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Robert Half Logo Robert Half · Sales

Sales/Partner Development Assistant

United States, Carpinteria · Job Posted April 12, 2026
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Job Description

We are looking for a detail-oriented and adaptable Sales/Partner Development Assistant to join our team in Carpinteria, California. In this contract role, you will play a pivotal part in supporting recruitment operations and partner development efforts through event coordination, system management, and collaborative teamwork. If you excel in organization and enjoy blending administrative tasks with strategic execution, this position offers an excellent opportunity to contribute to a dynamic environment.

Job Responsibility

  • Coordinate and manage recruitment events, webinars, and seminars, ensuring smooth execution and engagement
  • Maintain and update organizational systems, pipelines, and reporting tools to support recruitment and partner development
  • Assist in onboarding processes for advisors, ensuring a seamless transition
  • Conduct LinkedIn prospecting and provide sales support to identify and connect with potential partners
  • Collaborate with cross-functional teams, including marketing and transitions, to align efforts and achieve goals
  • Manage administrative office tasks, such as ordering and maintaining supplies, and performing receptionist duties
  • Oversee accounts payable functions and ensure accurate financial tracking
  • Utilize Salesforce for integration tasks and implementations to streamline workflows
  • Leverage AI tools, such as ChatGPT, to enhance efficiency and productivity in daily operations
  • Provide general office management support to ensure a well-organized and functional workspace

Requirements

  • Bachelor’s degree in Finance or a related field is preferred
  • Minimum of 1 year of experience in a finance-related role
  • Proficiency in Microsoft Word, PowerPoint, and Excel
  • Familiarity with Salesforce, with experience in integration and implementation being a strong advantage
  • Comfortable using AI tools, such as ChatGPT, to support work processes
  • Strong organizational and administrative skills, including maintaining office supplies and managing accounts payable
  • Excellent communication skills and the ability to collaborate effectively across teams
  • Ability to thrive in a fast-paced environment and balance multiple priorities efficiently

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
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