions and maintain accurate records in customer management systems</li><li>Collaborate with internal teams to address customer needs and escalate issues when necessary</li><li>Identify opportunities to enhance customer experience and provide feedback to management</li><li>Uphold the company’s values and maintain a high standard of customer care</li><li>Stay up to date with company products, services, and policies</li></ul>
2026-06-05T00:00:00Z

Marketing Coordinator

Pleasanton, CA
remote
Temporary / Contract
30 - 40 USD / Hourly
We are looking for a Marketing Coordinator to support our client in the Real Estate space on a Long-term Contract basis. This position is ideal for someone who combines strong organization with a service-oriented approach and can keep multiple marketing activities moving efficiently. The role will contribute to day-to-day marketing execution, content upkeep, and partner support while working comfortably with digital tools and cross-functional teams. Responsibilities:• Serve as a primary point of support for network members by answering marketing-related questions and guiding them on available tools, resources, and brand expectations.• Evaluate submitted collateral and provide clear recommendations to ensure materials reflect established brand standards and messaging consistency.• Resolve routine marketing platform and technology issues, escalating more complex concerns when appropriate.• Coordinate timelines and deliverables with internal stakeholders and outside vendors to keep projects on schedule.• Organize, update, and maintain marketing assets so teams can easily access current materials and resources.• Arrange webinar logistics through virtual meeting platforms, including scheduling, setup, and day-of support.• Publish and refresh website and platform content using WordPress and related marketing systems.• Assist with events, training sessions, and broader promotional initiatives that support business growth and engagement.• Proofread, format, and make light design edits to marketing materials using tools such as Canva or Adobe applications.• Help preserve a consistent look and voice across campaigns, content pieces, and communication channels.
2026-06-22T00:00:00Z

Field Marketing Event Manager

San Jose, CA
remote
Temporary / Contract
25 - 28 USD / Hourly
We are looking for a Field Marketing Event Manager to oversee the planning and delivery of in-person marketing programs that support account-based and industry-focused initiatives in California. This Long-term Contract position is ideal for a highly organized marketing specialist who can coordinate multiple moving parts, create strong attendee experiences, and partner effectively with internal teams and external vendors. The role requires strong execution skills, sound judgment, and a focus on driving measurable business outcomes through well-run events. Responsibilities: • Direct the full event lifecycle, including venue selection, supplier coordination, catering arrangements, audiovisual setup, branded materials, and promotional items. • Maintain the event schedule and manage registration tools, attendee outreach, and check-in workflows to support a smooth participant experience. • Lead event-day operations by organizing staffing plans, coordinating timelines, and ensuring each program runs according to plan. • Monitor spending throughout the event process, handle purchase order activities, reconcile vendor costs, and keep programs aligned with approved budgets. • Record event-generated leads in the appropriate system within established timelines and prepare post-event summaries that highlight performance and follow-up needs. • Measure and report on key event outcomes such as delivery against schedule, budget adherence, attendee feedback, conversion from registration to attendance, lead volume, and pipeline contribution. • Work closely with account-based and vertical marketing teams to align event execution with campaign goals and brand expectations.
2026-06-22T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-05-28T00:00:00Z

Client Service Manager - Family Office

San Francisco, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager| Multi Family Office | San Francisco Bay Area Join a highly regarded wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. This is an opportunity to work closely with sophisticated clients and gain exposure to complex investment, wealth management, and family office matters in a highly personalized, high-touch environment. The firm is known for its collaborative culture, strong leadership, and commitment to long-term career development. Team members are given meaningful responsibility, direct client exposure, and the opportunity to help shape processes as the business continues to grow. With a flexible remote model, low turnover, and a strong emphasis on professional growth, this is an excellent opportunity for someone looking to build a long-term career in the UHNW wealth management and family office space. Responsibilities<ul><li>Serve as a key relationship manager and trusted point of contact for client families</li><li>Coordinate client onboarding, account setup, and ongoing service needs</li><li>Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration</li><li>Manage client reporting, financial administration, and time-sensitive transactions</li><li>Coordinate with tax professionals, advisors, and family office stakeholders</li><li>Maintain compliance, KYC, CRM, and document management processes</li><li>Help improve workflows and contribute to operational efficiencies and technology initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Client Service Associate Director

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate Director $100-130k base + 15–30% discretionary bonus100% Remote (Optional SF Office Access) A boutique wealth management firm is seeking a highly relationship-driven Client Service Associate Director to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving. Position OverviewThe Client Service Director will act as the primary coordinator for client relationships, ensuring a seamless experience across all aspects of wealth management. This individual will proactively manage complex client needs, collaborate with internal stakeholders, and help drive operational excellence while positioning themselves for future leadership growth. Key Responsibilities<ul><li>Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships.</li><li>Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences.</li><li>Manage complex client requests and act as the central point of communication across internal teams and external partners.</li><li>Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism.</li><li>Drive operational efficiency and ensure follow-through on all client-related initiatives.</li><li>Partner closely with senior leadership on strategic client matters and process improvements.</li><li>Take ownership of client outcomes and help strengthen long-term client retention and satisfaction.</li><li>Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time.</li></ul>What Makes This Opportunity Attractive<ul><li>Work directly with sophisticated Ultra High Net Worth individuals, families, and family office structures.</li><li>Join a collaborative, high-touch wealth management environment that prioritizes exceptional client service.</li><li>Opportunity to become a key contributor to the firm's long-term growth and client experience strategy.</li><li>Significant exposure to complex financial situations and multi-generational wealth planning needs.</li><li>Clear path for increased leadership responsibilities as the organization continues to grow.</li></ul>
2026-06-12T00:00:00Z