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4 results for Consultant in San Jose, CA

DocuSign Consultant

Martinez, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
Robert Half is seeking an experienced DocuSign Consultant to support our client's Enterprise Applications team. This DocuSign Consultant will partner directly with the IT departments—to modernize and automate business processes using the DocuSign platform. This is an excellent opportunity for a DocuSign Consultant who enjoys working directly with business stakeholders, gathering requirements, designing workflow solutions, and delivering end-to-end DocuSign implementations. The ideal DocuSign Consultant is both technically proficient and customer-focused, with the ability to independently manage multiple projects from discovery through production deployment. The DocuSign Consultant role is a Part Time role - about 20 hours a week and is an onsite role out of Martiniez. Responsibilities<ul><li>Lead customer engagements from requirements gathering through solution delivery.</li><li>Analyze and document current-state business processes and recommend workflow improvements.</li><li>Design, configure, and implement DocuSign eSignature workflows, templates, routing, and automation.</li><li>Collaborate with business stakeholders to translate operational needs into scalable digital solutions.</li><li>Develop business requirements, process flows, technical documentation, and end-user training materials.</li><li>Support user acceptance testing (UAT), validation, and production deployments.</li><li>Migrate DocuSign solutions from sandbox to production environments.</li><li>Assist with DocuSign integrations with enterprise applications using APIs and other integration technologies.</li><li>Manage multiple concurrent projects while maintaining strong communication with business partners.</li><li>Provide post-implementation support and assist with user adoption.</li></ul>
2026-07-16T00:00:00Z

Analyst

Morgan Hill, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth. Responsibilities:• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.
2026-07-29T00:00:00Z

Tax Advisor

San Francisco, CA
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax Manager/Advisor | Wealth Management Firm| Bay Area | Competitive Comp + Strong perks! Join a boutique wealth management and tax advisory firm that partners with high-net-worth individuals, families, and business owners on sophisticated tax planning and financial strategies. This is an excellent opportunity to move beyond tax compliance and gain greater exposure to proactive planning, trust and estate matters, and integrated wealth management. The firm offers remote flexibility, excellent work-life balance, a collaborative team, and the opportunity to help shape a modern, technology-driven tax practice that embraces automation, AI, and continuous improvement. Responsibilities<ul><li>Prepare and review high-net-worth individual and trust tax returns </li><li>Handle federal, state, and multi-state tax filings </li><li>Prepare tax projections, quarterly estimates, and year-round tax planning </li><li>Identify proactive tax savings opportunities for clients </li><li>Partner with advisors on integrated tax and financial planning strategies </li><li>Meet directly with clients to discuss tax planning and compliance matters </li><li>Review work prepared by junior staff and provide mentorship </li><li>Support process improvements, technology initiatives, and special projects </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

Product Counsel

San Mateo, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
We are looking for a Product Counsel to guide legal strategy across the full product lifecycle in San Mateo, California. This role works closely with product, engineering, design, and cross-functional compliance partners to help bring innovative features to market while managing legal and regulatory risk. The ideal candidate combines strong product judgment with practical legal advice and can translate complex requirements into clear, business-focused recommendations. Responsibilities: • Collaborate with Product, Engineering, and Design teams to provide legal counsel from concept through launch and ongoing feature updates. • Evaluate proposed product functionality, user journeys, and data handling practices to identify risk and recommend compliant, practical solutions. • Advise stakeholders on privacy, data protection, intellectual property, security, and applicable regulatory obligations tied to product decisions. • Support matters involving data use, artificial intelligence and machine learning initiatives, training data considerations, and responsible AI practices when relevant. • Prepare and maintain customer-facing and product-related legal documentation, including terms of service, privacy notices, end-user agreements, disclosures, and in-app language. • Work closely with Privacy, Security, and Compliance partners to address legal requirements and support readiness for industry and regulatory standards. • Review go-to-market materials by counseling teams on product messaging, marketing representations, and customer communications. • Track changes in laws and regulations that may affect the product roadmap and proactively brief internal teams on emerging requirements. • Deliver balanced legal guidance that aligns risk management with commercial goals and supports scalable decision-making.
2026-07-07T00:00:00Z