6d
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Client Services Advisor
San Diego, California, United States
$70k-$80k/yr HybridFull Time
5+ YOE5+ years inside phone sales/consulting/customer service; ability to engage C-level clients; Salesforce and MS Office experience; bachelor’s degree preferred; project management or business development preferred.
Salesforce, Windows, Microsoft Office
1mo
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Client Services Executive - Strategic Resourcing - Gaming
San Diego or San Francisco or Los Angeles or Orange County or Seattle
$100k-$140k/yr OnsiteFull Time
Strategic resourcing and consultative sales experience with workforce planning, services delivery modeling, executive engagement, and ability to develop multi-year workforce roadmaps and close programmatic services engagements.
5d
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Financial Services Consultant
Temecula, California, United States
$70k-$80k/yr RemoteFull Time, Part Time
No prior financial experience required; must be eligible to obtain state insurance and financial services licenses. Strong communication, relationship-building, self-motivation, coachability, and time-management skills for remote client-facing work.
3w
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Sr. Director, Client Partner - Retail (PacificSouthwest)
Los Angeles or Orange County or San Diego
$203k-$305k/yr OnsiteFull Time
12+ YOE12+ years consulting or industry leadership; experience growing enterprise retail accounts; strong executive relationships and ability to sell and deliver technology and business transformation.
Microsoft, Salesforce, Adobe, AWS, Google
3w
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SAP Order to Cash Consultant, Manager
New York or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Dallas or Baltimore or Richmond or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Seattle or Atlanta or Los Angeles
$99k-$232k/yr FieldFull Time
4+ YOEBachelor's degree and 4+ years experience; proficiency in SAP Order to Cash solutions, analytical and consulting skills, client relationship and team coaching experience.
SAP Cloud for Customer, SAP CRM, SAP CPQ, SAP Commerce, SAP Subscription Billing
1mo
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Sales Transformation Consultant - Manager Financial Services
Chicago or Milwaukee or Dallas or Columbus or Cincinnati or New York or Cleveland or Oklahoma City or Austin or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Mountain View or San Francisco or Denver or Boston or Philadelphia or Overland Park or Walnut Creek or Charlotte or Seattle or Carmel or Houston or Arlington or Atlanta or Bentonville or Detroit or Nashville or Los Angeles or San Diego
$54k-$206k/yr OnsiteFull Time
3+ YOE3+ years consulting experience delivering technology implementations and digital transformations; 2+ years leading Financial Services transformations; client-facing, project delivery, and junior resource management skills; travel required.
Salesforce CRM, CPQ, Salesforce, Microsoft, Pega, Oracle, Vlocity, Apttus, SAP
2mo
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Discovery Client Lead
Boston or Princeton or Philadelphia or Bethesda or South San Francisco or San Diego or Thousand Oaks or Bellevue or New York
$190k-$217k/yr HybridFull Time
Advanced scientific degree or equivalent experience; strong client relations, business development, and cross-service collaboration; English fluency; consulting or pharma/biotech experience preferred.
1mo
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Client Relationship Consultant (Banker) - Multiple Levels (30 - 40 hours) San Diego South, CA
San Diego or Chula Vista
$23-$28/hr OnsiteFull Time
3+ YOEHigh school diploma or equivalent; 3+ years customer service and sales experience (levels vary 3–5+ years); NMLS registration required; background and credit check; strong communication, sales, and retail product knowledge.
6d
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Client Service Director - Water/Wastewater
Murrieta, California, United States
$157k-$354k/yr HybridFull Time
15+ YOESenior leader with 15+ years experience in consulting/engineering, client relationship leadership, business development, team building, strategic planning, and delivery oversight for water/wastewater projects.
2mo
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Tax Experienced Manager, Private Client Services
Los Angeles or Costa Mesa or San Diego
OnsiteFull Time
6+ YOE6+ years in accounting, finance, or law; CPA/EA/attorney or equivalent; tax compliance and consulting experience; leadership and client management skills.
Microsoft Office Suite, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
1mo
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Senior Client Service Manager (Water/ Wastewater/ Infrastructure)
San Diego or Walnut Creek
$158k-$216k/yr HybridFull Time
10+ YOEMinimum 10 years in environmental engineering/consulting with client relationship leadership, business development, portfolio management, and team leadership. Bachelor's degree required. Must pass pre-employment background check and drug test.
1mo
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
1mo
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Senior Trustee Consultant
Fort Mill or Charlotte or New York City or Cleveland or San Diego or Austin or Tempe
$68k-$113k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years trustee services experience in a trust company or investment industry, experience with high-net-worth clients, strong communication, pipeline management, and trust administration skills; CTFA/CFP/ChFC preferred.
1mo
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Financial Consultant – Market Leader
San Diego, California, United States
$250k/yr HybridFull Time
Active life and health insurance license required; experience in financial services or business development preferred; strong communication, self-motivation, client relationship and leadership skills.
4d
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
HybridFull Time
2+ YOEBachelor's in Accounting,2+ years tax compliance/consulting,CPA or enrolled agent (or progress toward),experience with GoSystems or CCH Axcess,excellent communication and mentoring skills.
GoSystems, CCH Axcess
2mo
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Accounting Consultant - Engagement Director
Irvine or Santa Ana or Glendora or Pasadena or Century City or Ontario or Carlsbad
$50-$85/hr OnsiteFull Time
10+ YOE10 years related experience including public accounting; bachelor’s degree required; CPA preferred; mastery of Microsoft Excel and accounting software; prior project and client service management experience; willingness to travel.
Microsoft Excel
3w
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Manager, Health Plan Consulting
Arlington or Atlanta or Boston or Chicago or Irving or Minneapolis or San Diego or Washington
$150k-$188k/yr HybridFull Time
6+ YOEMBA required,6+ years in health plan consulting or payer strategy,ability to lead complex projects,analyze claims and utilization data,and develop client-ready deliverables;comfortable with presentations to executives and travel as needed.
Microsoft PowerPoint, Microsoft Excel
1mo
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Remodeling Project Consultant (Sales)
San Diego, California, United States
$75k-$300k/yr FieldFull Time
High school diploma and CA driver's license required. Proven home sales and customer service experience, familiarity with estimating and construction preferred, strong communication and organizational skills, ability to travel to client homes and lift up to 25 lbs, proficiency with MS Office and CRM/BuilderTrend.
MS Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint, Adobe Photoshop, PDF-XChange, Builder Trend, HubSpot
1mo
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Operations Consultant – Logistics/Freight Forwarding/Customs
Miami or Cincinnati or Cedarburg or Clarksville or Boston or Seattle or Ellicott or Durham or Lawrence or Kansas City or Mooers or San Diego or Atlanta or Minneapolis or Houston
$70k-$100k/yr RemoteFull Time
2+ YOE2+ years logistics or freight forwarding experience; expertise in international freight forwarding, 3PL, warehousing, customs/compliance; project management, client implementations, mentoring; proficiency with Microsoft Office, Salesforce, and JavaScript; willingness to travel internationally.
Magaya, CargoWise, GoFreight, Descartes, Flex Cargo, Microsoft Office, Salesforce, JavaScript
1w
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Financial Consultant Partner - San Diego, CA
San Diego, California, United States
$30-$50/hr OnsiteFull Time
Active FINRA Series 7 required; obtain Series 66 (or 63/65) and Life & Health Insurance during tenure; financial services or client-facing experience preferred.
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