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14 results for Crm Developer in San Jose, CA

Marketing and Office Assistant

Walnut Creek, CA
onsite
Temporary to Hire
27.00 - 37.00 USD / Hourly
Robert Half's construction client is looking for a Marketing Assistant to join a construction industry team in Walnut Creek, CA. This contract-to-permanent opportunity is ideal for someone who enjoys balancing marketing coordination with administrative support in a fast-paced office setting. In this role, you will contribute to proposals, promotional materials, social media activity, event planning, and day-to-day executive support while gaining the opportunity to grow within a dynamic work environment. Marketing Assistant Responsibilities:• Develop and format proposals, presentation decks, qualification packages, and other branded materials with a strong eye for accuracy and visual consistency.• Refresh and organize marketing content such as staff bios, project summaries, case studies, and collateral used for business development efforts.• Support content development by researching information, editing copy, and preparing materials needed for client-facing submissions and campaigns.• Coordinate social media activity by preparing posts, managing publishing schedules, and helping maintain an active presence across key platforms.• Maintain marketing and sales support resources, track ongoing initiatives, and assist with reporting related to engagement and campaign performance.• Help organize corporate events, industry conferences, sponsorships, and networking activities by handling logistics, communications, and execution details.• Provide administrative assistance to leadership through calendar coordination, meeting scheduling, travel planning, and related office support tasks.• Assist with general office operations, respond to correspondence and inbound inquiries, and contribute to special projects as needed.• Use business development, CRM, and AI-enabled tools to support marketing workflows, content preparation, and operational efficiency where appropriate. If you are interested in this Marketing Assistant position, please submit your resume today!
2026-08-10T16:53:40Z

DevOps Engineer

San Francisco, CA
onsite
Permanent / Full Time
180000.00 - 215000.00 USD / Yearly
We are looking for a Senior or Staff 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.
2026-08-11T07:55:06Z

Sales Admin

Millbrae, CA
remote
Temporary / Contract
24.00 - 27.00 USD / Hourly
One of our top clients in Millbrae, is seeking a highly organized and tech-savvy Administrative & AI Operations Coordinator to support daily business operations. This is an excellent opportunity for someone who enjoys wearing multiple hats, is comfortable with technology, and is excited to work with emerging AI tools in a fast-paced environment. This role combines administrative support, CRM management, research, customer outreach, and AI implementation. The ideal candidate is proactive, detail-oriented, and eager to learn new technology while helping improve operational efficiency. Key Responsibilities<ul><li>Conduct online research to support business development, marketing initiatives, and special projects.</li><li>Maintain accurate customer and prospect information by entering and updating data within the company's CRM system.</li><li>Draft and send professional emails to clients, prospects, and business partners.</li><li>Assist with the setup, testing, and ongoing maintenance of AI agents and automation tools.</li><li>Make outbound and follow-up phone calls to prospective clients and business contacts.</li><li>Create, update, and maintain Excel spreadsheets for tracking leads, projects, and business metrics.</li><li>Provide general administrative support, including organizing documents and assisting with day-to-day office operations.</li><li>Collaborate with leadership on process improvements and technology-driven initiatives.</li></ul>
2026-08-06T15:43:46Z

Financial Advisor - CFP

San Mateo, CA
onsite
Permanent / Full Time
175000.00 - 225000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Join 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 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.
2026-07-29T07:04:18Z

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 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.
2026-07-17T13:53:42Z

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>
2026-07-30T21:04:41Z

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

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.
2026-07-31T19:48:51Z

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>
2026-07-24T13:53:42Z

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!)
2026-07-15T17:04:06Z

Senior/ Staff Site Reliability Engineer (SRE)

San Francisco, CA
onsite
Permanent / Full Time
180000.00 - 210000.00 USD / Yearly
We are looking for a Senior or Staff level Site Reliability Engineer to strengthen the reliability, scalability, and operational maturity of our platform in San Francisco, California. This role will focus on improving service health, refining observability, and partnering with engineering teams to build systems that perform consistently under real-world demand. The ideal candidate brings deep production experience, a strong automation mindset, and a practical approach to incident response and continuous improvement. Responsibilities:• Establish measurable reliability standards for critical services by creating and maintaining service indicators, objectives, and error budget practices.• Take ownership of production stability by monitoring uptime, latency, and availability, and driving improvements that reduce operational risk.• Lead live incident response efforts, coordinate troubleshooting during outages, and ensure issues are resolved efficiently and thoroughly.• Run blameless post-incident reviews, document findings clearly, and track corrective actions through completion.• Design and enhance observability across logs, metrics, and distributed tracing using tools such as Datadog, CloudWatch, Grafana, OpenTelemetry, and Sentry.• Improve alert quality and dashboard design so engineering teams can quickly identify meaningful system issues without unnecessary noise.• Evaluate system behavior under load, uncover performance constraints, and recommend changes that improve scalability and resource efficiency.• Build automation and internal tooling that streamline operational work, strengthen deployment safety, and support incident management, debugging, and capacity planning.• Contribute to infrastructure and delivery workflows across AWS, Terraform, Ansible, Linux, and GitHub Actions with a focus on dependable releases and resilient systems.• Partner with security and compliance stakeholders to support operational standards, audit readiness, and the integration of monitoring into broader engineering practices
2026-08-11T07:55:06Z

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.
2026-08-11T18:49:08Z

Staff Data Platform Engineer

San Francisco, CA
remote
Permanent / Full Time
200000.00 - 250000.00 USD / Yearly
100% Remote!! We are looking for an experienced Staff Data Platform Engineer to lead the design and long-term direction of a foundational data platform in San Francisco, California. In this role, you will shape how critical operational data is modeled, governed, and accessed to support automation in a highly regulated healthcare environment. You will combine architectural leadership with hands-on engineering to build reliable, scalable systems that enable product teams to move quickly while maintaining accuracy, performance, and audit readiness. Responsibilities:• Lead the architecture and ongoing refinement of core data structures, including business entities, system events, and traceable records for automated outcomes.• Develop and maintain the platform services and storage layers that support AI-enabled workflows, ensuring data is both usable for decision-making and controlled for compliance needs.• Create approaches for organizing, versioning, and retrieving domain knowledge so the platform can expand in capability as product needs evolve.• Define stable data interfaces and platform APIs that allow engineering teams to build new functionality against dependable contracts.• Improve scalability and system resilience to support rapid growth in users, workload volume, and transaction complexity.• Partner with product and engineering leaders to set technical priorities, evaluate tradeoffs, and guide platform strategy.• Write production-quality backend code and contribute directly to implementation across the data platform stack.• Strengthen observability, testing, and data quality practices to protect integrity and support effective incident response.
2026-07-31T07:18:45Z