Customer Success Manager Jobs in Sacramento, CA

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Accounts Receivable Supervisor/Manager

Yuba City, CA
onsite
Permanent / Full Time
70000.00 - 85000.00 USD / Yearly
Amanda Warren is looking for an experienced Accounts Receivable Supervisor to lead credit and collections operations in Yuba City, California. This role works across sales, customer service, logistics, finance, and information systems to strengthen cash flow, improve operational consistency, and support timely resolution of customer account issues. The position also provides leadership for team development, process improvement, and performance reporting while serving as a key escalation resource for major customer accounts. Responsibilities:• Lead daily accounts receivable and collection activities across domestic, international, co-pack, and key customer portfolios to support prompt payment and reduce overdue balances.• Supervise, coach, and develop team members by setting clear expectations, offering regular feedback, and fostering a culture of accountability and customer focus.• Review workload distribution and adjust assignments to maintain coverage, improve productivity, and support succession planning through cross-training initiatives.• Manage hiring, onboarding, and training efforts for new staff members to build a capable and well-prepared receivables team.• Analyze aging trends and design collection approaches that lower credit risk, strengthen recovery efforts, and improve cash performance.• Act as the main escalation contact for strategic retail accounts, handling complex deductions, chargebacks, shortages, pricing issues, freight claims, and trade-related disputes.• Partner with sales, customer service, supply chain, finance, and other internal teams to resolve account issues, recover deductions, and improve the customer experience.• Drive process enhancements through automation, standardization, reporting improvements, and participation in system upgrades, integrations, and workflow optimization initiatives.• Prepare and review aging summaries, collection metrics, deduction analyses, and other operational reports while supporting general ledger reconciliation, month-end close, and audit requests.
2026-10-29T18:13:46Z

Outside Sales Representative

Sacramento, CA
remote
Permanent / Full Time
40000.00 - 100000.00 USD / Yearly
Job SummaryThe Sales Representative will drive revenue growth by identifying and pursuing new business opportunities, building strong client relationships, and closing sales deals. This role involves promoting our products or services to potential customers, meeting sales targets, and contributing to the overall success of the sales team. The ideal candidate is results-oriented, persuasive, and thrives in a competitive environment, with a passion for delivering exceptional customer value.Key Responsibilities<ul><li>Prospect and qualify leads through cold calling, networking, and research to build a robust sales pipeline.</li><li>Conduct product demonstrations, presentations, and negotiations to effectively communicate value propositions and close sales.</li><li>Maintain and expand relationships with existing clients, identifying upsell and cross-sell opportunities to maximize revenue.</li><li>Achieve and exceed monthly, quarterly, and annual sales quotas while tracking progress using CRM tools.</li><li>Collaborate with marketing, product, and support teams to align on strategies and resolve customer issues.</li><li>Analyze market trends, competitor activities, and customer feedback to inform sales approaches and improve performance.</li><li>Prepare accurate sales reports, forecasts, and documentation to support data-driven decision-making.</li><li>Attend industry events, trade shows, and client meetings to represent the company and generate new leads.</li></ul>
2026-10-19T17:38:51Z

Associate Financial Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Financial Advisor📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Anisa is partnered with a respected, independent wealth management firm with a long-standing reputation for delivering sophisticated financial guidance and exceptional client service. Backed by a stable and growing platform, the firm has built its success on trust, collaboration, and lasting client relationships that span generations. This is an outstanding opportunity for an experienced Associate Financial Advisor to step into an established client base, work alongside seasoned advisors, and play an integral role in helping individuals and families achieve their financial goals. As an Associate Financial Advisor, you'll partner closely with senior advisors to support an established client base while delivering comprehensive financial planning and investment guidance. Key Responsibilities<ul><li>Manage and support a substantial portfolio of client relationships in partnership with senior advisory professionals.</li><li>Develop personalized financial planning recommendations tailored to each client's goals, risk tolerance, and long-term objectives.</li><li>Conduct client meetings and portfolio reviews, providing proactive guidance and advice.</li><li>Assist in creating comprehensive wealth management strategies, including retirement, investment, estate, and risk-planning considerations.</li><li>Build trusted relationships with clients and become a valued resource throughout their financial journey.</li><li>Prepare financial analyses, recommendations, and planning presentations.</li><li>Collaborate with internal team members to deliver a seamless, high-touch client experience.</li><li>Maintain compliance with all regulatory requirements, policies, and industry standards.</li><li>Contribute to business growth initiatives and participate in relationship-development activities.</li></ul>For fastest consideration, please reach out to Anisa Henry via email or LinkedIn.
2026-10-26T18:08:45Z

Tax Manager/Director

Sacramento, CA
onsite
Permanent / Full Time
150000.00 - 200000.00 USD / Yearly
We are looking for an accomplished tax leader to join a growing organization in the Greater Sacramento area. This position offers the chance to guide a developing tax function, support a broad range of client and compliance needs, and help shape efficient practices that can scale with the business. The ideal candidate brings strong public tax expertise, sound technical judgment, and the ability to lead teams while partnering effectively with executives and clients. For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832. Responsibilities:• Direct day-to-day tax operations by setting team priorities, assigning work, and maintaining accountability for deadlines and deliverables.• Review and oversee complex tax filings across individual, corporate, partnership, trust, and other multi-entity engagements to ensure accuracy and compliance.• Provide advanced guidance on tax planning, regulatory interpretation, and advisory matters for clients, leadership, and internal stakeholders.• Evaluate current tax procedures and implement improvements to workflow, documentation, technology usage, and overall efficiency.• Support organizational growth by building practical processes, strengthening controls, and helping create a scalable tax infrastructure.• Manage capacity planning, scheduling, and quality review standards to balance workload and maintain high service levels.• Build trusted relationships with clients, company leadership, and cross-functional partners through clear communication and responsive support.• Identify strategic tax opportunities related to entity structure, transactions, and business decisions, and present practical recommendations.• Contribute to hiring, coaching, and performance development efforts to strengthen the tax team over time.• Monitor federal and state tax law developments and communicate relevant impacts to clients and decision-makers.
2026-10-01T20:53:45Z

Trial Attorney

Walnut Creek, CA
onsite
Permanent / Full Time
180000.00 - 220000.00 USD / Yearly
We are looking for an accomplished Trial Attorney to join a respected litigation practice in Walnut Creek, California. This position focuses on defending complex medical malpractice and healthcare-related claims while guiding matters from early assessment through trial or resolution. The attorney in this role will work closely with healthcare clients, shape litigation strategy, and contribute meaningful leadership within a collaborative trial team. Responsibilities: • Direct a docket of sophisticated medical malpractice and healthcare litigation matters from initial evaluation through final outcome. • Act as primary courtroom counsel in trials, mediations, arbitrations, hearings, and other contested proceedings. • Build effective litigation strategies by coordinating investigations, planning discovery, and working with expert witnesses. • Prepare, review, and argue motions, pleadings, and written discovery with a strong focus on accuracy and persuasive advocacy. • Take and defend depositions, appear before the court, and represent clients throughout each phase of the litigation process. • Communicate case developments, exposure analysis, and strategic recommendations to clients and other key stakeholders on a regular basis. • Work closely with attorneys, paralegals, and support professionals to drive organized, efficient, and cost-conscious case management. • Strengthen client relationships by serving as a steady advisor to healthcare providers and organizations facing sensitive legal disputes. • Support the broader success of the litigation group by mentoring entry-level team members and promoting high standards of legal service.
2026-10-22T17:58:44Z

Inside Sales Representative

Concord, CA
onsite
Temporary to Hire
20.00 - 20.00 USD / Hourly
Robert Half's client is seeking an Inside Sales Representative for a hybrid position in Concord, CA. Are you someone who enjoys helping people, building relationships, and guiding customers toward the right solution? In this role, you'll connect with prospective customers and their families, understand their unique needs, and help them make informed decisions with confidence. If you're energized by meaningful conversations, sales goals, and helping others navigate important choices, we'd love to hear from you! This is a hybrid work arrangement after training is complete. What you'll do as an Inside Sales Representative:<ul><li>Connect with inbound and marketing-generated leads to understand customer needs and recommend appropriate products and services.</li><li>Build trust with customers, caregivers, and family members through empathetic, consultative conversations.</li><li>Guide sales opportunities through the decision-making process and help customers take the next step when the timing is right.</li><li>Maintain detailed and accurate records of customer interactions, lead activity, and sales progress within company systems.</li><li>Conduct timely follow-up with prospective customers to nurture relationships and improve conversion outcomes.</li><li>Meet daily activity metrics, sales goals, and revenue objectives in a fast-paced environment.</li><li>Partner with team members and leadership to identify customer trends, common objections, and opportunities for improvement.</li></ul>What We're Looking For<ul><li>Previous experience in sales, customer service, call center, inside sales, admissions, or a customer-facing role.</li><li>Strong communication skills with the ability to build rapport quickly and effectively.</li><li>A consultative sales approach focused on understanding customer needs and creating positive experiences.</li><li>Comfort working in a goal-driven environment with performance metrics and sales targets.</li><li>Strong organizational skills and attention to detail.</li><li>Ability to multitask, prioritize, and manage a high volume of customer interactions.</li><li>Proficiency with CRM systems, sales software, and Microsoft Office applications.</li><li>Reliable attendance and flexibility to work various shifts between 6:00 AM and 5:00 PM.</li><li>High school diploma or equivalent required; additional education is a plus.</li></ul>Why Join Us?<ul><li>Competitive compensation with performance incentives.</li><li>Comprehensive training and ongoing support.</li><li>Collaborative team environment with opportunities for growth.</li><li>Meaningful work helping customers make important decisions.</li><li>Stable schedule options within daytime operating hours.</li></ul>If you're interested in this Inside Sales Representative role, please apply today!
2026-11-02T18:03:40Z

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