<p>Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Conduct research to identify potential leads and compile prospecting lists for the business development team.</p><p>• Assist in the creation of sales proposals, presentations, and responses to client inquiries.</p><p>• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.</p><p>• Develop and implement strategies to optimize sales workflows and enhance team productivity.</p><p>• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.</p><p>• Maintain accurate documentation of sales activities, business development progress, and operational processes.</p><p>• Identify areas for improvement within sales operations and propose solutions to streamline efforts.</p><p>• Provide support in post-sales activities, including quoting and follow-up.</p><p>• Prepare executive-level presentations to communicate sales performance and strategic objectives. </p>
<p><strong>Job Overview</strong></p><p>We are seeking a Sales Support professional to assist the sales team with administrative tasks, customer communication, and order processing.</p><p><strong>Job Description</strong></p><ul><li>Support sales representatives with quotes, proposals, and order entry</li><li>Communicate with customers regarding order status and account updates</li><li>Maintain accurate sales records, customer files, and CRM data</li><li>Prepare reports and assist with sales tracking and forecasting</li><li>Coordinate with internal departments to ensure timely service delivery</li><li>Help improve sales processes and customer responsiveness</li></ul>
<p>Robert Half client is seeking a Customer Service Representative to join a wholesale distribution team in Livermore, CA on a contract basis with the potential for a permanent position. This role is ideal for someone who thrives in a fast-paced sales environment, enjoys building customer relationships, and can balance accuracy with responsiveness. The position supports both customers and field sales partners by preparing pricing, managing orders, and identifying opportunities to expand business through value-added solutions.</p><p><br></p><p>Customer Service Representative Duties:</p><p>• Prepare accurate, detailed customer quotations using internal systems and supplier portals to support timely sales activity.</p><p>• Enter, review, and manage customer orders with close attention to pricing, margins, and order accuracy.</p><p>• Maintain current customer records in company systems, ensuring information is complete and up to date.</p><p>• Engage with incoming leads and existing accounts to uncover additional sales potential and promote value-added offerings.</p><p>• Partner with engineering and outside sales teams to support solution-based opportunities and customer needs.</p><p>• Respond to customer inquiries professionally during scheduled business hours, providing dependable and timely service.</p><p>• Resolve order-related issues such as shipment discrepancies, delays, and product concerns while keeping customers informed.</p><p>• Assist with urgent order follow-up and expediting requests when timelines require additional coordination.</p><p>• Build knowledge of product lines, internal workflows, and system processes through ongoing training and daily application.</p><p>• Contribute to additional projects and operational tasks as assigned to support the broader sales function.</p><p><br></p><p>If you are interested in this Customer Service Representative position, please submit your resume today!</p>
<p><strong><u>Senior Sales Recruiter (</u></strong><u>Contract 6-8 months | Remote</u><strong><u>)</u></strong></p><ul><li><strong>MUST Have recent experience recruiting Sales roles</strong> (Account Executives/Quota Carrying Roles) — <em>required</em></li><li><strong>MUST Have </strong>background supporting hiring within a <strong>global SaaS or enterprise technology company</strong></li><li>Proven ability to manage multiple reqs in a fast-paced environment</li><li>Strong stakeholder management skills — able to influence senior leaders, not just take orders</li><li>Deep understanding of <strong>sales compensation models</strong> (OTE, accelerators, RSUs)</li></ul><p>We are looking for an experienced Sales Recruiter to support high-volume, high-impact hiring for sales-focused teams across the US. This Long-term Contract position will play a key role in building strong go-to-market talent pipelines across North America while partnering closely with business leaders on hiring strategy. The ideal candidate brings a consultative approach, strong market awareness, and the ability to manage full-cycle recruiting for complex revenue-generating roles in a fast-paced technology environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead the complete recruitment process for sales and pre-sales positions, from intake discussions and talent mapping through interviews, offer development, and closing.</p><p>• Partner with senior sales leaders to understand workforce needs, shape hiring plans, and provide guidance on market conditions and candidate availability.</p><p>• Develop targeted sourcing strategies to engage passive talent through industry networks, talent communities, and direct outreach rather than relying only on active applicants.</p><p>• Assess candidates against role-specific success factors and organizational values, ensuring a thoughtful and consistent interview experience.</p><p>• Use recruiting data, pipeline metrics, and funnel performance insights to improve hiring outcomes and support informed decision-making.</p><p>• Manage offer conversations with attention to compensation components, including incentive structures and equity-related elements where applicable.</p><p>• Balance hiring goals with budget expectations and geographic considerations to help secure top talent across the North American market.</p><p>• Maintain accurate recruiting workflows and ensure alignment with service level expectations, compliance standards, and operational best practices in a remote environment.</p>
<p>We are seeking a Senior Manager, Sales Commissions to lead the governance, execution, and analytics of our global sales commission programs. This role will serve as the system owner for Varicent (or similar ICM platforms), ensuring incentive plans are operationalized accurately, scalable, auditable, and aligned with business and go‑to‑market objectives.</p><p><br></p><p>Responsibilities:</p><ul><li>Design and maintain complex calculation logic, workflows, hierarchies, and crediting rules within Varicent.</li><li>Oversee system integrations with CRM (e.g., Salesforce), ERP, payroll, and financial systems</li><li>Manage UAT, plan rollouts, mid‑year changes, and annual plan refreshes</li><li>Establish strong controls around data integrity, auditability, version control, and change management</li><li>Produce regular commissions reporting (monthly, quarterly, and ad hoc) on payouts, earnings, attainment, and plan performance</li><li>Develop executive‑level dashboards and analyses to provide visibility into commission payments, expense trends, and key drivers</li><li>Analyze commission data to identify anomalies, risks, and opportunities for improvement</li><li>Partner with FP& A to support commission expense forecasting, accruals, and scenario modeling</li><li>Provide insights to Sales and Finance leadership on incentive effectiveness and behavioral outcomes</li><li>Own the end‑to‑end commissions lifecycle, from plan design support through calculation, payout, accruals, reporting, and analysis</li><li>Act as the primary owner of our incentive compensation system, driving configuration, optimization, governance, and long‑term roadmap planning</li><li>Partner with Sales Leadership, Finance, and RevOps to evaluate commission plan effectiveness and recommend data‑driven improvements</li><li>Lead commission policy interpretation, ensuring consistency, clarity, and compliance</li></ul><p><br></p>
<p>We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies.</p><p><br></p><p>Responsibilities:</p><ul><li>Build and automate revenue-to-GP reports and forecasts</li><li>Analyze revenue and margin drivers by product and customer</li><li>Advise leaders on actions to improve margins and grow revenue</li><li>Manage pricing and discount accuracy in ERP and TPM systems</li><li>Oversee clean capture of distributor and indirect sales data</li><li>Consolidate monthly forecasts, flag risks/opportunities, and push back when needed</li><li>Produce timely month-end results with clear business insights</li><li>Align with Sales Finance teams to standardize approaches</li><li>Lead annual budgets for assigned regions or channels</li></ul>
<p>Growing AI company is seeking a Contracts Manager to support our sales team in reviewing and negotiating SaaS agreements. This role will work closely with sales, business, and cross-functional stakeholders to manage the contract process, help move deals forward, and support efficient resolution of contract issues. The ideal candidate will have direct experience in a similar contracts management capacity within the technology industry. This position is remote so candidates from around the US are encouraged to apply. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review, draft, and negotiate a variety of commercial agreements, including SaaS agreements, master services agreements, order forms, nondisclosure agreements, and related customer-facing contracts</li><li>Partner closely with sales teams to support contract negotiations and help accelerate deal closure</li><li>Identify contractual risks, escalate legal or business issues as appropriate, and propose practical solutions</li><li>Manage contract workflows, redlines, approvals, and execution processes</li><li>Maintain and improve contract templates, clause libraries, and playbooks</li><li>Coordinate cross-functionally with legal, sales, security, finance, and business teams throughout the contracting process</li><li>Track contract status, key terms, and renewal or obligation dates as needed</li><li>Support process improvements related to contract lifecycle management and commercial operations</li></ul><p><br></p>
<p>Growing AI company is seeking a Commercial Counsel to support our sales team in negotiating SaaS agreements. This role will partner closely with internal business stakeholders and serve as a key legal advisor on customer-facing commercial transactions. The ideal candidate will have direct experience supporting sales organizations in the technology industry and a strong background drafting, reviewing, and negotiating SaaS and other commercial agreements. This counsel can work remotely from anywhere in the US. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner with sales, revenue, finance, and business teams to negotiate and close SaaS and other technology-related commercial agreements</li><li>Draft, review, and negotiate a wide range of customer and vendor contracts, including SaaS agreements, MSAs, order forms, NDAs, DPAs, and related commercial documents</li><li>Advise internal stakeholders on legal and business risks associated with commercial transactions</li><li>Provide practical, business-oriented legal guidance to help accelerate deal closure while managing risk</li><li>Support contract lifecycle processes and contribute to improvements in templates, playbooks, and negotiation workflows</li><li>Counsel business teams on compliance, privacy, data security, and other issues relevant to technology transactions</li><li>Collaborate cross-functionally with sales, product, security, and finance teams to support strategic commercial initiatives</li></ul>
<p>Growing AI company is seeking a Commercial Counsel with strong SaaS experience to support our sales team in negotiating and closing high-volume software-as-a-service transactions. This role will partner closely with sales, revenue, finance, security, and business stakeholders to provide practical legal guidance that helps drive revenue while managing risk. This position is 100% remote, so candidates from across the US are encouraged to apply. The ideal candidate will hold an active Bar license in any US jurisdiction and have at least 4-6+ years of experience supporting sales teams with SaaS agreement negotiation. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft, review, and negotiate a high volume of SaaS agreements, including MSAs, order forms, NDAs, DPAs, SLAs, and vendor paper. Based on general knowledge.</li><li>Partner directly with sales teams to help structure, negotiate, and close SaaS deals efficiently. Based on general knowledge.</li><li>Provide clear, business-focused legal advice on commercial terms, risk assessment, privacy, compliance, and contract strategy. Based on general knowledge.</li><li>Develop and improve contract templates, playbooks, fallback language, and negotiation processes to support scalable deal execution. Based on general knowledge.</li><li>Work cross-functionally with internal stakeholders, including sales, finance, product, procurement, and security teams. Based on general knowledge.</li><li>Support issue escalation and help resolve legal and commercial roadblocks during the sales cycle. Based on general knowledge.</li><li>Advise on contracting best practices within a fast-paced, high-growth technology environment. Based on general knowledge.</li></ul><p><br></p>
<p>Robert Half client is seeking a Customer Service Representative to join our team onsite in Livermore, California. This contract opportunity with potential for permanent employment is ideal for someone who enjoys supporting customers, coordinating with internal teams, and keeping orders moving accurately from quote to delivery. In this role, you will handle a mix of customer communication, order administration, and return processing while using business systems and reporting tools to maintain service quality and follow-through.</p><p><br></p><p>Customer Service Representative Duties:</p><p>• Partner with teams such as Finance, Sales, Purchasing, Engineering, and Product Management to resolve customer needs and support day-to-day service operations.</p><p>• Respond to sales-related questions, help manage delivery expectations, and participate in district sales meetings by capturing key discussion points and follow-up items.</p><p>• Create customer quotations in Epicor, update existing quotes as needed, and distribute pricing details directly to customers or through the sales team.</p><p>• Review special account instructions and validate order details, including shipping information, requested dates, pricing, customer part numbers, and quantities before final processing.</p><p>• Track open orders using Epicor, production reporting, and status tools to help maintain on-time shipment and proactively raise concerns when commitments may be at risk.</p><p>• Communicate regularly with internal contacts to clarify priorities, align on scheduling, and manage customer-requested ship and delivery dates.</p><p>• Process product returns by preparing return documentation, sending required forms to customers, and monitoring each case through completion, including credit memo follow-up.</p><p>• Follow established sales operations procedures and document opportunities for improvement by opening corrective action cases in Epicor when needed.</p><p>• Support additional customer service and administrative tasks assigned by management to help meet department goals.</p><p>• Use Microsoft Office, Power BI, and web-based portals to maintain records, communicate updates, and support reporting needs.</p><p><br></p><p>If you are interested in this Customer Service Representative opportunity, please submit your resume today!</p>
<p>A San Francisco–based well-known tech company is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with sales, procurement, and product teams in a fast-paced environment. The Contracts Manager will manage the full contract lifecycle for vendor, service provider, and business agreements, serving as a key liaison between internal stakeholders and external parties. This role ensures that contracts are accurate, compliant, and aligned with firm policies and risk standards.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full contract lifecycle, including drafting, reviewing, negotiating, executing, and renewing agreements</li><li>Review and negotiate vendor, service provider, and business contracts to support firm operations</li><li>Draft, review, negotiation, and manage MSAs, SOWs, NDAs, and related commercial contracts</li><li>Ensure all contracts are accurate, compliant with company policies, and aligned with risk and regulatory standards</li><li>Serve as the primary liaison between internal stakeholders (sales, procurement, product) and external vendors</li><li>Track contract obligations, deadlines, renewals, and amendments using contract management systems</li><li>Identify contractual risks and escalate issues as needed, proposing practical mitigation strategies</li><li>Support continuous improvement of contract templates, processes, and documentation workflows</li></ul>
We are looking for a detail-oriented Staff Accountant to join our team on a contract basis in San Jose, California. In this role, you will play a key part in managing financial records, ensuring compliance with tax regulations, and supporting overall accounting operations. This is an excellent opportunity to contribute your expertise while collaborating with a dynamic team.<br><br>Responsibilities:<br>• Prepare and review corporate tax returns to ensure accuracy and compliance with regulations.<br>• Manage sales tax filings and resolve related discrepancies.<br>• Record and maintain journal entries to support accurate financial reporting.<br>• Oversee the general ledger, ensuring all transactions are correctly documented.<br>• Assist in tax planning activities and provide insights to optimize financial performance.<br>• Conduct reconciliations to ensure data integrity across accounting systems.<br>• Support audits by preparing necessary documentation and addressing inquiries.<br>• Collaborate with internal teams to streamline accounting processes and improve efficiency.<br>• Analyze financial data to identify trends and assist in decision-making processes.
<p>We’re seeking a detail-oriented, proactive Program Manager to support the Ads Sales team and brand advertising partners by ensuring product catalog content is accurate, complete, and high quality. This role owns issue triage, escalation, and resolution across catalog-related inquiries and requires strong judgment, efficiency, and confidence working cross-functionally.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Triage and manage catalog-related inquiries and Jira tickets, ensuring complete information, proper routing, and timely follow-up</li><li>Identify when issues require escalation and coordinate with cross-functional teams to drive resolution within SLAs</li><li>Communicate clearly with sales and partner-facing stakeholders, translating technical details into actionable guidance</li><li>Use runbooks and documented workflows; flag gaps or unclear processes rather than improvising</li><li>Analyze catalog data using Google Sheets and SQL to validate accuracy and surface discrepancies</li><li>Track recurring issues and recommend process or documentation improvements</li></ul>
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
<p>Natalie Lue with Robert Half is recruiting a<strong> Senior Merchandise Coordinator</strong> to support forecast accuracy and product flow for perishable CPG items. Role includes analyzing sales trends, managing demand plans, coordinating with sales and supply chain, and preparing reporting to ensure the right product, in the right place, at the right time. Ideal for someone detail‑oriented with experience in perishables, demand planning, or merchandising. The company works hybrid a minimum of 3 days onsite in San Francisco.</p>
<p>We are looking for an Executive Briefing Manager to create high-impact customer engagement experiences. This Long-term Contract position will partner closely with sales and customer-facing teams to design tailored executive briefings that align customer priorities with business goals. The ideal candidate brings strong presentation instincts, sound judgment, and the ability to adapt quickly while delivering effective in-person and hybrid interactions.</p><p><br></p><p>Responsibilities:</p><p>• Design customized briefing agendas and content strategies by connecting customer priorities, account objectives, and solution value.</p><p>• Facilitate planning sessions with internal stakeholders and presenters to shape messaging, align expectations, and prepare for customer engagements.</p><p>• Guide the flow of executive briefing sessions by working alongside account teams to keep discussions productive and customer-focused.</p><p>• Capture key takeaways, recommended next steps, and meaningful insights after each briefing to support follow-up actions and continuous improvement.</p><p>• Maintain communication with account teams after engagements to assess business impact, monitor outcomes, and document success metrics.</p><p>• Select and coordinate the most effective speakers for each briefing based on expertise, communication style, and audience fit.</p><p>• Resolve day-of event or room-related issues quickly to ensure a smooth and seamless customer experience.</p><p>• Identify opportunities to refine briefing program operations and contribute to projects that strengthen the overall offering.</p>
We are looking for a Staff Accountant to join a growing organization in Fremont, California on a contract basis. This position is ideal for an accounting specialist who enjoys owning day-to-day financial activities, strengthening reporting accuracy, and contributing in a fast-moving environment. The role begins as a contract assignment with the potential to convert to a permanent opportunity after approximately six months, depending on performance and business needs. This individual will work closely across accounting and operations while helping support scalable financial processes.<br><br>Responsibilities:<br>• Manage daily accounting activity across the general ledger, payables, receivables, and payroll-related entries to maintain complete and accurate financial records.<br>• Drive the monthly, quarterly, and annual close cycle by preparing journal entries, reconciling accounts, and assembling supporting documentation for financial reporting.<br>• Monitor inventory accounting and cost activity, including stock movements, valuation adjustments, and cost of goods sold, to ensure reliable reporting in a manufacturing-focused setting.<br>• Partner with internal teams on accounting for procurement, work orders, and operational transactions so financial data reflects business activity accurately.<br>• Contribute to finance system enhancement efforts by assisting with data review, testing, and process alignment connected to the transition from QuickBooks Online to NetSuite.<br>• Prepare schedules and documentation for external audit requests while supporting compliance with accounting policies and internal control expectations.<br>• Assist with specialized accounting matters such as accruals, revenue-related entries, intercompany activity, and other non-routine transactions as needed.<br>• Provide short-term support for sales operations by maintaining customer and order records, reviewing purchase documentation, responding to order-related inquiries, and coordinating with logistics for timely fulfillment.
We are looking for an experienced Sr. Accountant to support core accounting operations for a growing organization in Fremont, California. This position will play a key role in maintaining accurate financial records, coordinating close activities, and ensuring compliance across multiple entities. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to manage details in a fast-paced environment.<br><br>Responsibilities:<br>• Lead monthly close activities by preparing and reviewing schedules, recording entries, and helping deliver timely financial results.<br>• Maintain the general ledger with a strong focus on accuracy, consistency, and proper account classification.<br>• Prepare journal entries and supporting documentation for routine and complex accounting transactions.<br>• Perform detailed reconciliations for balance sheet accounts and resolve discrepancies in a timely manner.<br>• Complete bank reconciliations and investigate variances to ensure cash activity is properly recorded.<br>• Support accounting operations across multiple corporate entities, including consolidation-related activities and intercompany balancing.<br>• Manage sales tax-related accounting tasks and assist with filings, documentation, and compliance requirements.<br>• Partner with internal and external auditors by organizing requested records and responding to accounting inquiries.<br>• Contribute to system implementation efforts by validating accounting data, supporting testing, and helping improve financial processes.
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
We are looking for a detail-oriented Administrative Assistant to support billing operations in a fast-paced healthcare environment. This role is based in Santa Clara, California, and offers an excellent opportunity for individuals eager to grow their administrative and financial skills. The ideal candidate will assist with invoicing, purchase order matching, and other bookkeeping tasks while collaborating closely with the sales and management teams.<br><br>Responsibilities:<br>• Prepare and send invoices accurately and in a timely manner.<br>• Match purchase orders to invoices to ensure proper documentation and billing.<br>• Collaborate with the sales and management teams to support billing-related processes.<br>• Assist with bookkeeping tasks and maintain organized financial records.<br>• Manage customer billing inquiries and provide resolution promptly.<br>• Use QuickBooks or similar software for billing and record-keeping purposes.<br>• Generate billing statements and ensure all payments are recorded properly.<br>• Participate in training to learn additional responsibilities and enhance skills.<br>• Maintain administrative records and provide general office support as needed.
We are looking for a Customer Service Manager to lead branch operations and deliver an outstanding client experience in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented banking candidate who can balance service excellence, team leadership, sales growth, and operational oversight in a financial services environment. The role will guide daily branch activity, strengthen customer relationships, and help build a high-performing team that meets business goals while maintaining strong controls and compliance standards.<br><br>Responsibilities:<br>• Direct daily branch activities, including teller operations, cash handling oversight, balancing functions, and frontline service support to keep the office running smoothly.<br>• Lead, coach, and develop branch employees by setting clear expectations, providing regular feedback, and holding recurring one-on-one and team meetings.<br>• Support business growth by promoting deposit, consumer, and business banking solutions and by building strong relationships with new and existing customers.<br>• Review and authorize customer and branch transactions within established approval limits while ensuring accuracy and sound judgment.<br>• Monitor branch compliance, conduct operational reviews, and identify control gaps to reduce risk and maintain audit readiness.<br>• Maintain staffing plans and work schedules that provide consistent coverage and a high level of service throughout the branch.<br>• Resolve complex customer concerns with professionalism, urgency, and practical solutions that protect both client relationships and the organization.<br>• Partner in recruiting, onboarding, and retaining team members who contribute to a positive, service-driven branch culture.<br>• Participate in branch initiatives, community outreach, training sessions, and policy review efforts, recommending process improvements when appropriate.<br>• Uphold security procedures, protect confidential information, and assist with additional branch certifications or duties as business needs require.
<p>We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul><p><br></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><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><p><br></p>
<p>We are looking for a skilled Supply Chain Analyst to join our team in Benicia, California on a hybrid basis. This Contract-to-permanent position offers an opportunity to support a dynamic supply chain team in driving efficient inventory management and procurement processes. The ideal candidate will bring expertise in planning, forecasting, and supply chain operations to help meet organizational goals. </p><p><br></p><p>Responsibilities:</p><p>• Develop and manage inventory planning and forecasting processes to maintain optimal stock levels and meet customer service goals.</p><p>• Update and maintain planning tool parameters, including lead times, service levels, inventory targets, and other relevant inputs.</p><p>• Analyze historical data and supplier-specific factors to recommend adjustments to inventory levels and reorder points.</p><p>• Collaborate with Brand Management to integrate market trends, sales strategies, and brand initiatives into forecasting and procurement decisions.</p><p>• Work closely with Logistics and Operations teams to ensure the efficient and cost-effective movement of inventory.</p><p>• Provide data-driven insights and input to support the development and execution of brand strategies.</p><p>• Conduct special projects and assignments as needed to support supply chain objectives.</p>
<p>We are looking for a detail-focused Data Entry Clerk to support a contract assignment in California. In this in-person role, you will help organize and label insurance data by reviewing records and entering structured information with a high level of accuracy. This contract position is well suited for someone who can work carefully, follow defined guidelines, and maintain consistency across a high volume of records.</p><p><br></p><p>Responsibilities:</p><p>• Review insurance-related business records and enter structured data into spreadsheets according to established labeling standards.</p><p>• Compare information across internal platforms, quoting tools, and stored documents to confirm record details before updating entries.</p><p>• Categorize key data points such as business type, coverage details, quote progress, carrier involvement, pricing, and final sales outcomes.</p><p>• Document unclear or incomplete information with precise notes and escalate exceptions for review rather than making assumptions.</p><p>• Maintain a dependable daily workflow by processing a steady volume of records while preserving data quality and accuracy.</p><p>• Apply updated instructions and taxonomy changes throughout the project to ensure all entries remain aligned with current guidelines.</p><p>• Track supporting documentation, service-related complexities, and revenue-related information within the required data fields.</p><p>• Contribute to a clean and reliable dataset that supports reporting, operational review, and business decision-making.</p>