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6 results for Customer Success Manager in San Diego, CA

Product Manager
  • Irvine, CA
  • onsite
  • Permanent
  • 132000.00 - 145000.00 USD / Yearly
  • <p>Product Manager - Analytics & Product Success</p><p><strong>About the Role</strong></p><p>We're seeking a data-driven Product Manager who will ensure product success through </p><p>rigorous monitoring, analytics, and measurement. This role is the guardian of product </p><p>health and success metrics, using sophisticated monitoring tools and deep data analysis </p><p>to verify features work as expected, launches succeed, and products deliver measurable </p><p>value to customers and the business.</p><p><strong>Key Responsibilities</strong></p><p>Ensuring Product Success Through Analytics and Monitoring Tools</p><p>• Own end-to-end success metrics for products and features from conception </p><p>through maturity</p><p>• Use monitoring tools and data analysis to validate that all product features work as </p><p>expected</p><p>• Define what "success" means for each product initiative and measure it rigorously</p><p>• Drive product improvements and optimizations based on success metrics and </p><p>performance data</p><p>• Design and implement comprehensive monitoring systems using industry-leading </p><p>tools to track product health in real-time</p><p>• Monitor feature-level performance metrics to ensure all functionality operates </p><p>within expected parameters</p><p>• Track error rates, latency, conversion funnels, and other technical and behavioral </p><p>metrics by feature</p><p>• Lead root cause analysis and post-mortems when product issues arise</p><p><strong>Deep Data Analysis & Insights</strong></p><p>• Leverage analytics tools and advanced SQL to conduct deep-dive analyses into </p><p>product performance and user behavior</p><p>• Establish instrumentation standards and ensure complete feature coverage for all </p><p>product functionality</p><p>• Verify feature functionality through analytics validation, identifying bugs, errors, and </p><p>unexpected behaviors</p><p>• Create automated anomaly detection systems to identify when features deviate </p><p>from expected behavior</p><p><strong>Product Launch Excellence</strong></p><p>• Lead end-to-end launch planning and execution, ensuring launches meet success criteria</p><p>• Define launch success metrics and measurement frameworks before product releases</p><p>• Use monitoring and analytics to track launch performance in real-time</p><p>• Conduct post-launch reviews using data to assess success and inform future launches</p><p><br></p>
  • 2025-12-16T20:58:54Z
Account Representative
  • San Diego, CA
  • remote
  • Temporary
  • 22.00 - 23.00 USD / Hourly
  • <p><strong>Overview:</strong></p><p> Robert Half is partnering with a reputable insurance firm to identify a customer-focused and detail-oriented <strong>Account Representative</strong>. In this role, you will serve as a primary point of contact for clients, supporting account servicing needs while ensuring policies, documentation, and communications are handled accurately and efficiently. The ideal candidate has strong communication skills, enjoys relationship-building, and is comfortable working in a fast-paced, service-driven environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the main point of contact for assigned client accounts, providing timely and professional support</li><li>Assist clients with policy inquiries, endorsements, renewals, and general service requests</li><li>Process policy changes, applications, certificates of insurance, and related documentation</li><li>Coordinate with internal teams, carriers, and underwriters to resolve account-related issues</li><li>Maintain accurate client records, policy information, and correspondence in agency management systems</li><li>Support renewal preparation and follow-up to ensure timely account servicing</li><li>Respond to phone and email inquiries while delivering a high level of customer service</li><li>Ensure compliance with insurance regulations and internal procedures</li></ul><p><br></p>
  • 2025-12-29T23:33:38Z
Client Services Associate
  • San Diego, CA
  • remote
  • Contract / Temporary to Hire
  • 23.00 - 25.00 USD / Hourly
  • <p>Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the opportunity to work in a dynamic, client-driven environment, supporting both advisors and clients while contributing to the overall success of the organization. This is a contract to hire role based in Del Mar, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person.</li><li>Support financial advisors with client onboarding, documentation, and account maintenance.</li><li>Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality.</li><li>Prepare and review account forms, transfer requests, and related paperwork.</li><li>Assist in the preparation of client meetings, reports, and presentation materials.</li><li>Maintain up-to-date client records and support data entry into CRM and portfolio management systems.</li><li>Help resolve client service issues and escalate as necessary.</li><li>Collaborate with internal teams to support compliance, operations, and administrative tasks.</li></ul><p><br></p>
  • 2025-12-26T17:38:39Z
Account Representative
  • San Diego, CA
  • remote
  • Temporary
  • 23.00 - 25.00 USD / Hourly
  • <p><strong>Overview:</strong></p><p> Robert Half is partnering with a reputable financial services company to identify a detail-oriented and client-focused <strong>Account Representative</strong>. This role serves as a key point of contact for clients, supporting account servicing, documentation, and ongoing relationship management while ensuring compliance with internal policies and regulatory requirements. The ideal candidate brings strong communication skills, professionalism, and a high level of attention to detail.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for assigned client accounts, providing timely and accurate support</li><li>Assist clients with account inquiries, updates, and service requests</li><li>Process account documentation, forms, and transactions in accordance with company policies and regulatory standards</li><li>Maintain accurate client records and account information in internal systems</li><li>Coordinate with internal departments (operations, compliance, advisors, and finance teams) to resolve account-related issues</li><li>Support onboarding of new clients, including documentation collection and verification</li><li>Prepare reports, track account activity, and assist with audits or reviews as needed</li><li>Ensure adherence to compliance, privacy, and regulatory requirements</li></ul><p><br></p>
  • 2025-12-29T23:38:59Z
Merchandiser
  • Costa Mesa, CA
  • onsite
  • Temporary
  • 20.00 - 22.50 USD / Hourly
  • <p>Robert Half is partnering with our client, a leading global lifestyle and apparel organization, in the search for a Wholesale Apparel Merchandiser. This role supports a high-visibility wholesale business and plays a key part in developing category strategies, building curated assortments, and analyzing marketplace performance. The ideal candidate is detail-oriented, data-driven, and passionate about creating product experiences that resonate with consumers across the apparel market.</p><p><br></p><p><strong>Position:</strong> Merchandiser, Wholesale Apparel</p><p><strong>Location:</strong> Costa Mesa, CA (Hybrid — Onsite Tuesday–Thursday)</p><p><strong>Duration:</strong> 6-month contract</p><p><strong>Pay Rate: </strong>$22.50/hour</p><p><br></p><p><strong>Position Overview:</strong></p><p>The Wholesale Apparel Merchandiser will support the Merchandising Manager in driving category strategies, seasonal assortments, and marketplace insights for the wholesale channel across the Americas region. This role contributes to product planning, go-to-market preparation, and in-season performance monitoring to ensure the delivery of the right product at the right time. Success in this position requires strong analytical skills, cross-functional collaboration, and an understanding of the wholesale apparel landscape.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support the development and maintenance of regional line architecture and assortment strategies for the wholesale channel, including franchise and lifecycle management.</li><li>Assist with creating curated seasonal assortments that support commercial priorities and align with brand and marketing strategies.</li><li>Provide data-driven insights, reporting, and recommendations to inform long-term merchandise financial plans and marketplace execution.</li><li>Prepare seasonal recaps, performance summaries, and analysis to identify opportunities for optimization.</li><li>Assist with GTM (go-to-market) preparation, including coordinating samples and developing materials for internal and external presentations.</li><li>Collaborate with Wholesale Planning to monitor in-season performance, support financial goals, and recommend promotional or markdown actions aligned with global guidelines.</li><li>Conduct trend research and competitive analysis to inform assortment decisions and identify market opportunities.</li><li>Execute ad-hoc reporting and analysis to support seasonal planning and decision-making.</li><li>Manage merchandising operations such as sample tracking, seasonal reporting, and updates to line architecture documents.</li></ul>
  • 2025-12-11T20:38:36Z
Inside Sales Representative
  • Irvine, CA
  • remote
  • Temporary
  • 20.00 - 24.00 USD / Hourly
  • <p>We are proud to represent a fast-growing, client-focused mortgage brokerage that is redefining the home financing experience.</p><p>As an Inside Sales Representative, you’ll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction.</p><p>What You’ll Do</p><ul><li>Engage & Convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships.</li><li>Drive Results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership.</li><li>Collaborate & Grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service.</li></ul><p>What We’re Looking For</p><ul><li>Sales Savvy: Strong communication and relationship-building skills with a passion for helping people.</li><li>Goal-Oriented: Motivated by targets and thrives in a fast-paced environment.</li><li>Tech-Comfortable: Experience with CRM systems and digital communication tools.</li><li>Mortgage Knowledge: No Mortgage Knowledge necessary! We will train up on all our services</li></ul><p>Why Join Us?</p><ul><li>Growth Potential: Contract-to-hire with clear pathways for advancement to loan officer (we will sponsor loan officer certifications).</li><li>Commission Opportunity: Once hired on permanently, you’ll earn competitive commissions on closed deals your success pays off!</li><li>Supportive Culture: Work with a team that values integrity, collaboration, and innovation.</li><li>Impactful Work: Help clients achieve one of life’s biggest milestones homeownership.</li><li>Competitive Compensation: Base pay plus performance incentives once hired on.</li></ul><p><br></p>
  • 2025-12-29T17:33:39Z