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14 results for Crm Developer in San Jose, CA
- Oakland, CA
- onsite
- Temporary / Contract
- 26.00 - 28.00 USD / Hourly
- <p>We are hiring a Development Assistant to support fundraising, donor relations, and administrative functions for development initiatives. The Development Assistant will help maintain donor records, prepare fundraising materials, coordinate events, and support gift processing. The ideal candidate is organized, detail-oriented, and comfortable managing confidential information.</p><p><strong>Responsibilities</strong></p><ul><li>Maintain donor databases and gift records</li><li>Assist with fundraising campaigns and outreach</li><li>Prepare donor acknowledgments and correspondence</li><li>Coordinate development events and meetings</li><li>Process donations and generate related reports</li><li>Support leadership with administrative and project tasks</li></ul><p><br></p><p><br></p>
- 2026-05-01T18:28:49Z
- Berkeley, CA
- remote
- Permanent / Full Time
- 120000.00 - 180000.00 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Financial Advisor | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-05-07T03:13:39Z
- San Mateo, CA
- onsite
- Permanent / Full Time
- 140000.00 - 200000.00 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Mateo</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-05-07T02:13:42Z
- San Mateo, CA
- remote
- Permanent / Full Time
- 130000.00 - 200000.00 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Mateo</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-05-07T02:13:42Z
- Sunnyvale, CA
- onsite
- Permanent / Full Time
- 88000.00 - 99000.00 USD / Yearly
- <p>We are looking for an experienced and creative Sr. Marketing Proposal Coordinator to join our team in San Diego, California. In this role, you will lead the development of high-quality marketing proposals, presentations, and brand materials to support our business growth and client engagement efforts. This position requires strong project management, writing, and design skills, along with the ability to collaborate effectively with technical teams and leadership.</p><p><br></p><p>Responsibilities:</p><p>• Manage the complete proposal development process, including planning, scheduling, content creation, editing, and final production.</p><p>• Collaborate with technical staff, leadership, and the marketing team to create compelling proposals that showcase the company’s expertise and differentiators.</p><p>• Organize proposal kick-off meetings, develop strategic approaches, and oversee content assignments and production timelines.</p><p>• Design visually appealing and brand-compliant proposals using Adobe InDesign and other Creative Cloud tools.</p><p>• Develop and refine interview presentations for client meetings, ensuring clear and impactful messaging.</p><p>• Maintain a calendar of proposal deadlines, RFx opportunities, and prequalification submissions to ensure timely responses.</p><p>• Create and update marketing collateral such as brochures, client-specific packages, and recruiting materials.</p><p>• Coordinate and support events for clients, architects, and industry partners, including preparation of promotional materials.</p><p>• Manage marketing databases, including proposal templates, project photography, and content libraries, to ensure accurate and up-to-date resources.</p><p>• Support additional marketing initiatives by contributing ideas to enhance efficiency and effectiveness.</p>
- 2026-05-07T18:18:43Z
- 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!)
- 2026-05-11T16:58:43Z
- San Francisco, CA
- remote
- Temporary / Contract
- 45.00 - 45.00 USD / Hourly
- <p>We are looking for a Partner Success Manager to provide contract support to leadership while covering a leave of absence and helping sustain strong partner relationships. This Contract position centers on managing specialty pharmacy partnerships, supporting account growth, and improving day-to-day operational effectiveness. The ideal candidate brings a strong background in client-facing business support, can work with limited oversight, and is comfortable balancing relationship management with process-driven execution.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain trusted relationships with specialty pharmacy partners to support long-term collaboration and satisfaction.</p><p>• Oversee a portfolio of business accounts, ensuring consistent communication, timely follow-up, and strong service delivery.</p><p>• Create outreach plans that encourage partner engagement and contribute to referral and volume growth.</p><p>• Lead onboarding activities for newly signed pharmacy partners, helping them transition smoothly into active accounts.</p><p>• Organize partner meetings, coordinate engagement efforts, and support initiatives that strengthen business relationships.</p><p>• Keep account records current by managing CRM updates, tracking activity, preparing reports, and documenting next steps.</p><p>• Identify inefficiencies in current workflows and recommend practical improvements that enhance team operations.</p><p>• Work closely with the founder and partner success leadership to support strategic priorities and day-to-day account needs.</p><p>• Support partner engagement programs, including thoughtful touchpoints that help reinforce ongoing relationships.</p>
- 2026-05-06T20:48:43Z
- San Carlos, CA
- remote
- Permanent / Full Time
- 75000.00 - 115000.00 USD / Yearly
- <p><strong>Client Service Associate – Wealth Management</strong></p><p>📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)</p><p>💰 $75K–$115K base + discretionary bonus</p><p><br></p><p>A growing boutique wealth management firm is looking to add a <strong>Client Service Associate</strong> to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to <strong>grow long-term within a successful RIA</strong> and be part of a high-touch client service environment.</p><p><br></p><p><strong>What you’ll do:</strong></p><ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul><p><br></p>
- 2026-05-08T07:59:08Z
- San Ramon, CA
- remote
- Permanent / Full Time
- 104000.00 - 153000.00 USD / Yearly
- Robert Half is seeking a Senior Software Engineer III to join our Platform Engineering team, supporting the infrastructure, platforms, and services that power our applications and ELT/ETL processes. This is a high-impact role within a small, collaborative team, backfilling a recent retirement with an opportunity for knowledge transfer and cross-training. <br> What You’ll Do Design, build, and deploy scalable infrastructure and platform components supporting cloud-native applications Lead development of CI/CD pipelines, infrastructure-as-code (IaC), and automation frameworks Own platform systems end-to-end, ensuring reliability, scalability, and performance Troubleshoot and resolve production issues, including outages, deployment failures, and infrastructure instability Support on-call rotation (every 3 weeks), handling P1 incidents and coordinating with external vendors (e.g., Microsoft) Collaborate across engineering, application, and security teams to improve platform capabilities Mentor entry level engineers, conduct code reviews, and drive engineering best practices Contribute to system design, documentation, and continuous improvement initiatives Work Breakdown 70% project-based work (building and deploying infrastructure) 30% operations/support (maintenance, troubleshooting, production support)
- 2026-04-13T23:18:44Z
- San Ramon, CA
- remote
- Permanent / Full Time
- 104000.00 - 153000.00 USD / Yearly
- <p>Robert Half is seeking a Senior Software Engineer III to support the infrastructure, platforms, and services that power our applications and ELT/ETL pipelines. This role focuses on building and maintaining scalable, reliable, and secure platform components that enable engineering teams to deliver efficiently. Ideal candidates bring deep experience in cloud environments (AWS/Azure), infrastructure automation, CI/CD, monitoring, and platform reliability, with strong hands-on programming skills.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>Design, build, and own large-scale platform and infrastructure components supporting CI/CD, cloud-native services, and production environments.</p><p>Implement and maintain solutions across the full platform stack, including infrastructure-as-code, middleware, service orchestration, and monitoring.</p><p>Lead design and development of high-availability, fault-tolerant infrastructure, automation, and deployment pipelines.</p><p>Refactor and improve existing platform systems to enhance scalability, performance, and maintainability.</p><p>Develop testable, production-ready modules using TDD and established platform design patterns.</p><p>Support and troubleshoot complex production issues, lead incident resolution, and define response playbooks.</p><p>Collaborate cross-functionally to define requirements, drive improvements, and support all SDLC phases.</p><p>Produce and maintain technical design documentation and operational procedures.</p><p>Mentor and conduct code/design reviews for junior and mid-level engineers, including approval of deliverables.</p>
- 2026-04-28T21:24:07Z
- San Ramon, CA
- remote
- Permanent / Full Time
- 102000.00 - 150000.00 USD / Yearly
- <p>Our client is at the forefront of transforming how teams work through secure, enterprise-grade generative AI applications. They are developing and enhancing an advanced AI-powered assistant for internal use — enabling employees to harness AI safely within a protected environment. </p><p><br></p><p> The Full Stack Software Engineer III will help design, develop, and evolve the next-generation AI platform, driving innovation while ensuring scalability, security, and exceptional user experience. This role spans the full stack — from back-end integration to front-end interfaces — in close collaboration with product, design, and AI engineering teams. </p><p><br></p><p> What You’ll Do Design, develop, and enhance AI-enabled enterprise applications that boost productivity and collaboration. Build and optimize features using large language models, prompt engineering, and AI-assisted workflows. Write efficient, maintainable, and scalable code across database, middleware, and front-end layers. Develop low- to medium-complexity systems and components within larger architectures. Conduct code reviews; mentor and guide Level I and II engineers. Act as module-level design authority, ensuring adherence to architecture and security standards. Plan and execute unit testing; review and validate test plans from entry level engineers. Define and implement integration and performance testing strategies. Troubleshoot and resolve complex production issues; establish frameworks for reliability and observability. Provide advanced production support and drive continuous improvement in performance and user experience. Collaborate with AI engineers, data scientists, and product owners to deliver innovative solutions. Perform additional related duties as assigned.</p>
- 2026-04-28T21:28:48Z
- San Ramon, CA
- remote
- Permanent / Full Time
- 104000.00 - 153000.00 USD / Yearly
- We are looking for a skilled DevOps Engineer III to join our team in San Ramon, California. This role involves working with advanced technologies to optimize and maintain infrastructure, ensuring seamless integration and operation. The ideal candidate will have strong expertise in cloud platforms, automation tools, and DevOps methodologies.<br><br>Responsibilities:<br>• Build and maintain scalable infrastructure using cloud platforms such as AWS and Google Cloud.<br>• Implement and manage Adobe Experience Manager (AEM) systems and Cloudflare configurations.<br>• Develop and optimize CI/CD pipelines to streamline deployment processes.<br>• Automate workflows using Infrastructure as Code (IaC) tools like Terraform, Ansible, or CloudFormation.<br>• Create and manage scripts using Python, Bash, or PowerShell to improve operational efficiency.<br>• Collaborate with cross-functional teams to ensure alignment of DevOps practices.<br>• Integrate RESTful APIs and authentication mechanisms into automation workflows.<br>• Monitor system performance and troubleshoot issues to maintain high availability.<br>• Apply security best practices to configurations and log aggregation tools.<br>• Contribute to the implementation and optimization of marketing technology stacks and personalization platforms.
- 2026-04-08T17:04:43Z
- Oakland, CA
- onsite
- Temporary / Contract
- 45.00 - 50.00 USD / Hourly
- <p>About the Role</p><p>We are seeking a highly skilled Security Software Engineer to join a fast-moving Cloud Security team on a contract engagement. This role is ideal for a hands-on engineer who thrives in execution-focused environments and can quickly step into in-flight security initiatives to drive them to completion.</p><p>You will take ownership of partially built automation pipelines, reporting systems, and AI-assisted remediation workflows, contributing directly to improving vulnerability management and cloud security posture.</p><p>Key Responsibilities</p><ul><li>Take ownership of existing vulnerability management and cloud security automation initiatives and drive delivery within a contract engagement</li><li>Complete Wiz issue mapping automation, including API-driven correlation scripts, payload enrichment, and ticket routing across systems</li><li>Build and maintain patch reporting dashboards and metrics, including EOL tracking and kernel patching insights</li><li>Contribute to AI-driven remediation workflows, enhancing “Done For You” (D4U) agents and integrations for automated vulnerability resolution</li><li>Support migration of Rapid7 Hosted Console (including backups, credential migration, and rule cleanup)</li><li>Develop and deploy custom security tooling to detect, report, and remediate infrastructure vulnerabilities</li><li>Work within existing JIRA backlogs and documentation to ensure seamless continuation of work</li><li>Participate in on-call rotation and function as a Security SRE for vulnerability management tickets</li><li>Collaborate cross-functionally and maintain clear technical documentation, including TDDs and status updates</li></ul><p><br></p>
- 2026-04-22T15:13:51Z
- Pleasant Hill, CA
- onsite
- Temporary / Contract
- 65.00 - 70.00 USD / Hourly
- <p>We are looking for a skilled Systems Engineer to support, maintain, and enhance cloud and infrastructure environments, primarily in Azure. This<strong> </strong>Systems Engineer will support and enhance a modern IT environment with a strong focus on Microsoft Azure. This Systems Engineer role will work closely with internal IT and project teams to support ongoing initiatives and day‑to‑day operations. This Systems Engineer role is an onsite position out of Pleasant Hill, Ca. This Systems Engineer Opportunity is project based for 6-9 months. </p><p><br></p><p>Responsibilities</p><ul><li>Support, maintain, and enhance cloud and infrastructure environments, primarily in Azure</li><li>Participate in project‑based work as well as operational support activities</li><li>Collaborate with application, security, and network teams on deployments and troubleshooting</li><li>Monitor system performance, availability, and reliability</li><li>Assist with cloud migrations, upgrades, or environment optimization as needed</li><li>Document configurations, processes, and best practices</li><li>Follow change management, security, and compliance standards</li></ul>
- 2026-05-07T19:18:42Z