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18 results for Senior Consultant in Walnut Creek, CA

Senior Associate Attorney
  • South San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 135000 - 215000 USD / Yearly
  • <p>Robert Half is recruiting Sr. Associate Attorney for boutique civil litigation defense law firm in So. San Francisco (hybrid commute). Our premier trial law practice client needs to hire a trial attorney (or at least good trial preparation experience) with 3-10+ years of practice, ideally in insurance defense, to manage busy case load and represent business clients and insureds. A mastery of and passion for trial advocacy, or at least good trial prep experience (drafting motions in limine and preparing for cross-examinations) are required. Effective legal research and writing and deposition experience are also key qualifications.</p><p> </p><p>This is a partnership-track opportunity at a well-established defense firm in the SF Bay. This Senior Litigator gets ample exposure to and experience in direct advocacy, arguing dispositive motions in courtroom proceedings, taking and defending depos, managing the full scope of discovery, interviewing and retaining expert witnesses, negotiating settlements, and preparing for and attending trial, arbitration, and mediations.</p><p> </p><p>Our client is offering an annual base salary of $150,000-200,000+/yr., depending on experience, discretionary annual bonus, and employment benefits (incl. full coverage medical, dental, and vision insurance plans, HRA stipend, profit sharing contributions to 401k plan, free parking, and other perks). For confidential consideration, please email resume to Jon Lucchese, VP &amp; Sr. Recruiting Manager of Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-07-07T00:00:00Z
Senior Accountant
  • Lafayette, CA
  • onsite
  • Permanent / Full Time
  • 95000 - 110000 USD / Yearly
  • <p>We are looking for an experienced Senior Accountant to join our team in Lafayette, California. In this role, you will play a key part in ensuring accurate financial reporting and maintaining the integrity of accounting records. Your expertise will contribute to the smooth execution of month-end processes and reconciliation tasks.</p><p><br></p><p>Responsibilities:</p><p>• Complete detailed account reconciliations and analyses, promptly resolving discrepancies and ensuring timely entry of all transactions.</p><p>• Maintain compliance with GAAP and understand key accounting standards such as ASC 606 and ASC 842.</p><p>• Support month‑end and year‑end close activities, including monthly reconciliation and analysis.</p><p>• Assist with annual audit preparation by creating schedules, addressing auditor requests, and coordinating with external audit teams.</p><p>• Identify and support improvements to balance sheet reconciliation processes.</p><p>• Participate in ad‑hoc projects and perform other assigned duties.</p>
  • 2026-06-26T00:00:00Z
Senior Accountant
  • San Jose, CA
  • onsite
  • Temporary / Contract
  • 52.25 - 60.5 USD / Hourly
  • We are looking for an experienced Senior Accountant to join our team in San Jose, California. In this long-term contract role, you will play a critical part in managing regulatory reporting for a banking organization, ensuring compliance with industry standards. This is an excellent opportunity to apply your expertise in financial management and accounting within the banking sector.<br><br>Responsibilities:<br>• Prepare and submit regulatory reports, including call reports and other required filings, ensuring accuracy and compliance with banking regulations.<br>• Manage the month-end close process, including reviewing journal entries and reconciling accounts.<br>• Oversee the general ledger to maintain the integrity and accuracy of financial records.<br>• Conduct financial statement audits and collaborate with auditors to provide necessary documentation and insights.<br>• Reconcile accounts and resolve discrepancies to ensure accurate financial reporting.<br>• Support asset and liability management processes to optimize the bank&#39;s financial position.<br>• Provide expertise in retail banking operations to align financial practices with organizational goals.<br>• Identify and implement improvements in accounting processes to enhance efficiency and accuracy.<br>• Ensure compliance with all applicable regulations and internal policies.<br>• Collaborate with cross-functional teams to support various financial initiatives.
  • 2026-07-08T00:00:00Z
Senior Accountant
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 45 - 50 USD / Hourly
  • <p>Our company is seeking a Contract Senior Accountant with proven expertise in Sage Intacct to support our finance team during a critical period. This highly skilled professional will play a key role in managing accounting operations, ensuring accurate financial reporting, and contributing to process improvement.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle accounting, including accounts payable/receivable, general ledger, reconciliations, and month-end close activities.</li><li>Prepare and review financial statements in accordance with GAAP.</li><li>Handle complex account analyses and balance sheet reconciliations.</li><li>Oversee and streamline processes using Sage Intacct for optimal efficiency.</li><li>Collaborate with internal and external stakeholders, including auditors and department managers.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Lead or assist with system upgrades, process documentation, and compliance initiatives.</li><li>Provide recommendations for financial process improvements. </li></ul><p><br></p>
  • 2026-07-13T00:00:00Z
Senior Accountant
  • Mountain View, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • <p>We are offering an exciting opportunity in Mountain View, California for a Senior Accountant. This role is within the industry and will involve a hybrid workplace model, providing services to a group of clients. The position will focus on Accounts Payable processing, month-end close, general ledger reconciliations, bank reconciliations, and billing, along with accounting analysis.</p><p><br></p><p>Responsibilities:</p><p>• Carry out month-end closing procedures</p><p>• Conduct general ledger reconciliations</p><p>• Perform bank reconciliations to ensure financial accuracy</p><p>• Manage AP and billing operations for clients</p><p>• Conduct detailed accounting analysis for financial clarity</p><p>• Provide services to a diverse group of clients</p><p>• Utilize Excel for various accounting tasks</p><p>• Maintain and update client records regularly.</p>
  • 2026-07-10T00:00:00Z
Senior Accountant
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>The Senior Accountant should be meticulous and reliable with a strong understanding of accounting principles. They will have a problem-solving attitude with exceptional analytical thinking capabilities, aiming to streamline our accounting functions and operations, providing accurate financial information to the organization.</p><p>If you have the necessary qualifications and are seeking an engaging and fulfilling role in accounting, we look forward to receiving your application.</p><ul><li>Oversee all the day-to-day accounting operations including accounts payable, accounts receivable, cash management, and bank reconciliations.</li><li>Manage and complete month-end close process accurately and timely.</li><li>Handle all aspects of cash applications including recording and tracking all payment transactions.</li><li>Maintain an accurate record of financial transactions by verifying, posting, and balancing entries in QuickBooks.</li><li>Process payroll, employee benefits, and related tax filings.</li><li>Prepare monthly, quarterly, and yearly financial statements and reports.</li><li>Assist with budgeting and forecasting processes.</li><li>Maintain records of business costs, such as labor and material.</li><li>Maintain complete and up-to-date filing system to support financial records.</li></ul><p><br></p>
  • 2026-07-15T00:00:00Z
Senior Accountant
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 120000 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p>Well established Real estate investment and development is seeking a strong Sr. Property Accountant to join their expanding team.</p><p><strong>Responsibilities:</strong></p><p>-Preparation of monthly reporting packages for the assigned properties </p><p>-Manage and maintain the general ledger to ensure accurate and timely financial records.</p><p>-Oversee month-end close processes, including reconciliation and preparation of financial statements.</p><p>-Cash Balance Reports, Accruals schedule, Management Fee Calculations</p><p>-Trial Balance and Flux analysis</p><p>-Monthly investor reporting: cash reporting, hotel operations financial reporting (as required)</p><p>-Quarterly investor reporting, including preparation of financial reporting templates, debt reporting templates, and Asset Management reporting.</p><p>-Monthly, quarterly, annual lender reporting, Annual audit</p><p>-Provide PBC items to auditors and assist in answering any questions</p><p>-Utilize Yardi software to track, analyze, and report financial data efficiently.</p><p>-Assist with budget planning</p>
  • 2026-07-13T00:00:00Z
Senior Tax Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 125000 USD / Yearly
  • <p><strong>Senior Tax Accountant (Onsite)</strong></p><p><br></p><p>Natalie Lue, Robert Half is recruiting a <strong>Senior Tax Accountant</strong> to join a boutique public accounting firm. This role offers the opportunity to work on a variety of accounting, financial reporting, tax compliance, and client advisory-related projects while collaborating with internal and external stakeholders.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review financial and compliance-related documentation.</li><li>Prepare and review a variety of tax returns while ensuring compliance with applicable regulations.</li><li>Assist with tax planning, projections, and other financial analyses.</li><li>Provide accounting and advisory support to a diverse client base.</li><li>Analyze financial information and provide recommendations to support business decisions.</li><li>Assist with planning, forecasting, and reporting activities.</li><li>Research and resolve accounting and regulatory matters.</li><li>Support client and stakeholder communications as needed.</li><li>Participate in financial reporting and related projects.</li><li>Review work prepared by junior team members and provide guidance as appropriate.</li><li>Maintain accurate documentation and ensure adherence to established processes and standards.</li></ul>
  • 2026-07-14T00:00:00Z
Senior Staff Accountant
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 40 - 45 USD / Hourly
  • <p>We are seeking a detail-oriented and motivated Staff Accountant to join our accounting team. This role is responsible for supporting day-to-day accounting operations, maintaining accurate financial records, assisting with month-end close, and helping ensure compliance with internal policies and accounting standards. The ideal candidate is organized, analytical, and able to work effectively in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and post journal entries and maintain general ledger accounts</li><li>Assist with month-end and year-end close processes</li><li>Reconcile bank statements, balance sheet accounts, and intercompany accounts</li><li>Support accounts payable and accounts receivable activities as needed</li><li>Prepare financial reports, schedules, and account analyses</li><li>Assist with accruals, prepaid expenses, and fixed asset accounting</li><li>Help maintain accurate and complete accounting documentation and records</li><li>Support audit requests and assist with tax and compliance reporting</li><li>Identify process improvement opportunities and support implementation efforts</li><li>Collaborate with internal departments to ensure accurate financial reporting</li></ul><p><br></p><p>If you are interested in this opportunity, please feel free to apply to this job or contact Dennis Brinkmann at 925-271-4809</p>
  • 2026-07-16T00:00:00Z
Senior Accountant | Venture Capital
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 125000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Senior Accountant- Management Company| Asset Management | San Francisco; Hybrid; *2 days Per Month</p><p> </p><p>A growing financial services organization is seeking an experienced <strong>Controller</strong> to lead accounting operations for a portfolio of management company clients within the venture capital and private equity industry. This position offers the opportunity to work closely with sophisticated investment firms while managing client relationships, accounting processes, and a team of accounting professionals.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting operations for multiple management company entities and client engagements.</li><li>Lead the onboarding of new clients, including implementation of accounting systems, workflows, and best practices.</li><li>Manage, mentor, and develop accounting staff, including senior and junior team members.</li><li>Review financial transactions, journal entries, account reconciliations, and supporting schedules for accuracy and completeness.</li><li>Oversee accounts payable, expense management, payroll processing, and related reporting activities.</li><li>Prepare and deliver monthly and quarterly financial reports to management and stakeholders.</li><li>Coordinate 1099 reporting and assist with federal, state, and local tax compliance requirements.</li><li>Support budgeting, forecasting, and financial planning initiatives.</li><li>Serve as the primary contact for client relationships, ensuring timely communication and exceptional service.</li><li>Partner with internal teams to reconcile intercompany transactions and resolve accounting discrepancies.</li><li>Respond to ad hoc financial, operational, and reporting requests from clients and leadership.</li></ul><p> </p>
  • 2026-07-11T00:00:00Z
Senior Client Service Associate
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 98000 - 131000 USD / Yearly
  • <p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You&#39;ll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
  • 2026-07-02T00:00:00Z
Senior Finance Manager
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support.<br><br>Responsibilities:<br>• Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting.<br>• Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities.<br>• Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review.<br>• Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions.<br>• Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time.<br>• Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration.<br>• Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement.<br>• Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes.<br>• Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
  • 2026-06-26T00:00:00Z
Senior Finance Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 250000 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>Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-03T00:00:00Z
Senior Client Service Associate | Wealth Managmeent
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 130000 USD / Yearly
  • <p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced <b>Client Service Associate.</b> This is an outstanding opportunity for someone who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p>You&#39;ll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
  • 2026-07-11T00:00:00Z
Senior Fund Accountant
  • San Jose, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 155000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Senior Fund Accountant| Leading Venture Capital Firm | Palo Alto; Hybrid | Amazing Compensation Package</strong></p><p> </p><p>Robert Half is partnering with a highly respected early-stage venture capital firm to identify an exceptional accounting professional to join its finance team. Based in the Peninsula, this established investment firm has spent decades partnering with visionary entrepreneurs and helping build innovative technology companies across a variety of sectors.</p><p> </p><p>This is an excellent opportunity for someone looking to build a career within venture capital while gaining exposure to fund operations, investment activity, and the full lifecycle of private investment funds in a stable, team-oriented organization.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the day-to-day accounting activities for private investment funds, including maintaining investment activity and investor capital allocations.</li><li>Support the quarterly and year-end close process, including preparing fund and management company financial statements.</li><li>Coordinate the annual audit process by preparing schedules and serving as a liaison with external auditors.</li><li>Partner closely with the investment professionals to support portfolio company valuation analyses and related accounting.</li><li>Prepare accounting for investment transactions and assist with tax-related reporting for fund investments.</li><li>Monitor fund liquidity, analyze cash requirements, and support ongoing cash management activities.</li><li>Process and reconcile capital calls, as well as cash, equity, and other investor distributions.</li><li>Respond to investor requests by providing financial information and supporting documentation.</li><li>Prepare, review, and reconcile journal entries and other accounting records to ensure accuracy.</li><li>Participate in process improvement initiatives and provide analytical support on special projects for the finance leadership team.</li></ul><p><br></p>
  • 2026-07-11T00:00:00Z
Senior Fund Accountant
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 160000 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>Senior Fund Accountant | Prosperous Venture Capital Firm | Menlo Park | Hybrid</strong></p><p> </p><p>Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team.</p><p><br></p><p>Comp includes a <strong>strong base and bonus, phantom carry participation</strong>, generous 401(k) match, <strong>unlimited PTO and 100% employer-paid medical, dental, and visio</strong>n for you and your dependents.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-02T00:00:00Z
Senior Fund Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 150000 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>Senior Fund Accountant | Leading Private Equity Firm| San Francisco | Hybrid - 2 Days Onsite | Strong Comp + Top Perks!</strong></p><p> </p><p>Join a <strong>highly respected private investment firm</strong> with a long track record of successful investing and significant committed capital. This is an exciting opportunity to support a <strong>newly launched fund platform</strong> while working alongside a <strong>high-caliber finance team</strong> known for its exceptional tenure, collaborative culture, and strong work-life balance.</p><p> </p><p>Beyond accounting, you&#39;ll have the chance to help <strong>build and improve processes</strong>, leverage <strong>automation and AI</strong>, and gain broad exposure across fund operations.</p><p> </p><p>The firm offers <strong>competitive compensation</strong>, <strong>100% healthcare coverage</strong>, <strong>retirement contributions</strong>, team meals, charitable donation matching, and a culture that genuinely invests in its people.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support accounting for a <strong>newly launched fund</strong> and related investment entities</li><li>Prepare quarterly and annual <strong>fund closes</strong> and financial statements</li><li>Assist with <strong>audits</strong> and coordinate with external auditors</li><li>Review <strong>valuations</strong>, capital calls, distributions, and investor allocations</li><li>Maintain reconciliations, journal entries, and cash activity</li><li>Prepare investor reporting and support regulatory filings</li><li>Help drive <strong>automation, AI, and process improvement initiatives</strong></li><li>Partner with senior finance leadership on cross-functional projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-11T00:00:00Z
DocuSign Consultant
  • Martinez, CA
  • onsite
  • Temporary / Contract
  • 60 - 70 USD / Hourly
  • <p>Robert Half is seeking an experienced DocuSign Consultant to support our client&#39;s Enterprise Applications team. This DocuSign Consultant will partner directly with the IT departments—to modernize and automate business processes using the DocuSign platform.</p><p><br></p><p>This is an excellent opportunity for a DocuSign Consultant who enjoys working directly with business stakeholders, gathering requirements, designing workflow solutions, and delivering end-to-end DocuSign implementations. The ideal DocuSign Consultant is both technically proficient and customer-focused, with the ability to independently manage multiple projects from discovery through production deployment. The DocuSign Consultant role is a Part Time role - about 20 hours a week and is an onsite role out of Martiniez.</p><p><br></p><p><br></p><p>Responsibilities</p><ul><li>Lead customer engagements from requirements gathering through solution delivery.</li><li>Analyze and document current-state business processes and recommend workflow improvements.</li><li>Design, configure, and implement DocuSign eSignature workflows, templates, routing, and automation.</li><li>Collaborate with business stakeholders to translate operational needs into scalable digital solutions.</li><li>Develop business requirements, process flows, technical documentation, and end-user training materials.</li><li>Support user acceptance testing (UAT), validation, and production deployments.</li><li>Migrate DocuSign solutions from sandbox to production environments.</li><li>Assist with DocuSign integrations with enterprise applications using APIs and other integration technologies.</li><li>Manage multiple concurrent projects while maintaining strong communication with business partners.</li><li>Provide post-implementation support and assist with user adoption.</li></ul><p><br></p><p><br></p>
  • 2026-07-16T00:00:00Z