Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Guide aspiring insurance agents through state licensing by managing a large pipeline, communicating requirements, maintaining MS Access records, making inbound/outbound calls, and updating supervisors and agency partners on progress and changes.

Own design, build, and support of the NetSuite ERP: configure/customize modules, develop SuiteScript/SuiteFlow solutions, manage integrations (Salesforce, payments, e-commerce, shipping, data warehouse), maintain system performance and data integrity, provide user support and documentation, and partner with Finance, Ops, and Supply Chain on process-driven NetSuite implementations and reporting.

Own full enterprise sales cycle with large mortgage lenders: prospecting, discovery, demos, negotiation, and closing. Manage strategic accounts through integration, scaling, and product expansion. Partner with Product to influence roadmap, build scalable playbooks and processes, and travel to client sites and industry events as needed.

Own end-to-end delivery of company-critical cross-team programs: manage dependencies, surface risks, align Engineering and Product, improve predictability, and provide program visibility to leadership.

Support planning, executing, and optimizing paid digital acquisition campaigns. Coordinate content and landing pages, run A/B tests, analyze marketing data, create performance reports, and recommend optimizations to improve ROAS.

Lead end-to-end performance of customer-facing conversational AI and knowledge base. Design, test, and optimize AI conversations, define intents and success metrics, analyze KPIs, maintain enterprise knowledge, run continuous improvement using analytics and experimentation, and partner cross-functionally to improve CX and business outcomes.

Manage day-to-day personalized direct index portfolios including construction, rebalances, tax transitioning and tax-loss harvesting, ESG customizations, and monitoring corporate actions. Provide portfolio analysis, reporting, and ad-hoc analysis; collaborate with trading, client service, and operations to improve processes, tools, and investment outcomes while supporting product and asset class expansion.

Serve as first contact for customers via phone, email, chat; troubleshoot and resolve software installation, configuration, integrations, licensing, and connectivity issues; manage cases to SLA, document solutions, escalate complex issues, contribute to knowledge base, and leverage AI tools to accelerate and automate support tasks.

Own full sales cycle for SMB/Mid-Market accounts, build pipeline via outbound prospecting, engage executive stakeholders, lead technical discovery with Solutions Engineers, respond to RFPs/RFIs, collaborate cross-functionally, and drive revenue while shaping product solutions.

Negotiate delinquent accounts with law firms to secure reduced balances, extended payment terms, or lump-sum settlements. Review legal documents, manage escalated portfolios and client accounts, maintain attorney relationships, meet monthly settlement and compliance goals, and handle high-volume inbound/outbound calls to resolve lawsuits and prevent further legal action.