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3 results for Client Sales Associate in San Francisco, CA

Investor Relations Associate
  • Palo Alto, CA
  • remote
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • <p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p><br></p><p>Our client is a <strong>Silicon Valley, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul>
  • 2026-02-23T16:23:48Z
Business Development Officer
  • Palo Alto, CA
  • onsite
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • <p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p> </p><p><strong>Overview</strong></p><p>Our client is a <strong>Palo Alto–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
  • 2026-02-11T03:38:43Z
Revenue Accountant/Analyst
  • Berkeley, CA
  • remote
  • Temporary
  • 40.00 - 46.00 USD / Hourly
  • <p>Our client is seeking a highly detail‑oriented <strong>Revenue Accountant/Analyst</strong> to support key Order‑to‑Cash and trade promotion accounting activities for 3-4 months. This role is ideal for a proactive professional who enjoys investigating granular issues, partnering cross‑functionally, and managing complex revenue‑related workflows. </p><p><br></p><p>The position follows a hybrid schedule with on‑site days in Berkeley, CA.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><ul><li>Support billing, credit, and collections activities by maintaining current open receivables and resolving payment delays</li><li>Review open orders and approve shipments based on credit status</li><li>Collaborate with internal teams to resolve issues involving billing, EDI, deductions, pricing, or delivery discrepancies</li><li>Research, code, and resolve customer deductions related to trade promotions and supply‑chain charges</li><li>Maintain low aged deduction balances and ensure proper P& L expensing</li><li>Analyze customer‑level P& L activity, variance drivers, and adherence to policies or budget</li><li>Monitor trade promotion spend and identify anomalies or unplanned expenses</li><li>Partner with Sales and Finance to review weekly and monthly revenue‑related updates</li><li>Support monthly close with reconciliations, journal entries, and reporting</li><li>Participate in team projects and provide subject‑matter expertise in trade spend and revenue accounting</li></ul>
  • 2026-02-14T01:18:44Z