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11 results for Crm Developer in San Francisco, CA

Email Developer/Designer
  • Berkeley, CA
  • onsite
  • Temporary
  • 38.00 - 45.00 USD / Hourly
  • <p>We are seeking a detail-oriented and creative <strong>Email Designer</strong> to join our marketing team. This role is responsible for transforming content documents into visually compelling and accessible HTML email layouts using <strong>Salesforce Marketing Cloud</strong>. The ideal candidate will have a strong foundation in HTML, a keen eye for design, and a solid understanding of digital accessibility standards (WCAG). You’ll collaborate closely with project managers and stakeholders to support engagement and revenue-generating campaigns, producing one email per day on average.</p><p><br></p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Design and build HTML emails using <strong>Salesforce Marketing Cloud</strong> templates.</li><li>Translate content documents into engaging email layouts while ensuring <strong>WCAG-compliant</strong> accessibility.</li><li>Suggest compelling subject lines and preheader text to optimize open rates.</li><li>Perform light photo editing using <strong>Photoshop or Illustrator</strong> as needed.</li><li>Collaborate with project managers to ensure timely delivery and alignment with campaign goals.</li><li>Manage email production workflow from design through launch, including QA and proofing via <strong>Workfront</strong>.</li><li>Support both engagement and revenue-focused email campaigns.</li><li>Maintain consistency with brand guidelines and design standards.</li><li>Utilize existing templates and recommend improvements where applicable.</li></ul>
  • 2025-09-05T18:59:57Z
Organizational Development Partner
  • Sunnyvale, CA
  • onsite
  • Permanent
  • 150000.00 - 190000.00 USD / Yearly
  • <p>Alison Brenchley, Robert Half is on the lookout for an Organizational Development Partner to be part of our team based in Sunnyvale, California. The role is in the IT Software industry where you will be working closely with the VP of Global HR Services. Your primary tasks will be to develop, implement, and maintain impactful organizational development strategies. </p><p><br></p><p>Responsibilities </p><p>• Collaborate with all HR team levels to develop and build organizational and training programs.</p><p>• Utilize your knowledge of ERP solutions and CRM to maintain efficient and accurate customer credit records.</p><p>• Facilitate leadership development programs and present training initiatives.</p><p>• Ensure compliance and effective internal communication within the organization.</p><p>• Use your skills in strategic planning to process customer credit applications accurately and efficiently.</p><p>• Use your experience in ADP - Financial Services to monitor customer accounts and take appropriate action.</p><p>• Contribute to the budget process and internal reporting system to maintain financial health.</p><p>• Utilize your experience in 3M to work on career development strategies for the team.</p><p>• Leverage your skills in Human Resources (HR) Administration for effective organizational development.</p>
  • 2025-08-19T22:48:47Z
Development Associate
  • Concord, CA
  • onsite
  • Temporary
  • 25.00 - 30.00 USD / Hourly
  • <p>We are looking for a Development Associate to join our nonprofit client in Concord, California, 20hr/wk, through end of the year. You will assist in driving fundraising initiatives, organizing community events, and managing donor relationships to support our mission. This role offers an exciting opportunity to contribute to impactful projects while working in a collaborative and dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and update the donor database to ensure accuracy and generate necessary reports.</p><p>• Process donations and prepare acknowledgment letters on a weekly basis.</p><p>• Coordinate appeal mailings by collaborating with mailing houses and handling in-house mailing tasks.</p><p>• Build and sustain relationships with recurring donors, monitor credit card expirations, and solicit new contributions.</p><p>• Develop engaging content for social media platforms, newsletters, and blogs.</p><p>• Assist in planning and executing fundraising events, ensuring smooth operations and effective communication.</p><p>• Provide administrative support to board and committee members, including soliciting donations and managing event logistics.</p><p>• Organize and oversee holiday drives, including soliciting donations and coordinating client wish lists.</p><p>• Facilitate post-event activities, such as sending acknowledgments to donors and volunteers.</p>
  • 2025-09-03T19:28:48Z
Sr. Software Engineer-FrontEnd
  • San Francisco, CA
  • onsite
  • Permanent
  • 200000.00 - 300000.00 USD / Yearly
  • Immediate permanent opportunity as a Senior Software Frontend Engineer to join a growing technology team in San Francisco, California. This is an onsite position and in this role, you will design and implement scalable, metadata-driven sophisticated UI frameworks while contributing to modernizing our technology stack. This is a unique opportunity to work on advanced web applications, collaborate in an Agile environment, and help shape the future of user experiences, including AI-enhanced capabilities. This front-end engineer role focuses on building sophisticated UI components using TypeScript and JavaScript, with deep expertise in HTML DOM manipulation, browser event handling, drag-and-drop functionality, and CSS. Candidates should have object-oriented programming experience in languages like Java, C++, or C#, and ideally have contributed to platform or tool development such as form builders or workflow engines.
  • 2025-08-19T22:54:11Z
Sr. Client Service Associate - Wealth Mangement
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 85000.00 - 100000.00 USD / Yearly
  • <p><strong>Client Service Associate – Wealth Management</strong></p><p>A boutique wealth management firm is seeking a <strong>Client Service Associate</strong> to join its high-touch, relationship-driven team. Located in Walnut Creek, CA, the firm serves a select group of clients through personalized financial advice and exceptional service. With a stable, referral-based client base and over 15 years of advisory experience, the team is known for its people-first culture and commitment to long-term relationships.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will be the primary point of contact for clients, supporting a range of financial and administrative tasks. This role is ideal for professionals who are detail-oriented, proactive, and passionate about delivering outstanding client experiences. The firm values personal and professional growth, encouraging continuous learning and development.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist clients with beneficiary updates, wire transfers, and rollover requests.</li><li>Respond promptly to client inquiries and provide support across financial products and services.</li><li>Facilitate client onboarding and ensure a smooth, welcoming experience.</li><li>Process client transactions including deposits, withdrawals, and account updates.</li><li>Collaborate with financial advisors to align actions with client financial plans.</li><li>Maintain accurate client records in CRM systems (Salesforce preferred).</li><li>Follow up on pending client requests to ensure timely resolution.</li><li>Uphold confidentiality and security of client information.</li><li>Provide administrative support including report preparation and client-facing materials.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-08-29T15:13:44Z
Senior Software Engineer
  • San Francisco, CA
  • onsite
  • Temporary
  • 70.00 - 77.00 USD / Hourly
  • <p><strong>Senior Software Engineer</strong></p><p><strong>Service Type: </strong>Contract- 52 weeks, open for extension or conversion</p><p><strong>Location Preference:</strong> San Francisco (preferred), Seattle or Los Angeles (secondary). Remote work is acceptable, but candidates must be willing to work onsite if converted to a full-time role.</p><p><strong>Position Overview</strong></p><p>We are seeking a Senior Software Engineer to join a dynamic team focused on building and maintaining a high-performance, distributed, microservice-based advertising platform. This role is part of a cross-functional group responsible for delivering end-to-end solutions in areas such as machine learning, big data, backend services, and data visualization. The ideal candidate will have deep experience in big data technologies and backend or full-stack development. This is a great opportunity for someone who is proactive, collaborative, and passionate about building scalable systems.</p><p><strong>Key Responsibilities</strong></p><ul><li>Design and develop components of a large-scale data platform for batch and real-time processing.</li><li>Build cloud-based infrastructure for big data applications, optimizing for performance, scalability, and availability.</li><li>Collaborate with cross-functional teams including researchers, product managers, and QA engineers to deliver innovative solutions.</li><li>Advocate for best engineering practices including CI/CD, code reviews, and automated testing.</li><li>Translate cutting-edge research into scalable production systems.</li></ul>
  • 2025-08-11T20:28:59Z
Planner/Lead Planner (DOE)
  • Mountain View, CA
  • onsite
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p>A values-driven wealth advisory firm is seeking an exceptional <strong>Planner</strong> to join its team of professionals dedicated to delivering personalized, high-impact financial guidance. This role is ideal for a seasoned advisor who thrives on building trusted relationships, simplifying complexity, and making a meaningful difference in clients’ lives.</p><p><br></p><p>The Planner will be responsible for managing and deepening client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both technical expertise and emotional intelligence.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the development and execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews.</li><li>Serve as a primary relationship manager for clients, providing proactive communication and thoughtful guidance.</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to deliver holistic wealth management solutions.</li><li>Oversee client meeting preparation, follow-up communications, and execution of action items.</li><li>Guide clients through complex planning topics including investment management, tax strategies, estate and philanthropic planning, and intergenerational wealth transfer.</li><li>Supervise and mentor Associate Planners, supporting their professional development and ensuring quality execution of client deliverables.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and internal policies.</li><li>Participate in strategic initiatives across planning, investments, business development, and team goals.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-08-27T14:29:14Z
Client Service Associate for Multi Family Office
  • San Francisco, California, United States, CA
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is partnering with an established multi-family office based in San Francisco is seeking a <strong>Client Associate</strong> to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services.</p><p><br></p><p><strong>Client Associate – Multi Family Office</strong></p><p>&#128205; San Francisco (Steps from Montgomery BART) | Hybrid</p><p>&#128176; $100,000–$130,000 base (DOE) + Bonus</p><p><br></p><p><strong>About the Firm:</strong></p><ul><li>Headquartered in San Francisco with easy BART access</li><li>Serves a sophisticated UHNW client base with personalized, high-touch service</li><li>Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management</li><li>Emphasizes professional development, mentorship, and continuous improvement</li></ul><p> </p><p><strong>About the Role:</strong></p><p>The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the day-to-day contact for a portfolio of UHNW clients</li><li>Execute requests promptly and with a high level of accuracy</li><li>Collaborate with firm leadership on bespoke planning and investment strategies</li><li>Serve as a guide and mentor to junior associates and analysts</li><li>Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning</li><li>Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)</li><li>Support new investment allocations, liquidity planning, and account structuring</li><li>Contribute to firm-wide initiatives and special projects</li></ul><p><br></p>
  • 2025-08-30T01:38:46Z
Client Service Associate -Walnut Creek, CA
  • Walnut Creek, CA
  • remote
  • Permanent
  • 70000.00 - 90000.00 USD / Yearly
  • <p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p><strong>Compensation:</strong> $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Service Associate</strong> to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development.</p><p> </p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul><p><br></p>
  • 2025-08-26T23:39:20Z
Systems Engineer
  • Palo Alto, CA
  • onsite
  • Temporary
  • 59.38 - 68.75 USD / Hourly
  • We are looking for an experienced Systems Engineer to join our team on a long-term contract basis in Palo Alto, California. This role involves supporting and maintaining on-premises infrastructure, Windows Server environments, and enterprise applications integral to daily operations. The ideal candidate is a proactive problem-solver who excels in adapting to dynamic challenges and working across diverse technologies.<br><br>Responsibilities:<br>• Provide operational support to ensure the smooth functioning of on-premises systems.<br>• Manage and maintain Windows Server environments to ensure reliability and security.<br>• Offer administrative-level support for enterprise applications, including Slack and Zoom.<br>• Utilize Active Directory and Azure Active Directory to manage user access and authentication.<br>• Work hands-on with VMware to optimize virtualized environments.<br>• Troubleshoot and resolve technical issues across multiple systems and platforms.<br>• Collaborate with cross-functional teams to implement solutions and improve system performance.<br>• Demonstrate the ability to navigate ambiguity and prioritize tasks effectively.<br>• Ensure compliance with organizational policies and standards in all IT operations.<br>• Monitor and evaluate system performance to identify areas for improvement.
  • 2025-08-12T20:08:46Z
IT Infrastructure Engineer
  • Oakland, CA
  • remote
  • Contract / Temporary to Hire
  • 56.06 - 61.15 USD / Hourly
  • <p>Are you a tech-savvy problem solver with a passion for cloud infrastructure and identity access management? Do you thrive in a collaborative, mentorship-driven environment where cultural fit and team dynamics are just as valued as technical expertise? If so, we have an exciting opportunity for you!</p><p> </p><p>Our Oakland-based client is seeking a contract-to-hire Senior IT Infrastructure Engineer to join their dynamic team in a fully remote capacity (need to work PST hours). This role is perfect for a tech enthusiast with a strong background in cloud infrastructure, identity management, and a knack for fostering teamwork and knowledge sharing.</p><p> </p><p>Key Responsibilities:</p><p>-Take ownership of Okta Identity Access Management (IAM) systems, including managing workflows, device trust, SSO, and authentication policies to ensure secure and seamless operations.</p><p>-Oversee and optimize Azure cloud infrastructure and contribute expertise in designing, implementing, and managing related systems. Familiarity with AWS and networking concepts such as VPCs and network gateways will also be helpful.</p><p>-Manage and support VMware and server environments, though the primary focus will be cloud-based systems. On-premise responsibilities will largely pertain to office IT services.</p><p>-Collaborate with the team to ensure proper SaaS integrations, identifying opportunities for enhanced functionality and efficiency.</p><p> </p><p>What We’re Looking For:</p><p>-Deep technical skills: You have robust experience with Okta IAM and Azure cloud infrastructure and working knowledge of AWS. Expertise in networking concepts and VMware adds to your strong technical foundation.</p><p>-Team player: You value collaboration and are willing to mentor and share knowledge with your teammates. The ability to maintain a positive, open, and inclusive work environment is key.</p><p>-Excellent communication: Your ability to clearly and enthusiastically communicate complex technical concepts helps the entire team learn and grow together.</p><p>-Adaptability and enthusiasm: You have a positive attitude, a passion for problem-solving, and the drive to contribute positively to the company’s mission and culture.</p><p> </p><p>Nice to Haves:</p><p>-Experience with SaaS integrations (bonus points, but not required).</p><p> </p><p>Why Join This Team?</p><p>The team culture is incredibly collaborative, fostering mentorship and openness at all times. The current team member going on leave is a vital mentor, so they’re looking for someone who will not only hit the ground running but also contribute to maintaining the spirit of support and mutual learning.</p><p> </p><p>If you’re ready to bring your expertise in IT infrastructure and thrive in a team-oriented, mentorship-driven environment, we’d love to hear from you!</p><p> </p><p>Apply today to jumpstart the next exciting chapter in your IT career</p>
  • 2025-09-03T22:39:03Z