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    256 results for Customer Success Manager

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    We are in search of a Customer Success Manager to be part of our team, based in New York. You'll be expected to ensure our customers fully benefit from our product, which in turn leads to strong adoption, satisfaction, and long-term retention. This role will involve direct partnerships with customer leadership, identifying opportunities for expansion, and maintaining strong relationships to prevent customer churn.

    Responsibilities:

    • Engage in strategic partnerships with customer leadership, aligning our solutions with their business objectives.
    • Drive customer success by ensuring maximum value is derived from our product, leading to strong adoption and long-term retention.
    • Identify growth and expansion opportunities by understanding customer needs and aligning them with our offerings.
    • Actively engage customers to drive renewals and mitigate churn by maintaining strong relationships.
    • Build and maintain relationships with key decision-makers and executives to strengthen long-term partnerships.
    • Act as a customer advocate within the company, collaborating cross-functionally with sales, product, and support teams to ensure a seamless experience.
    • Monitor customer usage data, feedback, and market trends to drive strategic initiatives that enhance customer success.
    • Utilize your skills in key account management, product management, and stakeholder engagement to influence decision-makers and drive strategic initiatives within customer organizations.
    • Minimum of 5 years of detail-oriented experience in a similar role
    • Proficiency in key account management
    • Demonstrated ability in account management
    • Experience in product management is required
    • Strong stakeholder engagement skills
    • Proven experience in stakeholder management

    Technology Doesn't Change the World, People Do.®

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

    256 results for Customer Success Manager

    Customer Success Manager We are in search of a Customer Success Manager to be part of our team, based in New York. You'll be expected to ensure our customers fully benefit from our product, which in turn leads to strong adoption, satisfaction, and long-term retention. This role will involve direct partnerships with customer leadership, identifying opportunities for expansion, and maintaining strong relationships to prevent customer churn. <br><br>Responsibilities:<br><br>• Engage in strategic partnerships with customer leadership, aligning our solutions with their business objectives.<br>• Drive customer success by ensuring maximum value is derived from our product, leading to strong adoption and long-term retention.<br>• Identify growth and expansion opportunities by understanding customer needs and aligning them with our offerings.<br>• Actively engage customers to drive renewals and mitigate churn by maintaining strong relationships.<br>• Build and maintain relationships with key decision-makers and executives to strengthen long-term partnerships.<br>• Act as a customer advocate within the company, collaborating cross-functionally with sales, product, and support teams to ensure a seamless experience.<br>• Monitor customer usage data, feedback, and market trends to drive strategic initiatives that enhance customer success.<br>• Utilize your skills in key account management, product management, and stakeholder engagement to influence decision-makers and drive strategic initiatives within customer organizations. Customer Success Technical Associate <p>Our client in Export PA is hiring a Customer Success Technical Associate for at least a 6-month contract. This position is fully on-site M-F 8AM-5PM. The pay is based off experience: $21-$26 an hour. The client requires an associate's degree in engineering, business or marketing. </p><p><br></p><p><strong>Main responsibilities include: </strong></p><p>Provides basic technical expertise and advice to customers to determine appropriate product or aftermarket service to purchase for the customer’s application. </p><p>Provides basic troubleshooting expertise for customers looking for repair and technical assistance</p><p>Prepares customer quotations for standard and custom products or aftermarket services.</p><p>Provides support to the Territory Account Manager for quotations and customer follow up.</p><p>Interacts with Sales Management, Product Support, Service and SCM to furnish pricing and delivery on standard and engineered to order products on customer accounts.</p><p>Monitor and classify Opportunities over $1K from reseller accounts</p><p>Obtain End Use customer information to comply with U.S. Commerce export regulations.</p><p>Other Duties as assigned</p> Customer Success <p>Customer Success Representative</p><p><br></p><p><br></p><p>Ready to make an impact by delivering top-tier customer support and white-glove service? We’re looking to add <strong>Customer Success Representatives to our team</strong> to assist in a large-scale customer success project focused on enhancing customer registration processes. If you have a passion for helping customers, a knack for problem-solving, and experience working with CRMs like Salesforce, this could be the perfect role for you!</p><p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong> </strong></p><ul><li>Act as a customer advocate by assisting individuals with signing up for different programs within the organization.</li></ul><p><br></p><ul><li>Conduct <strong>outbound calls</strong> and follow up via email or the CRM chat system to guide customers through the registration process.</li></ul><p><br></p><ul><li>Evaluate customer-submitted templates for accuracy, provide guidance to correct errors if needed, and input the data into <strong>Salesforce</strong>.</li></ul><p><br></p><ul><li>Identify and escalate account-specific needs to the appropriate team when additional support is required.</li></ul><p><br></p><ul><li>Seamlessly redirect customers with open support tickets or additional inquiries to the correct teams for resolution.</li></ul> Accounting Manager/Supervisor <p>We are seeking a detail-oriented and experienced <strong>Manager of Revenue/Billing and Accounting</strong> to lead our revenue operations and accounting processes. In this role, you will oversee billing, revenue recognition, and financial reporting for our SaaS business. You will work cross-functionally with teams including Sales, Customer Success, and Product to ensure efficient and accurate financial operations, compliance with accounting standards, and adherence to SaaS metrics best practices.</p><p><strong>Key Responsibilities</strong></p><p><strong>Revenue Management & Billing</strong></p><ul><li>Manage the full cycle of billing operations, including subscription invoicing, payment processing, and customer account management.</li><li>Ensure accurate revenue recognition in compliance with ASC 606 and other applicable accounting standards.</li><li>Develop and optimize processes for subscription revenue, upgrades, downgrades, and cancellations.</li><li>Monitor deferred revenue schedules and ensure timely revenue reporting.</li><li>Partner with the Product and Engineering teams to ensure seamless integration between billing systems and the general ledger.</li></ul><p><strong>Accounting & Financial Reporting</strong></p><ul><li>Oversee month-end close processes related to revenue, billing, and accounts receivable.</li><li>Reconcile revenue and accounts receivable accounts and prepare monthly journal entries.</li><li>Prepare and present accurate revenue and billing reports to senior leadership.</li><li>Assist in preparing financial statements and audit schedules.</li><li>Ensure compliance with relevant accounting regulations and internal controls.</li></ul><p><strong>Team Leadership & Collaboration</strong></p><ul><li>Manage and mentor a team of billing and accounting specialists.</li><li>Collaborate with the Sales, Customer Success, and Legal teams to support contract review and non-standard billing scenarios.</li><li>Work with FP& A to forecast revenue and support budgeting processes.</li><li>Serve as the finance lead for billing system implementation and process improvement projects.</li></ul><p><strong>Compliance & Process Improvement</strong></p><ul><li>Ensure compliance with tax regulations, including sales and use tax, for SaaS subscription billing.</li><li>Identify and implement opportunities to streamline revenue and billing workflows, leveraging automation where possible.</li><li>Stay current on industry trends and best practices for SaaS accounting and revenue management.</li></ul><p>This role is located in Denver, Colorado and requires the person to be in the office a few days a week. </p><p><br></p> Customer Service Represenative We are offering a permanent employment opportunity for a motivated Customer Service Representative in BURR RIDGE, Illinois. As a Customer Service Representative, you will be at the forefront of customer interaction, ensuring smooth communication and logistics coordination for our clients within the renewable energy industry. <br><br>Responsibilities<br>• Handle inbound customer inquiries via phone and email, addressing order requests, quotations, and delivery logistics.<br>• Collaborate with FedEx, UPS, SWA Cargo, and other vendors to secure shipping cost estimates, track deliveries, and troubleshoot issues.<br>• Promptly and accurately address customer concerns to maintain high customer satisfaction.<br>• Manage the process of order processing, documenting inventory availability, and ensuring efficient delivery of equipment to customers.<br>• Maintain a high standard for verbal and written communication with clients.<br>• Utilize NetSuite or other large ERP systems for efficient customer management.<br>• Leverage your technical aptitude to adapt quickly to new systems and processes.<br>• Utilize your skills in account management to build and maintain customer relationships.<br>• Coordinate logistics to ensure smooth delivery of services.<br>• Manage vendor relationships to ensure seamless service delivery.<br>• Oversee equipment inventory to ensure availability and efficient allocation.<br>• Conduct inventory analysis to identify trends and make recommendations.<br>• Provide cost estimates to support budgeting and pricing decisions. Marketing Manager We are offering a long term contract employment opportunity for a Marketing Manager to work anywhere in the United States. This role involves managing customer advocacy projects and executing marketing initiatives that leverage satisfied customers. The successful candidate will collaborate with cross-functional teams, develop case studies, recruit new advocates, and manage our reference program. This position is 100% remote and can work any time zone hours.<br><br>Responsibilities:<br><br>• Developing compelling case studies that highlight the success stories of our customers, managing the entire case study creation process from ideation to publication.<br>• Collaborating closely with Sales, Product Marketing, Content Marketing, Customer Success, and other departments to align customer advocacy initiatives with overall marketing and business goals.<br>• Actively engaging with satisfied customers to secure participation in our advocates program and identifying customers who are willing to participate in advocacy activities, including webinars, speaking engagements, content collaboration, product feedback programs, testimonials, and references.<br>• Managing the evolution of our customer reference program in close collaboration with our Sales team, identifying and nurturing customer relationships to create a pool of references available for sales and marketing activities.<br>• Monitoring and reporting performance tracking, ensuring the effectiveness of marketing activities and optimization of customer advocacy projects.<br>• Managing workload efficiently, handling multiple requests around a range of projects independently.<br>• Utilizing technical skills, particularly in Salesforce, Excel and PowerPoint, to pull reports and move projects forward. Solutions Architect We are in search of a Solutions Architect to join our team situated in New York, New York, 10001, United States. The role is centered around providing technical support to the Customer Success Manager to ensure successful client engagements. The Solutions Architect will be instrumental in the end-to-end implementation process, from project planning to deployment. <br><br>Responsibilities:<br>• Serve as a technical ally for the Customer Success Manager to ensure the success of client engagements<br>• Spearhead the implementation process from the planning phase to deployment<br>• Engage with various stakeholders to comprehend business requirements and convert these into technical solutions<br>• Provide essential technical guidance, troubleshoot arising issues, and boost performance<br>• Contribute to product development by working hands-on in the codebase and adjusting infrastructure as needed<br>• Collaborate with engineering, product, and customer success teams to deliver top-tier solutions<br>• Translate business needs into technical implementations effectively<br>• Employ IT project management and software engineering skills to manage and execute projects<br>• Utilize ITIL - IT Infrastructure Library methodologies to manage IT service delivery<br>• Engage and manage stakeholders effectively to align their needs and expectations with the company's goals and objectives. Account Manager <p>Are you a results-driven professional with exceptional relationship-building skills? Do you enjoy working closely with clients to meet their needs while identifying opportunities for growth? We are seeking an <strong>Account Manager</strong> to join our team in the <strong>Twin Cities, MN</strong>! This is a <strong>fully on-site role</strong>, providing the opportunity to work face-to-face with clients and colleagues in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for a portfolio of clients, ensuring their needs are met and fostering strong, lasting relationships.</li><li>Manage and coordinate client account activities, including onboarding, project updates, and ongoing support.</li><li>Understand client goals and proactively identify opportunities to add value or expand service offerings.</li><li>Communicate regularly with clients to address concerns, provide updates, and ensure satisfaction.</li><li>Collaborate with internal teams to ensure seamless delivery of products or services according to client expectations.</li><li>Monitor performance metrics, track account status, and prepare reports on client success and engagement.</li><li>Ensure all client interactions comply with company standards and maintain a high level of professionalism.</li><li>Support business development efforts by identifying new leads, participating in meetings, and contributing to strategic initiatives.</li></ul> Digital Marketing Operations Manager <p>Robert Half Marketing & Creative is looking for a Digital Marketing Operations Manager for one of our clients in Charlotte, NC! <strong>This position is a 100% remote ongoing freelance opportunity!</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><br></p><p>• Lead the development and optimization of our marketing operations strategy, ensuring flawless execution across multiple platforms like email, SMS, digital, and voice/inside sales.</p><p>• Utilize HubSpot extensively for marketing automation, lead management, and reporting tasks.</p><p>• Drive the mapping and refining process of the customer journey, identifying crucial touchpoints to boost engagement and conversion rates.</p><p>• Design, implement, and analyze omnichannel marketing campaigns that align with our business objectives.</p><p>• Work closely with sales, product, and customer success teams to drive alignment and enhance lead nurturing strategies.</p><p>• Measure and report on key marketing metrics, providing insights and making recommendations for continuous improvement.</p><p>• Maintain data integrity and ensure compliance with marketing best practices and regulations.</p><p>• Leverage your expertise in Bing, Content Management System (CMS), CRM, Facebook Insights, Google Ad, Advertisements, Analytics, Blogging, Brand Awareness, Campaign Planning, HubSpot, Omnichannel marketing, Digital Marketing, Integrated Marketing Campaigns, Marketing Campaign, Online Marketing Campaigns, Customer journey, Customer Journey Mapping, and Email Marketing to drive successful marketing operations.</p> IT Project Manager <p>Robert Half is seeking an IT Project Manager.</p><p>This role will be remote with as needed client site travel required throughout North Carolina and South Carolina.</p><p><br></p><p>The Project Manager is responsible for the oversight of IT infrastructure projects and ensuring client success against business outcomes.</p><p><br></p><p>ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:</p><p>• Responsible for implementing PMI best practices as applicable to the core business.</p><p>• PM delivery of professional services to our clients.</p><p>• Assume primary responsibility for coordination and communication on all assigned projects including development and monitoring of project plans, work schedules, status reports, and other deliverables.</p><p>• Working collaboratively with clients, vendors, and engineering teams to define and execute IT projects on time and within budget.</p><p>• Identify, track, and resolve issues and risks associated with projects or programs managed.</p><p>• Maintain appropriate professional designations and up-to-date knowledge of current business core applications and project management tools.</p><p>• Provide assistance with project management activities including gathering information from users and a variety of other sources, contributing to the entire project lifecycle, and updating all project management documentation.</p><p>• Review of client RFP’s, requirements compiling all project artifacts and deliverables, coordinating all equipment and services for deployment, and ensuring full project SLA compliance.</p><p>• Be the client’s trusted advocate:</p><p>o Act as the client advocate by building trust and transparency with Clients, ultimately becoming the clients trusted advisor.</p><p>• Maintain client satisfaction and build client loyalty:</p><p>o Demonstrate excellent client services by acting as an escalation resource, understanding client problems, collecting client feedback, and acting upon it.</p><p>o Demonstrating problem-solving capabilities as it relates to satisfaction, remaining respectful and understanding during escalations, and coordinating with internal teams to ensure customer success.</p><p>Other duties as needed</p><p><br></p> Director of Marketing <p>Our Austin based client is seeking an experienced and dynamic Director of Marketing to lead their marketing department and drive strategic initiatives to enhance brand visibility, market presence, and customer engagement. The ideal candidate will have a strong background in marketing strategy, digital and traditional marketing channels, team leadership, and data-driven decision-making. This role is pivotal in shaping the direction of the company’s marketing efforts and achieving business growth objectives.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Develop and implement a comprehensive marketing strategy that aligns with company goals and objectives.</li><li>Collaborate with cross-functional teams (sales, product, customer success, etc.) to ensure marketing strategies are integrated across all departments.</li><li>Oversee the development and execution of brand strategy, ensuring consistency and relevance across all marketing channels.</li><li>Drive growth through integrated digital marketing initiatives including SEO/SEM, email marketing, social media, content marketing, and paid media.</li><li>Oversee traditional marketing efforts such as print, events, sponsorships, and public relations to build brand awareness and customer loyalty.</li><li>Provide regular performance reports and insights to the executive team to inform business decisions.</li><li>Develop and manage the marketing budget, ensuring effective allocation of resources to maximize impact.</li><li>Identify new growth opportunities, both in existing markets and new customer segments.</li></ul> Director of Marketing <p>Our Austin based client is seeking an experienced and dynamic Director of Marketing to lead their marketing department and drive strategic initiatives to enhance brand visibility, market presence, and customer engagement. The ideal candidate will have a strong background in marketing strategy, digital and traditional marketing channels, team leadership, and data-driven decision-making. This role is pivotal in shaping the direction of the company’s marketing efforts and achieving business growth objectives.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Develop and implement a comprehensive marketing strategy that aligns with company goals and objectives.</li><li>Collaborate with cross-functional teams (sales, product, customer success, etc.) to ensure marketing strategies are integrated across all departments.</li><li>Oversee the development and execution of brand strategy, ensuring consistency and relevance across all marketing channels.</li><li>Drive growth through integrated digital marketing initiatives including SEO/SEM, email marketing, social media, content marketing, and paid media.</li><li>Oversee traditional marketing efforts such as print, events, sponsorships, and public relations to build brand awareness and customer loyalty.</li><li>Provide regular performance reports and insights to the executive team to inform business decisions.</li><li>Develop and manage the marketing budget, ensuring effective allocation of resources to maximize impact.</li><li>Identify new growth opportunities, both in existing markets and new customer segments.</li></ul><p><br></p> Director of Marketing <p>Our Austin based client is seeking an experienced and dynamic Director of Marketing to lead their marketing department and drive strategic initiatives to enhance brand visibility, market presence, and customer engagement. The ideal candidate will have a strong background in marketing strategy, digital and traditional marketing channels, team leadership, and data-driven decision-making. This role is pivotal in shaping the direction of the company’s marketing efforts and achieving business growth objectives.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Develop and implement a comprehensive marketing strategy that aligns with company goals and objectives.</li><li>Collaborate with cross-functional teams (sales, product, customer success, etc.) to ensure marketing strategies are integrated across all departments.</li><li>Oversee the development and execution of brand strategy, ensuring consistency and relevance across all marketing channels.</li><li>Drive growth through integrated digital marketing initiatives including SEO/SEM, email marketing, social media, content marketing, and paid media.</li><li>Oversee traditional marketing efforts such as print, events, sponsorships, and public relations to build brand awareness and customer loyalty.</li><li>Provide regular performance reports and insights to the executive team to inform business decisions.</li><li>Develop and manage the marketing budget, ensuring effective allocation of resources to maximize impact.</li><li>Identify new growth opportunities, both in existing markets and new customer segments.</li></ul><p><br></p> Customer Service Representative <p>We are seeking a Customer Support Specialist to join our client's team in the Chemicals Manufacturing industry. As a Customer Support Specialist, you will be the primary contact for customer inquiries and will be expected to maintain a high level of customer satisfaction and service. This role offers a contract to permanent employment opportunity and involves handling various tasks related to customer service and account management.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Provide excellent customer service by responding to and resolving customer inquiries in a timely and detail oriented manner.</p><p><br></p><p>• Engage in full-service client transactions in accordance with company standards, policies, and procedures.</p><p><br></p><p>• Utilize advanced Microsoft Office skills and multiple computer systems and applications to find information and resolve issues.</p><p><br></p><p>• Manage customer accounts, including handling cash and other daily transactions.</p><p><br></p><p>• Process complex transactions and conduct extensive research to address complex customer inquiries.</p><p><br></p><p>• Listen attentively to customer cues to actively solve problems with grace and integrity.</p><p><br></p><p>• Use Cloud Technologies, CRM, and Database tools to maintain accurate customer records and ensure customer satisfaction.</p><p><br></p><p>• Interact effectively with internal and external partners and clients/customers.</p><p><br></p><p>• Leverage skills in Microsoft Excel and other tools to perform duties efficiently.</p><p><br></p><p>• Contribute to the success of the team by improving and delivering personalized service based on individual customer needs.</p> Director of Marketing <p>Our Austin based client is seeking an experienced and dynamic Director of Marketing to lead their marketing department and drive strategic initiatives to enhance brand visibility, market presence, and customer engagement. The ideal candidate will have a strong background in marketing strategy, digital and traditional marketing channels, team leadership, and data-driven decision-making. This role is pivotal in shaping the direction of the company’s marketing efforts and achieving business growth objectives.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Develop and implement a comprehensive marketing strategy that aligns with company goals and objectives.</li><li>Collaborate with cross-functional teams (sales, product, customer success, etc.) to ensure marketing strategies are integrated across all departments.</li><li>Oversee the development and execution of brand strategy, ensuring consistency and relevance across all marketing channels.</li><li>Drive growth through integrated digital marketing initiatives including SEO/SEM, email marketing, social media, content marketing, and paid media.</li><li>Oversee traditional marketing efforts such as print, events, sponsorships, and public relations to build brand awareness and customer loyalty.</li><li>Provide regular performance reports and insights to the executive team to inform business decisions.</li><li>Develop and manage the marketing budget, ensuring effective allocation of resources to maximize impact.</li><li>Identify new growth opportunities, both in existing markets and new customer segments.</li></ul><p><br></p> Administrative Assistant <p>We are in the search for an administrative assistant to join our property management team located in Santa Barbara, California. As an administrative assistant, your main role will be attending to customer needs, processing applications, and managing customer accounts. This offers a contract to permanent employment opportunity.</p><p><br></p><p>Responsibilities:</p><ul><li>Address tenant questions related to available units, leasing processes, general office inquiries, move-out guidelines, and resident ledger concerns.</li><li>Provide prompt and effective assistance to walk-in customers seeking help or raising concerns.</li><li>Confirm rental history and employment details as part of the rental application evaluation process.</li><li>Notify rental applicants about their application status, whether approved or denied.</li><li>Draft rental agreements and prepare any required addendums.</li><li>Coordinate lease signings and facilitate smooth resident move-ins.</li><li>Manage and oversee lease transfers, assignments, and subleasing arrangements.</li><li>Administer parking rentals and agreements.</li><li>Make post-move-in follow-up calls to new residents to ensure satisfaction.</li><li>Participate actively in team meetings held on a weekly basis.</li><li>Maintain a tidy, professional workspace and welcoming lobby area.</li><li>Interpret and apply company policies appropriately across various scenarios.</li><li>Work collaboratively and efficiently within a team environment.</li></ul><p><br></p> Relationship Manager <p><strong>Job Description: Financial Advisor</strong></p><p><strong>Summary:</strong></p><p>The primary responsibility of the Financial Advisor is to enhance the quality and timeliness of services provided to clients. This includes managing client relationships independently or with guidance from more experienced advisors. The role involves formulating and implementing financial advice while utilizing team members and strategic partners to develop recommendations.</p><p><br></p><p><strong>Essential Duties and Responsibilities:</strong></p><p>To successfully perform in this role, the Financial Advisor must execute the essential duties efficiently and accurately. Duties may evolve as needed by management. Key responsibilities include, but are not limited to:</p><p><strong>Trading and Monitoring Transactions:</strong></p><ul><li>Execute trades on a discretionary basis through institutional platforms.</li><li>Provide backup trading support as required.</li><li>Initiate money movements based on client requests and trade requirements.</li><li>Maintain clean trading compliance and ensure workflow documentation meets regulatory and compliance standards.</li><li>Execute trades and rebalancing in non-discretionary accounts, including variable annuities and education savings plans.</li></ul><p><strong>Client Service and Communications:</strong></p><ul><li>Conduct financial reviews with clients through virtual, phone, or in-person meetings.</li><li>Address client investment and market-related questions while staying aligned with internal investment philosophies and strategies.</li><li>Provide target allocations for externally held retirement plans such as 401(k) and 403(b) accounts.</li><li>Prepare performance reports for annual client review meetings.</li><li>Support and learn methods for creating client financial projections.</li><li>Monitor capital gains/losses and contribute to tax-efficient planning strategies.</li><li>Assist with year-end tax planning activities.</li><li>Stay current on advanced topics such as tax, retirement planning, insurance, and estate planning techniques.</li><li>Implement planning strategies discussed during client review meetings.</li></ul><p> <strong>Operational Support:</strong></p><ul><li>Suggest new ideas or process improvements to enhance team operations.</li><li>Learn business processes and compliance systems, providing backup support as necessary.</li><li>Update client information, including contact details and life changes, in CRM systems and platforms (e.g., Salesforce, eMoney).</li></ul><p><strong>Additional Responsibilities:</strong></p><ul><li>Adhere to company policies as outlined in the Employee Handbook.</li><li>Utilize PCs, the Internet, email, and Microsoft Office applications daily.</li><li>Maintain flexibility in working effectively from both the office location and remote environments.</li></ul><p>This role provides an opportunity to contribute to client success while growing knowledge in financial planning, taxation, and investment management. Flexibility, teamwork, and attention to detail are key to excelling in this position.</p> Recruiter & Client Solutions Manager <p>Are you passionate about connecting exceptional talent with unparalleled opportunities? Do you thrive in a dynamic and collaborative environment where no two days are alike? If so, we invite you to apply for the critical role of Recruiting and Client Solutions Manager within our Houston Marketing & Creative team.</p><p>In this hybrid position, you'll bridge relationships between our top-tier clients and outstanding creative professionals, ensuring seamless talent solutions that drive business success. This role is ideal for someone who combines a consultative mindset with a knack for fostering strong, productive relationships.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with clients to understand their hiring needs and provide customized creative staffing solutions.</li><li>Source, recruit, and place high-caliber marketing, advertising, and creative professionals, ensuring an exceptional match between client needs and candidate skill sets.</li><li>Build and maintain a strong network of creative talent through proactive sourcing methods, including referral-generation, networking events, and industry research.</li><li>Deliver timely, innovative, and strategic solutions to meet urgent client demands while maintaining a high-touch, consultative approach.</li><li>Collaborate with teammates across the Houston office and beyond to drive revenue growth, strategic client partnerships, and best-in-class candidate experiences.</li><li>Stay up to date on market trends, industry developments, and competitive intelligence to offer consultative insight to clients and candidates alike.</li><li>Act as a brand ambassador for Robert Half, upholding our commitment to ethical staffing solutions and maintaining our reputation for excellence.</li></ul><p><br></p> Salesforce Developer <p>We are seeking a highly skilled Salesforce Developer/Administrator with expertise in Salesforce Service Cloud, Salesforce Financial Services Cloud, and Salesforce Marketing Cloud to join our team. The ideal candidate will have strong experience in the banking or credit union domain, focusing on implementing end-to-end Salesforce solutions that enhance customer engagement, improve operational efficiency, and meet specific industry requirements. This role will involve gathering business requirements, designing and deploying Salesforce solutions, and supporting cross-functional teams to drive customer success.</p><p><br></p><ul><li>Design, develop, and maintain custom Salesforce applications using Apex, Lightning Web Components, Visualforce pages, and integrate with external systems.</li><li>Implement and configure Salesforce Marketing Cloud features such as Journey Builder, Email Studio, Audience Segmentation, and Automation Studio to deliver personalized marketing campaigns.</li><li>Implement Salesforce Service Cloud solutions, including case management, service console, knowledge base, and omnichannel support, to optimize customer service workflows.</li><li>Configure and implement Salesforce Financial Services Cloud for client relationship management, financial planning, and account management to meet the unique needs of financial institutions.</li><li>Develop custom APIs and integrations with third-party platforms, such as banking applications, data warehouses, and marketing tool</li></ul> Legal Client Solutions Manager - Business Development <p>Robert Half is seeking a Legal Client Solutions Manager focused on Business Development to join our award-winning Legal Recruiting team in Los Angeles!</p><p><br></p><p>For over 75 years we have provided candidates with gainful employment opportunities and companies the contract, consulting and direct-hire talent they need to grow their business. Our business is stable, the future is bright, and we’re excited you’re considering a career with us!</p><p><br></p><p>How you will contribute as our Legal Client Solutions Manager:</p><ul><li>Use proven legal and/or recruiting background to develop and grow a client base by marketing our suite of services for contract, project based, and consulting legal talent.</li><li>Represent our clients as an external ambassador – promoting their company, culture, and active recruitments (i.e., “sell their story”).</li><li>Actively market recruited talent with in-demand skillsets to existing and prospective clientele.</li><li>Conduct virtual and in-person meetings with key hiring managers to senior-level executives, for the purpose of understanding our clients’ hiring needs and positioning them to attract and retain top talent.</li><li>Leverage networking groups, alumni associations, social media, and technology tools to identify active/passive job seekers and prospective clients.</li><li>Provide the highest quality customer service to both clients and candidates.</li></ul><p><br></p><p>You should apply if:</p><ul><li>You have previous experience working in the legal industry, a staffing agency or a sales’ position with competitive KPI's.</li><li>Competitive and motivated by earning unlimited commission.</li><li>Are driven and work well self-directed.</li><li>Bachelor’s degree.</li><li>Able to come on-site three days a week in Westwood</li></ul><p><br></p><p>What awaits you:</p><ul><li>Hybrid remote work options</li><li>Attractive compensation and lucrative bonus potential</li><li>Potential in-country and worldwide career mobility</li><li>Individual and team rewards and recognition (global recognition opportunities)</li><li>Investment in AI and other technology to enable your success</li><li>Modern benefits, including parent-resources and voluntary benefits like pet insurance for pet-parents</li></ul><p><br></p><p>We want to fuel your career as a Client Solutions Manager. It’s an incredible time to consider a career in legal staffing! Apply today!</p> Legal Client Solutions Manager - Business Development <p>Robert Half is seeking a Legal Client Solutions Manager focused on Business Development to join our award-winning Legal Recruiting team in Los Angeles!</p><p><br></p><p>For over 75 years we have provided candidates with gainful employment opportunities and companies the contract, consulting and direct-hire talent they need to grow their business. Our business is stable, the future is bright, and we’re excited you’re considering a career with us!</p><p><br></p><p>How you will contribute as our Legal Client Solutions Manager:</p><ul><li>Use proven legal and/or recruiting background to develop and grow a client base by marketing our suite of services for contract, project based, and consulting legal talent.</li><li>Represent our clients as an external ambassador – promoting their company, culture, and active recruitments (i.e., “sell their story”).</li><li>Actively market recruited talent with in-demand skillsets to existing and prospective clientele.</li><li>Conduct virtual and in-person meetings with key hiring managers to senior-level executives, for the purpose of understanding our clients’ hiring needs and positioning them to attract and retain top talent.</li><li>Leverage networking groups, alumni associations, social media, and technology tools to identify active/passive job seekers and prospective clients.</li><li>Provide the highest quality customer service to both clients and candidates.</li></ul><p><br></p><p>You should apply if:</p><ul><li>You have previous experience working in the legal industry, a staffing agency or a sales’ position with competitive KPI's.</li><li>Competitive and motivated by earning unlimited commission.</li><li>Are driven and work well self-directed.</li><li>Bachelor’s degree.</li><li>Able to come on-site three days a week in Westwood</li></ul><p><br></p><p>What awaits you:</p><ul><li>Hybrid remote work options</li><li>Attractive compensation and lucrative bonus potential</li><li>Potential in-country and worldwide career mobility</li><li>Individual and team rewards and recognition (global recognition opportunities)</li><li>Investment in AI and other technology to enable your success</li><li>Modern benefits, including parent-resources and voluntary benefits like pet insurance for pet-parents</li></ul><p><br></p><p>We want to fuel your career as a Client Solutions Manager. It’s an incredible time to consider a career in legal staffing! Apply today!</p> Director, Product Management <ul><li>Develop and execute a clear product vision and strategy for the company’s SaaS offerings, aligning product initiatives with business goals and customer needs.</li><li>Lead, mentor, and manage a team of Product Managers and Product Owners, fostering collaboration across engineering, UX, marketing, sales, and customer success teams to deliver high-quality products.</li><li>Drive Agile practices within product development teams, managing backlogs, sprints, and iterative product releases while balancing feature development with technical debt management.</li><li>Serve as the primary liaison between product teams and key stakeholders, ensuring clear communication of progress, risks, and alignment with business priorities.</li><li>Gather input and feedback from customers, sales, and other stakeholders to continuously improve products and ensure a customer-centric approach.</li><li>Present product updates, performance metrics, and strategic recommendations to executive leadership, ensuring alignment with business goals.</li><li>Leverage data analytics and customer feedback to inform product decisions, track key product metrics, and measure product success.</li><li>Use insights to optimize product performance, prioritize features, and enhance the user experience.</li></ul> Product Manager <p>Robert Half Marketing & Creative is looking for a Product Manager for one of our clients in Charlotte, NC! </p><p><br></p><p><strong>Job Summary:</strong></p><p> We are seeking a skilled and hands-on Product Manager to lead and manage product development. The ideal candidate will have practical experience in managing and leading their own projects, along with the ability to effectively communicate with different audiences and leverage technical skills, particularly in managing community-driven platforms. This role requires someone with a deep understanding of customer needs and the technical proficiency to manage discussions and forums, specifically utilizing platforms like Discourse.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Lead Product Initiatives:</strong> Manage end-to-end product development, leading projects independently from ideation through delivery. Take ownership of product roadmaps and collaborate with cross-functional teams to drive product success.</li><li><strong>Stakeholder Communication:</strong> Tailor communication strategies based on the audience, ensuring technical and non-technical stakeholders are aligned and informed throughout the product development cycle.</li><li><strong>Community & Platform Management:</strong> Oversee product integration with community platforms, such as Discourse, to build and manage online forums and discussions that enhance customer engagement and user feedback.</li><li><strong>Customer-Focused Product Development:</strong> Conduct research and gather feedback through community engagement to drive product decisions that directly address user needs and improve user experiences.</li><li><strong>Prioritize & Optimize Features:</strong> Prioritize product features and enhancements, focusing on community-driven insights and business goals to create value for users and the organization.</li><li><strong>Agile Development Management:</strong> Use agile methodologies to guide product iterations, track milestones, and ensure timely product delivery.</li></ul><p><br></p> IT Sales Business Development Manager Position: IT Sales Business Development Manager <br>Location: Des Moines, IA (onsite, travelling to client sites with office in Des Moines IA)<br>Salary: Up to $60-70K base PLUS 10% commission, benefits AND company car<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. ***<br><br>Our client has an OUTSTANDING IT Sales Business Development Manager opportunity. If you have a proven successful track record of 5+ years of prior technical sales experience, then we would love to chat with you.<br><br>Our client company has a rich history of success in the Information Technology industry with multiple locations and continuing to expand. They are a leader in their space and place client relationships first. They are a high integrity organization from the owner to the senior leaders and who you would be working for and with. <br><br>You will have the best of both worlds, with an established company name and rich history of success, but also with an unlimited opportunity to generate leads, close deals with support, and earn an excellent compensation package with your base plus commission structure (there is no draw or recovery). Your leader will be supportive and provide training and guidance, but will empower you and support you. You will not feel micro-managed.<br><br>You do not want to miss hearing more about an opportunity like this. Apply today!<br><br>Responsibilities:<br> • Maintain current client relationships.<br> • Conduct IT network site reviews and with assistance from your corporate team devise solutions.<br> • Review and research service offerings and agreements to present an optimal proposal and solution to client.<br> • Prospect new potential clients by attending key networking events, calling, emailing and leveraging social media and other marketing tools.<br> • Close deals and secure new business, renewals, and special projects and additional services.<br><br>Requirements:<br> • Must have 5+ years of prior successful technical sales experience, preferrable IT infrastructure knowledge<br> • Bachelor's Degree is preferred<br> • Excellent prospecting, networking, communication, selling and closing skills<br> • Self-directed passion and desire for sales in building relationships, identifying needs, presenting solutions, and closing deals.<br> • Clean driving record is a must. <br> • Company car will be provided and travel around the Des Moines Metropolitan area would be expected, with no anticipated overnight travel.<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. Also, you may contact me by office: 515-303-4654 or mobile: 515-771-8142. Or one click apply on our Robert Half website. No third party inquiries please. Our client cannot provide sponsorship and cannot hire C2C. *** Product Manager III <p>We are offering an employment opportunity for a Product Manager III in Philadelphia, Pennsylvania. As a Product Manager III, you will be responsible for creating product requirements and managing them from conception to delivery. This role requires close collaboration with large organizations and cross-functional teams. You will also be expected to understand customer behavior and needs, translating these insights into product requirements. </p><p><br></p><p>Responsibilities:</p><p>• Identify and establish product requirements</p><p>• Manage product development from initial concept through to delivery</p><p>• Understand and implement existing processes with consideration of their impact on end customers </p><p>• Collaborate with large organizations and cross-functional teams </p><p>• Develop new approaches to enhance customer experience </p><p>• Understand customer behavior and needs and effectively translate these into product requirements</p><p>• Dive deep into technical considerations as needed </p><p>• Provide excellent customer service and resolve customer inquiries efficiently</p>