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8 results for Crm Developer in San Ramon, CA

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.
2026-05-22T18:04:09Z

Sr. Marketing Proposal Coordinator

Sunnyvale, CA
onsite
Permanent / Full Time
88000.00 - 99000.00 USD / Yearly
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. Responsibilities:• Manage the complete proposal development process, including planning, scheduling, content creation, editing, and final production.• Collaborate with technical staff, leadership, and the marketing team to create compelling proposals that showcase the company’s expertise and differentiators.• Organize proposal kick-off meetings, develop strategic approaches, and oversee content assignments and production timelines.• Design visually appealing and brand-compliant proposals using Adobe InDesign and other Creative Cloud tools.• Develop and refine interview presentations for client meetings, ensuring clear and impactful messaging.• Maintain a calendar of proposal deadlines, RFx opportunities, and prequalification submissions to ensure timely responses.• Create and update marketing collateral such as brochures, client-specific packages, and recruiting materials.• Coordinate and support events for clients, architects, and industry partners, including preparation of promotional materials.• Manage marketing databases, including proposal templates, project photography, and content libraries, to ensure accurate and up-to-date resources.• Support additional marketing initiatives by contributing ideas to enhance efficiency and effectiveness.
2026-05-07T18:18:43Z

Executive Business Partner

San Francisco, CA
remote
Temporary / Contract
45.00 - 45.00 USD / Hourly
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. Responsibilities:• Build and maintain trusted relationships with specialty pharmacy partners to support long-term collaboration and satisfaction.• Oversee a portfolio of business accounts, ensuring consistent communication, timely follow-up, and strong service delivery.• Create outreach plans that encourage partner engagement and contribute to referral and volume growth.• Lead onboarding activities for newly signed pharmacy partners, helping them transition smoothly into active accounts.• Organize partner meetings, coordinate engagement efforts, and support initiatives that strengthen business relationships.• Keep account records current by managing CRM updates, tracking activity, preparing reports, and documenting next steps.• Identify inefficiencies in current workflows and recommend practical improvements that enhance team operations.• Work closely with the founder and partner success leadership to support strategic priorities and day-to-day account needs.• Support partner engagement programs, including thoughtful touchpoints that help reinforce ongoing relationships.
2026-05-20T17:24:07Z

Platform Software Engineer III

San Ramon, CA
remote
Permanent / Full Time
104000.00 - 153000.00 USD / Yearly
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. What You’ll DoDesign, build, and own large-scale platform and infrastructure components supporting CI/CD, cloud-native services, and production environments.Implement and maintain solutions across the full platform stack, including infrastructure-as-code, middleware, service orchestration, and monitoring.Lead design and development of high-availability, fault-tolerant infrastructure, automation, and deployment pipelines.Refactor and improve existing platform systems to enhance scalability, performance, and maintainability.Develop testable, production-ready modules using TDD and established platform design patterns.Support and troubleshoot complex production issues, lead incident resolution, and define response playbooks.Collaborate cross-functionally to define requirements, drive improvements, and support all SDLC phases.Produce and maintain technical design documentation and operational procedures.Mentor and conduct code/design reviews for junior and mid-level engineers, including approval of deliverables.
2026-04-28T21:24:07Z

Full Stack Software Engineer III

San Ramon, CA
remote
Permanent / Full Time
102000.00 - 150000.00 USD / Yearly
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. 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. 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.
2026-04-28T21:28:48Z

Data Engineer

San Francisco, CA
remote
Temporary / Contract
40.00 - 45.00 USD / Hourly
We are looking for a Data Engineer/Analyst to join a B2B technology team in San Francisco, California. This role focuses on turning complex business questions into clear reporting, actionable metrics, and effective dashboard solutions that support multiple teams. The ideal candidate is comfortable working with large datasets, building scalable Tableau reporting, and querying data directly in Databricks. This opportunity is well suited for someone who can balance a steady flow of requests while clearly communicating insights to cross-functional stakeholders. This is a 3-6 month contract opportunity. Responsibilities:• Oversee and prioritize a continuous pipeline of analytics requests coming from different business groups to ensure timely delivery of insights.• Investigate reporting issues, resolve dashboard errors, and create new Tableau dashboards designed for long-term scalability and usability.• Convert loosely defined business needs into measurable KPIs, structured analysis, and intuitive data visualizations.• Write and refine SQL queries against the Databricks data lake to retrieve accurate data for reporting and analysis.• Prepare large datasets by extracting, transforming, merging, and summarizing information from multiple sources.• Improve query efficiency and enhance data structures to support faster, more reliable dashboard performance.• Develop reporting focused on operational metrics such as performance trends, transfer activity, and response or resolution measurements.• Design visual outputs such as trend analyses, comparison views, and region-based reporting to help stakeholders interpret results quickly.• Present dashboards to partners and explain the methodology, assumptions, and logic behind the analysis in a clear manner.
2026-05-21T20:43:45Z

Security Software Engineer

Oakland, CA
onsite
Temporary / Contract
45.00 - 50.00 USD / Hourly
About the RoleWe 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.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.Key Responsibilities<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>
2026-04-22T15:13:51Z

Systems Engineer - Azure

Pleasant Hill, CA
onsite
Temporary / Contract
65.00 - 70.00 USD / Hourly
We are looking for a skilled Systems Engineer to support, maintain, and enhance cloud and infrastructure environments, primarily in Azure. This 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. Responsibilities<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