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26 results for Crm Developer in San Jose, CA

Software Engineer III – Salesforce & AI

San Ramon, CA
remote
Permanent / Full Time
102000.00 - 150000.00 USD / Yearly
Our client is building the next generation of intelligent, scalable enterprise applications at the intersection of Salesforce, AI, and automation. Their high-performing Marketing Applications team delivers mission-critical solutions that power large-scale operations, optimize business processes, and embed AI-driven insights across the organization. They are seeking a Software Engineer III to independently design and deliver complex technical solutions while developing deep expertise across Salesforce, AI-enabled workflows, and enterprise integrations. This role is ideal for a proven engineer who enjoys architectural ownership, mentoring others, and working across a sophisticated technology ecosystem. Candidates from outside the Salesforce ecosystem are encouraged to apply if interested in specializing in these technologies. What You’ll Do<ul><li>Independently design, develop, and deliver complex, scalable Salesforce applications and integrations using advanced Apex, Lightning Web Components (LWC), and declarative tools</li><li>Design and maintain back-end services, APIs, and automation workflows using Node.js, Python, and cloud platforms (Azure or AWS)</li><li>Build and manage data pipelines and ETL processes across Salesforce and cloud-based data platforms</li><li>Own integrations between Salesforce and enterprise systems, defining data contracts using REST/SOAP APIs and event-driven architectures</li><li>Customize and extend agent-based capabilities to deliver context-aware, high-performance employee experiences</li><li>Drive adoption of AI capabilities, including predictive analytics, copilots, and generative AI within marketing and sales workflows</li><li>Contribute to AI and ML initiatives, including the secure integration of large language models into enterprise processes</li><li>Develop and optimize modern front-end applications using advanced JavaScript frameworks such as React.js or Next.js</li><li>Serve as a key contributor in Agile teams, influencing technical direction, roadmap planning, and conducting peer code reviews</li><li>Mentor junior engineers and promote engineering best practices and technical excellence</li><li>Collaborate closely with product managers, data science teams, and business stakeholders to translate requirements into scalable solutions</li></ul>
2026-07-10T22:34:04Z

DevOps Engineer

San Francisco, CA
onsite
Permanent / Full Time
170000.00 - 180000.00 USD / Yearly
We are looking for a Sr.DevOps Engineer to strengthen our engineering organization in San Francisco, California. In this role, you will improve the foundation that supports application delivery, platform reliability, and developer productivity across cloud-based systems. You will work closely with engineering partners to create scalable infrastructure, streamline release processes, and build dependable operational practices that support continued growth. Responsibilities:• Architect and maintain cloud infrastructure using infrastructure-as-code practices that promote consistency, scalability, and operational simplicity.• Create and refine automated delivery pipelines to support dependable, efficient releases across multiple services and environments.• Establish repeatable deployment approaches for serverless applications, container-based platforms, and orchestrated workflows.• Build internal automation and developer tools that reduce manual effort and help backend and machine learning teams work more efficiently.• Enhance development, testing, and staging environments to improve workflow speed and reduce friction during software delivery.• Define strong monitoring and observability practices across logs, metrics, and tracing to improve system visibility and troubleshooting.• Investigate reliability, latency, and performance issues in distributed environments and partner with engineers to implement lasting improvements.• Strengthen operational readiness by supporting incident response, contributing to post-incident reviews, and turning findings into better tooling and processes.• Integrate security and compliance controls into infrastructure and deployment workflows, including access management, patching, and vulnerability remediation.
2026-06-22T15:53:44Z

Financial Advisor

Berkeley, CA
remote
Permanent / Full Time
120000.00 - 180000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T17:30:09Z

Software Engineer

Burlingame, CA
remote
Temporary / Contract
62.00 - 62.00 USD / Hourly
We are looking for a Software Engineer to join a collaborative engineering team in Burlingame, California, supporting the design and delivery of modern cloud-based solutions. This Long-term Contract position offers the opportunity to shape scalable services, contribute to architecture decisions, and build reliable integrations between field operations and business systems. The role suits an engineer who enjoys hands-on development, cross-functional collaboration, and creating practical software solutions that can evolve with changing product needs. Responsibilities: • Lead the design and implementation of scalable software components across data processing, backend services, and orchestration layers. • Build and enhance cloud-native applications that support the exchange of information between operational platforms and business systems. • Create, document, and maintain APIs and microservices that connect devices, applications, and distributed services. • Develop web-based interfaces and service-to-service workflows by integrating with cloud API endpoints. • Investigate production issues, resolve technical problems, and improve overall platform stability and performance. • Participate in design discussions, code reviews, and testing activities to maintain high engineering standards. • Partner with architects, engineers, and business stakeholders to evaluate feature requests, estimate delivery effort, and validate solutions. • Support field validation efforts by working with cross-functional teams to test and refine software in live construction environments. • Mentor less experienced engineers and promote strong collaboration, sound development practices, and continuous improvement within the team.
2026-06-15T17:33:43Z

Software Engineer

Burlingame, CA
remote
Temporary / Contract
60.00 - 60.00 USD / Hourly
We are looking for a Software Engineer to join a collaborative engineering team in Burlingame, California, supporting the design and delivery of modern software solutions that connect field operations with back-office systems. This is a Long-term Contract position offering the opportunity to contribute to cloud-based services, scalable APIs, and user-facing applications while working in an Agile environment. The role calls for a strong technical contributor who can help shape architecture decisions, improve system reliability, and partner with engineers and stakeholders across teams to deliver practical, high-impact solutions. Responsibilities: • Lead the design and implementation of scalable software components across data pipelines, service layers, and orchestration workflows. • Build and enhance cloud-based services that collect, process, and persist data for connected platforms and applications. • Create and maintain APIs within a microservices architecture to support communication between IoT-enabled systems and end-user tools. • Develop web interfaces and service-to-service integrations by consuming cloud API endpoints and translating business needs into technical solutions. • Investigate production issues, diagnose platform problems, and deliver effective fixes to improve system performance and stability. • Participate in architectural discussions, code reviews, and testing activities to ensure software quality and alignment with engineering standards. • Collaborate with cross-functional engineering teams and business stakeholders to assess new features, estimate effort, and validate solutions in real-world environments, including construction site settings when needed. • Mentor less experienced engineers by sharing development best practices, encouraging strong teamwork, and supporting technical growth. • Contribute to event-driven system design and help advance the adoption of modern cloud technologies and engineering approaches. • Perform unit and system-level validation to confirm that enhancements and changes meet functional and reliability expectations.
2026-06-15T17:33:43Z

Financial Advisor

San Mateo, CA
remote
Permanent / Full Time
140000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T07:34:08Z

Financial Advisor

San Mateo, CA
remote
Permanent / Full Time
130000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-03T20:28:42Z

Financial Advisor - CFP

San Mateo, CA
onsite
Permanent / Full Time
140000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T16:43:42Z

Wealth Advisor

San Mateo, CA
remote
Permanent / Full Time
150000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T20:23:40Z

Client Services & Operations Associate

San Francisco, CA
onsite
Permanent / Full Time
70000.00 - 80000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T20:23:40Z

Client Services Associate

San Francisco, CA
remote
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T20:23:40Z

Client Service Associate, Multi Family Office

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T07:34:08Z

Technical Sales Specialist

Watsonville, CA
onsite
Permanent / Full Time
70000.00 - 85000.00 USD / Yearly
Are you passionate about technology, manufacturing and building impactful relationships? Join our dynamic team as a Technical Sales Specialist, where your entrepreneurial spirit and client-orientation can truly shine. In this role, you’ll act as a key connector between new business opportunities and our market-leading solutions—directly influencing our company’s growth and our clients’ success. What You’ll Do: Forge lasting partnerships with new and existing customers—discover their needs, and creatively unlock new business opportunities. Prepare compelling quotes and proposals that win clients’ trust and align with their goals. Be our ambassador at industry trade shows, conferences, and seminars—network, share our story, and broaden our reach. Visit customers on-site to solve problems, ensure their satisfaction, and spark new projects. Keep our CRM (Salesforce) and order systems up-to-date, ensuring smooth operations from pitch to production. Partner closely with our engineering teams—helping transition prospects to happy, loyal customers by solving technical challenges together. Monitor market trends and deliver insights to leadership, helping us stay ahead and identify new growth avenues. Review contracts with a sharp eye for detail—terms, conditions, and export compliance are part of your toolkit. Oversee billing and coordinate shipping activities, ensuring top-tier customer service and expectations are always met. What Makes This Role Exciting: You’ll be joining a collaborative, forward-thinking culture where your ideas matter. Your work will fuel innovation and help shape the future of our company and our clients’ businesses. You’ll interact with diverse teams, learn from talented experts, and gain exposure across technical and commercial domains. detail oriented growth and development opportunities are not just offered—they’re encouraged. Posted by director of staffing Scott G. Moore (Reply here and connect with me on LinkedIn also!)
2026-06-11T23:38:41Z

Multi Family Office, Client Service Associate

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | Multi Family Office | SF Bay Area | Mostly Remote Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-03T20:18:36Z

Client Service Associate - Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T19:43:45Z

Data Engineer III

San Ramon, CA
remote
Permanent / Full Time
104000.00 - 153000.00 USD / Yearly
Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Data Engineer III to join the ATI Data Science Innovation department. Solution Design & Technical Leadership<ul><li>Lead architecture and design of complex data pipelines on Databricks lakehouse architecture (Unity Catalog, Delta Lake, Structured Streaming)</li><li>Define technical approach for data engineering initiatives, mentor less-senior engineers, and set standards for code quality through leadership and code reviews</li><li>Design and build data foundations that enable AI/ML capabilities — feature stores, embedding pipelines, vector search indexes, and model training datasets</li><li>Align data engineering solutions with business strategy, including support for Agentic AI workloads</li></ul>Data Infrastructure & Platform<ul><li>Own health, scalability, and modernization of data infrastructure with Databricks as the strategic platform — including workload migration, compute optimization, and Unity Catalog adoption</li><li>Optimize pipeline performance (Delta Lake table layouts, clustering, Z-ordering) and establish monitoring/alerting best practices with clear SLAs</li><li>Build data infrastructure supporting Agentic AI systems — real-time data access layers, context retrieval pipelines, and agent-accessible data services</li><li>Collaborate cross-functionally with DevOps, Platform Engineering, and MLOps roles to integrate data solutions into the broader technology environment and shared AI infratstructure – Mlflow registries, feature stores, and agent orchestration layers</li><li>Provide consultation to Senior Leadership on complex projects and drive continuous improvement initiatives</li></ul>Data Quality, Governance & Collaboration<ul><li>Champion data governance at all layers for data, models, and AI assets</li><li>Implement data quality strategies (master data management, validation rules, Delta Live Tables expectations) to ensure trust in enterprise data</li><li>Serve as liaison across data engineering, AI engineering, and business teams; promote data literacy and stewardship</li></ul>
2026-06-11T20:53:43Z

Software Engineer II – AI Engineer (w/ skills in Deployment)

San Ramon, CA
remote
Permanent / Full Time
85000.00 - 124000.00 USD / Yearly
Robert Half is seeking a Software Engineer II – AI Engineer who will analyze, design, program, debug, test, implement, deploy, and support software enhancements and new applications using Generative AI technologies. This role contributes to the development and production deployment of GenAI-enabled applications, including LLM-powered workflows, RAG pipelines, and AI-driven user experiences. This role supports SDLC documentation across all phases, with a focus on deployment, evaluation, observability, safety, and monitoring. It also interacts with users to define requirements and support applications in production. What You’ll Do <ul><li>Develop and modify application modules, including GenAI components. </li><li>Build prompt workflows, retrieval layers, APIs, and cloud services. </li><li>Troubleshoot production issues, including latency, hallucinations, and errors. </li><li>Provide Level II production support for deployed systems. </li><li>Design components, including LLM integrations and RAG pipelines. </li><li>Implement CI/CD pipelines, containerization, and release processes. </li><li>Develop RAG pipelines with embeddings, chunking, and vector search. </li><li>Apply prompt engineering techniques, including few-shot prompting and structured outputs. </li><li>Evaluate models for accuracy, relevance, and hallucination risk. </li><li>Implement safety guardrails, including PII protection and prompt-injection defense. </li><li>Execute testing, including unit, integration, and GenAI evaluation testing. </li><li>Monitor production systems for latency, cost, usage, and errors. </li><li>Support incident management with fallback and recovery strategies. </li></ul>
2026-07-10T23:38:35Z

Business Reporting Analyst

Newark, CA
onsite
Temporary / Contract
52.25 - 60.50 USD / Hourly
We are seeking an experienced Business Reporting Analyst to support enterprise contact center operations through the development of reporting, analytics, and business intelligence solutions. This senior-level role is responsible for identifying data requirements, ensuring data integrity, and delivering actionable insights that drive operational performance and strategic decision-making. The ideal candidate possesses strong analytical and technical skills, experience with contact center technologies, and the ability to translate complex business requirements into meaningful reports, dashboards, and performance metrics. **Position is fully onsite in Newark, CA 94560****Position is potential contract to hire based on performance - 6-month contract to start out** Key Responsibilities<ul><li>Partner with operational leaders, workforce management teams, project managers, and business stakeholders to understand reporting needs and define key performance metrics.</li><li>Translate business and reporting requirements into technical specifications, report designs, and dashboard solutions.</li><li>Design, develop, maintain, and optimize operational reports, scorecards, dashboards, and data visualizations.</li><li>Extract, integrate, and analyze data from multiple enterprise systems and data sources.</li><li>Develop and maintain databases, reporting repositories, and business intelligence solutions that support organizational objectives.</li><li>Ensure the quality, accuracy, and integrity of data used for reporting and analytics.</li><li>Identify trends, patterns, and opportunities for operational improvement through data analysis.</li><li>Develop new performance metrics and reporting methodologies to measure business outcomes.</li><li>Support ad hoc reporting requests from leadership and departmental stakeholders.</li><li>Conduct report testing, validation, and troubleshooting to ensure reliability and accuracy.</li><li>Document reporting processes, data definitions, and reporting standards.</li><li>Serve as a subject matter expert and mentor to junior analysts when needed.</li></ul>
2026-06-16T19:28:46Z

Client Associate - $2B AUM and Career Growth

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing advisory team serving successful individuals, families, executives, and business owners. This is more than a traditional client service role. It is an opportunity to gain hands-on exposure to sophisticated wealth management, work alongside experienced advisors managing complex client relationships, and build the foundation for a long-term career in the advisory profession. If you're passionate about financial planning, investments, client relationships, and professional growth, you'll find this environment encourages continuous learning, mentorship, and advancement. <ul><li>Direct exposure to high-net-worth and ultra-high-net-worth clients</li><li>Opportunity to work closely with experienced Wealth Advisors and Portfolio Managers</li><li>Clear professional development path with increasing responsibility</li><li>Collaborative, team-oriented culture with strong mentorship</li><li>Significant investment in employee growth and education</li><li>Outstanding retirement program and comprehensive benefits package</li><li>Beautiful San Francisco office and flexible hybrid work environment</li></ul>As a Client Associate, you'll serve as a trusted partner to both clients and advisors, helping deliver an exceptional client experience while developing a deep understanding of wealth management operations, investment administration, and relationship management.You'll become a key contributor to the advisory team, supporting client relationships, coordinating account activity, solving client needs, and ensuring operational excellence across a diverse range of financial planning and investment matters.This role is ideal for someone who enjoys working directly with clients, thrives in a fast-paced environment, and aspires to grow into broader advisory responsibilities over time.
2026-06-25T19:08:44Z

Sr DevOps Engineer

San Francisco, CA
onsite
Temporary / Contract
75.00 - 85.00 USD / Hourly
We are looking for a Sr. DevOps Engineer to help strengthen and scale a cloud-based platform in San Francisco, California. This opportunity is ideal for a senior engineer who can improve infrastructure performance, streamline delivery processes, and support production systems in a hybrid work environment. The role partners closely with engineering teams to build dependable deployment practices, enhance platform visibility, and maintain stable operations across modern cloud services. This is a contract to permanent opportunity and requires 2 days a week on site. Responsibilities: • Develop, manage, and optimize cloud infrastructure that supports the company's live SaaS environment. • Create and maintain delivery pipelines for application services and machine learning workloads to enable efficient releases. • Oversee deployments across serverless components and container-based applications while ensuring consistency and reliability.• Administer and support a PostgreSQL data environment, including performance, availability, and operational upkeep. • Strengthen system dependability by improving monitoring, alerting, logging, and overall platform observability. • Automate provisioning and release processes through infrastructure-as-code practices using tools such as Terraform. • Collaborate with backend and machine learning teams to address infrastructure needs and enable smooth deployment workflows. • Participate in production support activities, including incident response and an on-call rotation. • Contribute to operational improvements that reduce manual effort and increase platform stability over time.
2026-07-02T17:30:09Z

Financial Planner, Associate Advisor - Clear Growth

San Francisco, CA
onsite
Permanent / Full Time
145000.00 - 185000.00 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers. Why This Opportunity Stands Out<ul><li>Direct partnership with highly experienced advisors and leadership</li><li>Opportunity to inherit and transition client relationships from a retiring advisor</li><li>Clear path toward greater client ownership and revenue participation</li><li>Comprehensive planning approach that extends beyond investments</li><li>Collaborative, team-oriented culture with a strong "people-first" philosophy</li><li>Significant opportunities for professional growth and advancement</li><li>Access to sophisticated planning resources and internal specialists</li><li>Stable platform with continued organic and acquisition-driven growth</li></ul>As a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.
2026-06-25T19:13:46Z

VP of Client Services - Wealth Management

San Francisco, CA
onsite
Permanent / Full Time
145000.00 - 175000.00 USD / Yearly
A nationally recognized and thriving wealth management and advisory firm is seeking a Vice President of Client Services to help shape and elevate the client experience across a growing organization. This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm. The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement. Lead and Develop High-Performing Teams<ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul>Elevate the Client Experience<ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul>Partner Across the Business<ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul>Drive Operational Excellence<ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul>
2026-06-17T20:24:01Z

Sr. Software Engineer

Menlo Park, CA
onsite
Permanent / Full Time
200000.00 - 250000.00 USD / Yearly
Job TitleSenior Full Stack Engineer About the OpportunityWe are building a high-caliber engineering team and are looking to hire four Senior Full Stack Engineers who thrive in fast-paced, collaborative environments. This is an opportunity to join a growing organization where you'll have significant influence on architecture, product development, and engineering best practices. Our technology stack is intentionally flexible. We are looking for strong engineers first—individuals who can solve complex problems, build scalable systems, and contribute across the full software development lifecycle. Role SummaryThe Full Stack Application Developer will play a critical role in designing, building, and scaling modern business applications that support a wide range of organizational functions. Based in Los Angeles, CA, this role partners closely with cross-functional stakeholders to identify technology needs and deliver innovative, scalable solutions. The ideal candidate brings a strong technical foundation, a forward-thinking mindset, and an interest in emerging technologies, including AI/ML applications in enterprise environments. What You'll Do<ul><li>Design, develop, and maintain scalable software applications and distributed systems.</li><li>Contribute across the full stack, partnering closely with product, design, and engineering teams.</li><li>Build and enhance backend services primarily leveraging Java and Python.</li><li>Develop cloud-native applications and services in modern cloud environments.</li><li>Participate in architecture discussions and technical decision-making.</li><li>Write high-quality, maintainable, and testable code.</li><li>Mentor junior engineers and contribute to a strong engineering culture.</li><li>Drive performance, reliability, and scalability improvements across platforms.</li></ul>Technical Environment<ul><li>Approximately 20% Java development</li><li>Python-based backend services and applications</li><li>Cloud technologies (AWS, Azure, or GCP)</li><li>Frontend technology is flexible; experience with modern JavaScript frameworks is preferred</li><li>Microservices and distributed systems architecture</li><li>CI/CD and modern software engineering practices</li></ul>Compensation & Benefits<ul><li>$200,000 - $250,000 with discretionary bonus</li><li>Comprehensive benefits package</li><li>Performance-based incentives and long-term growth opportunities</li></ul>Additional Details<ul><li>Work model: Onsite</li><li>Collaborative, fast-paced environment with a strong focus on innovation and continuous improvement</li><li>Opportunity to work on impactful, mission-driven initiatives across multiple sectors</li></ul>
2026-06-25T18:48:44Z

Software Engineer II

San Ramon, CA
remote
Permanent / Full Time
85000.00 - 124000.00 USD / Yearly
We are looking for a talented and motivated Software Engineer II to join our innovative IT team. As a Software Engineer II, you will be responsible for designing, developing, and maintaining software applications using modern technologies. You will work on both front-end and back-end development, ensuring seamless integration and optimal performance. Your role will involve collaborating with cross-functional teams to deliver high-quality software solutions that meet business requirements. This role offers the opportunity to work on cutting-edge software solutions, improve system efficiency, and contribute to strategic IT initiatives. If you are passionate about software engineering and thrive in a dynamic environment, we’d love to hear from you! What You'll Do<ul><li>Develop and maintain web applications using modern front-end frameworks such as React or Angular.</li><li>Design and implement RESTful APIs and microservices using C#.</li><li>Work with cloud platforms like Azure or AWS to deploy and manage applications.</li><li>Implement CI/CD pipelines using tools like Azure DevOps or GitHub Actions.</li><li>Collaborate with UX/UI designers to create intuitive and responsive user interfaces.</li><li>Write unit and integration tests to ensure code quality and reliability.</li><li>Participate in code reviews and provide constructive feedback to peers.</li><li>Troubleshoot and resolve software defects and production issues.</li><li>Design and contribute to an AI agent platform, enabling intelligent automation, workflow orchestration, and integration with enterprise systems.</li></ul>
2026-07-06T21:38:43Z

Cloud Systems Engineer

Martinez, CA
onsite
Temporary / Contract
60.00 - 70.00 USD / Hourly
We are looking for a Sr. Systems Engineer to support and enhance a Microsoft-focused cloud environment in Martinez, California. This Long-term Systems Engineer Contract position will play a key role in strengthening Microsoft 365 services, device management, identity administration, and cloud-based automation across the organization. The ideal Systems Engineer candidate brings strong technical depth across Azure, Intune, Entra ID, and the Power Platform, along with the ability to resolve complex issues and guide broader IT efforts. This Systems Engineer role is an onsite ole out of Martinez, Ca. Responsibilities:• Oversee the performance, security, and day-to-day administration of Microsoft 365 applications, including Exchange Online, SharePoint Online, Teams, and OneDrive.• Create and refine Intune configurations for endpoint management, compliance enforcement, and software deployment across supported devices.• Administer identity and access controls within Entra ID, including authentication methods, privileged access workflows, conditional access, and hybrid identity support.• Support the design, maintenance, and troubleshooting of Azure-based services that underpin the organization's cloud infrastructure.• Develop business-focused solutions using Power Apps, Power Automate, and Power BI to improve reporting and streamline operational processes.• Investigate high-severity incidents, perform root-cause analysis, and implement durable fixes across Microsoft 365 and Azure platforms.• Build and maintain automation using PowerShell and Microsoft Graph integrations to reduce manual administrative effort and improve consistency.• Produce and update technical documentation covering architecture, configurations, operational procedures, and support standards.• Assess emerging Microsoft capabilities and licensing updates, then provide recommendations on adoption, governance, and practical use.• Provide technical mentorship to less experienced team members and collaborate with security, compliance, and IT partners on audits, controls, and risk reduction.
2026-07-07T15:33:43Z