The opportunity timeline

• Overview

  Financial Advisors Plus is hiring a Customer Service Manager in Fremont, CA.

• Role description

  We need a commercially minded Customer Service Manager who can turn Cross-Functional Collaboration and Written Communication into repeatable, scalable revenue. Lay it bare: temporary Customer Service Manager, $144,000 - $204,000, 6 years of Technical Support, and a seat where Financial Advisors Plus decisions get shaped.

  Key Responsibilities

  • Seed Fremont social channels with content that earns replies
  • Sit in on demos and tighten the script after every loss
  • Pitch upsells that feel like favors, not invoices
  • Turn Financial Advisors Plus's high-trust differentiator into a thirty-second pitch
  • Frame the bias-to-action ROI a Fremont, CA CFO can defend internally
  • Keep a finger on competitor pricing across CA
  • Set and monitor KPIs tied to revenue, retention, and acquisition cost
  • Own the post-sale check-in that turns clients into references

  What You'll Bring

  • The discipline to finish the boring 20% that makes the rest matter
  • A CA sensibility, or genuine curiosity about this market
  • A team player who lifts up colleagues and shares credit
  • Comfort working in a fast-paced, thoughtfully-bold environment
  • Sharp written and verbal communication, tested under scrutiny

  The ambitious people at Financial Advisors Plus have spent years proving that world-class Cross-Functional Collaboration can absolutely come out of Fremont. Feedback flows in every direction at Financial Advisors Plus, from the newest hire to the people signing the $144,000 - $204,000 checks.

  The package speaks for itself: $144,000 - $204,000, coaching, coverage, and the flexible temporary hours that warm-yet-rigorous sales marketing pros expect.

  We just refreshed it, so the sales marketing role counts as live and hiring.

  Stop scrolling job boards and start a conversation with the Financial Advisors Plus hiring team instead.

• Required skills

  • Technical Support
  • Net Promoter Score
  • Verbal Communication
  • Jira Service Management
  • Written Communication
  • Outbound Calling
  • Multitasking
  • Cross-Functional Collaboration

• Benefits & perks

  • Professional association memberships
  • Birthday off
  • Mental health days
  • Equity grants
  • Critical illness insurance
  • Cost-of-living adjustments
  • Four-day work week
  • Visa sponsorship
  • Accrued vacation time
  • Summer Picnic
  • Travel insurance for business trips
  • Corporate Rates
  • Prescription drug coverage

• Apply before 2026-12-04

  Submit your application for this Temporary sales_marketing position.