Trusted Advisor Jobs in San Francisco, CA

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Looking for Trusted Advisor jobs in San Francisco, CA? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the San Francisco, CA area.

Client Partner - (Gaming)

Company: Fandom

Location: San Francisco, CA

Posted Mar 09, 2024

This role is an exciting opportunity for a seasoned sales professional to lead and manage a portfolio of accounts, crafting performance metrics for continuous growth. The sales hero will channel their inner data wizard to shape client strategies, track important metrics, and share trends with internal and external partners. They will deliver consultative guidance to clients, enhancing and nurturing relationships, and drive business expansion by mapping client organizations and uncovering client objectives. The role involves collaborating with cross-functional teams to boost revenue and influence product development by advocating for solutions that drive business outcomes.

Senior Software Engineer, Query Engine Performance

Company: Mixpanel

Location: San Francisco, CA

Posted Mar 08, 2024

Mixpanel, an event analytics platform used by companies like Netflix and Pinterest, is seeking a Senior Software Engineer, Performance to evolve their columnar analytics database engine. The role involves performance analysis, implementing better indexing strategies, developing performance profiling tools, and ensuring service reliability. The company offers competitive compensation and benefits, and values diversity and inclusion.

Architect, Salesforce (Sales Cloud & CPQ)

Company: Credera

Location: Los Angeles, CA

Posted Mar 08, 2024

Credera, a global consulting firm, is seeking a Salesforce Architect with extensive experience in Salesforce ecosystem, including Sales Cloud, Service Cloud, CPQ, and Lightning framework. The role involves designing technical strategies, leading development teams, and providing technical guidance to clients. The company offers a competitive salary, benefits, and a flexible hybrid work model. Credera values its employees' growth and fosters a culture of trust and collaboration.

Account Manager

Company: GOAT Group

Location: Los Angeles, CA

Posted Mar 07, 2024

GOAT Group is seeking an experienced Account Manager for its Business Development team. The role involves managing key partnerships, tracking KPIs, assessing account performance, streamlining onboarding, collaborating with operations, presenting business updates, liaising with merchandising, providing customer support, prospecting new accounts, and requiring proficiency in Mac, Excel, and web-based platforms. The hiring range is $68,400—$85,500 USD. GOAT Group operates four brands, serving a global community of over 50M members.

Sr. Office & Culture Manager

Company: Handshake

Location: San Francisco, CA

Posted Mar 08, 2024

Handshake is seeking a Senior Office & Culture Manager for their San Francisco HQ. The role involves managing daily operations, ensuring a safe and productive work environment, planning events, and providing exceptional employee experience. The ideal candidate should have at least 3 years of experience in office management, strong leadership skills, and excellent organizational abilities. Handshake offers competitive compensation, comprehensive benefits, and a flexible work environment.

Head of HR

Company: Carta

Location: San Francisco, CA

Posted Mar 07, 2024

Carta, a leading platform for equity management, is seeking an experienced HR leader to join their People team. The role involves partnering with the executive team to develop HR strategies, drive global HR functional excellence, and build a high-performing team and culture. The ideal candidate should have at least 12 years of HR experience, preferably in Financial Services or Fintech, and possess strong emotional intelligence, data analysis skills, and a bias for action. The compensation package includes a market-competitive salary, equity, and exceptional benefits.

Support Engineer

Company: Mixpanel

Location: San Francisco, CA

Posted Mar 08, 2024

Mixpanel is an event analytics platform that empowers builders to make data-driven decisions without needing SQL. With over 8,000 customers, including Netflix and Pinterest, Mixpanel offers a comprehensive and reliable analytics platform. The Support Team, located globally, is composed of talented problem-solvers dedicated to customer success. The Support Engineer role involves helping users solve technical challenges, collaborating with the Product team, and mentoring new team members. The ideal candidate is patient, analytical, and dedicated to developing expertise in the complex and evolving Mixpanel product.

Customer Support Associate

Company: Lattice

Location: San Francisco, CA

Posted Mar 09, 2024

<p> <p> <div><b><strong>This is Customer Care at Lattice<strong><b> <p>The Customer Support Associate is a trusted advisor for our customers and internal team members You will be responsible for supporting our customers by providing a consultative approach to solve complex customer issues while also building trust and relationships You also act as a partner to our Customer Success teams supporting their strategic efforts to foster product adoption by providing expert support in daily email and chat interactions<p> <p>The Customer Support Associate is a proactive and compassionate gogetter You have a strong foundation of product and process knowledge and will be an internal resource driving efficiency across the team Successful team members take ownership supporting our customers are genuinely curious about learning employing and sharing creative solutions and act quickly to prioritize customer needs They are passionate about providing our customers with the best experience possible while meeting them where theyre at with prompt replies live zoom support and solutions that work The ideal candidate<p> <ul><li>Is a self starter dedicated to solving problems for our largest customers<li> <li>Recognizes how to prioritize based on customer urgency and size<li> <li>Works well with cross functional partners and appreciates the need for cross team collaboration to drive retention<li> <li>Is obsessed with learning the ins and outs of the product and the ability to provide workaround solutions when necessary<li> <li>Has a proven ability to spot trends and propose solutions to improve team and customer experience<li> <li>Consistently meets and exceeds all individual team productivity metrics<li> <ul><p><em>This role will be based in our San Francisco office and the person in this role will be expected to be in the office at least 1 day per week<em><p> <p><b><strong>What You Will Do<strong><b> <p><ul><li><strong>Support our customers <strong><li> <ul><li>Provide quality support to our customers through live chat email and video calls<li> <li>Act as an extended branch of Customer Success by partnering with Customer Success Managers and building trusted relationships with our clients <li> <ul><li><strong>Partner effectively with cross functional teams<strong><li> <ul><li>Effectively identify when to work with cross functional partners to drive retention by leveraging processes and analyzing data to share customer insights<li> <ul><li><strong>Lead by example in the following areas<strong><li> <ul><li>Excelling at all individual team productivity and quality metrics<li> <li>Bringing areas of process improvement to your manager suggesting solutions that positively impact the team and executing on them<li> <li>Being a process advocate for the knowledge capture philosophy <li> <li>Sharing feedback on new initiatives and areas of discussion <li> <li>Participating in team meetings and trainings<li> <ul><ul><p><b><strong>What You Will Bring to the Table<strong><b> <p><ul><li>12 years of experience in customer support preferred for this role<li> <li>You have outstanding communication skills and ability to collaborate crossfunctionally<li> <li>You have strength in multitasking prioritization attention to detail and organization<li> <li>You have an aptitude for learning new products and technologies<li> <li>You are an excellent teammate who gives ideas to improve processes<li> <li>You possess a solid work ethic<li> <ul><p><b><strong>Nice to have<strong><b> <p><ul><li>Experience working with Zendesk Slack and Zoom<li> <ul><p><br ><p><p><em><span>The estimated hourly cash salary for this role is $2600 $2900 This position is also eligible for incentive stock options subject to the terms of Lattices applicable plans<span><em><p> <p><em><span>Benefits The Company offers the following benefits for this position subject to applicable eligibility requirements Medical insurance Dental insurance Vision insurance Life ADampD and Disability Insurance Emergency Weather Support Wellness Apps Paid Parental Leave Paid Time off inclusive of holidays and sick time Commuter amp Parking Accounts Lunches in the Office Workplace Amenities Stipend Internet and Phone Stipend One time WFH Office SetUp Stipend 401k retirement plan Financial Planning Learning amp Development Budget Sabbatical Program and Invest in Your People Fund<span><em><p> <p><em><span>Note on Pay Transparency<span><em><p> <p><em><span>Lattice provides an estimate of the compensation for roles that may be hired as required by state regulations Compensation may vary based on a location as Lattice factors in specific location when benchmarking compensation for most roles b individual candidate skills and qualifications and c individual candidate experience<span><em><p> <p><em><span>Additionally Lattice leverages current market data to determine compensation so posted compensation figures are subject to change as new market data becomes available The salary other compensation and benefits information is accurate as of the date of this posting Lattice reserves the right to modify this information at any time subject to applicable law <span><em><p> <div> <div><b><strong>About Lattice<strong><b> <p><span>Lattice is on a mission to build cultures where employees and their companies thrive In an age where employees have more choices than ever before businesses that put employees first are winning and Lattice is building the tools to empower those peoplecentric companies <span><p> <p><span>Lattice is a people success platform that offers performance reviews employee engagement surveys realtime feedback weekly checkins goal setting and career planning in a way that allows companies to focus on employee development growth and engagement yielding stronger employee retention performance and impact to the bottom line 📈 Since launching in 2016 we have grown to over 5000+ customers globally including brands like Slack Robinhood and Gusto<span><span> <span><p> <p><em><span>Lattice is committed to equal treatment and opportunity in all aspects of recruitment selection and employment without regard to gender race religion national origin ethnicity disability gender identityexpression sexual orientation veteran or military status or any other category protected under the law Lattice is an equal opportunity employer committed to a community of inclusion and an environment free from discrimination harassment and retaliation<span><em><p> <p><em><span>By clicking the Submit Application button below you consent to Lattice processing your personal information for the purpose of assessing your candidacy for this position in accordance with<span><em><em><span> <span><em><span><em><span>Lattices Job Applicant Privacy Policy<span><em><span><span><em><span><span><em><span><p> <div>

Senior Software Engineer, Distributed Systems

Company: Mixpanel

Location: San Francisco, CA

Posted Mar 08, 2024

Mixpanel, a leading analytics platform used by companies like Netflix and Pinterest, is seeking Software Engineers to join their Distributed Systems teams. The role involves building and maintaining distributed systems capable of handling large volumes of data, debugging production issues, ensuring service reliability, and optimizing costs. The company values computer science fundamentals, problem-solving, and a bias towards shipping early and iterating. Mixpanel offers competitive compensation, comprehensive benefits, and a culture that values openness, customer focus, change leadership, results orientation, and teamwork.

Senior Enablement Skills Content Manager

Company: DocuSign

Location: San Francisco, CA

Posted Mar 08, 2024

DocuSign, a leading company in electronic signature solutions, is seeking an experienced individual contributor for a hybrid role in Global Enablement Content. The role involves creating engaging and scalable skills training for Sales, Customer Success, and Support teams. The ideal candidate will have 8+ years of combined experience in sales/customer success and enablement, strong design capabilities, and analytical skills. The position offers a competitive salary, comprehensive benefits, and opportunities for professional growth.

Technical & Warranty Support Rep I

Company: Fluidra North America

Location: San Diego, CA

Posted Mar 08, 2024

Fluidra, a global company specializing in pool and wellness solutions, is seeking a Technical & Warranty Support Rep. The role involves providing top-tier customer service via phone, email, and chat, troubleshooting and installation assistance, warranty support, and general customer service. The ideal candidate should have 2 years of customer service experience, strong technical aptitude, and proficiency with MS Office tools. Fluidra offers a competitive total rewards package, including health benefits, 401(K) matching, educational assistance, and on-site amenities. The company values passion, honesty, teamwork, and inclusion.

Strategic Account Executive

Company: HighRadius

Location: Los Angeles, CA

Posted Mar 08, 2024

HighRadius is seeking a Strategic Account Executive for its Enterprise sales team in the U.S., focusing on driving automation and insight for the Office of the CFO. The ideal candidate should have a SaaS sales background, preferably in finance, with 3+ years of experience. The role involves developing new business, managing stakeholder relationships, and conducting assessments to understand customer pain-points. The position is based in the Los Angeles metropolitan area, with regular regional travel expected. HighRadius offers competitive benefits, including a performance-based bonus, remote flexibility, and stock options for top-performers.

Frequently Asked Questions

What are the typical salary ranges for Trusted Advisor positions by seniority?
Entry‑level Analysts earn $90,000–$110,000, mid‑level Consultants $120,000–$150,000, and Senior Directors or VP‑level Advisors $160,000–$200,000, with additional equity or bonus components in larger firms.
Which skills and certifications are essential for a Trusted Advisor?
Core skills include risk‑assessment modeling, policy design, stakeholder engagement, and data‑governance strategy. Certifications such as CISSP, CISA, ISO 27001 Lead Implementer, PMP, or CFP add credibility and unlock higher‑pay roles.
Is remote work available for Trusted Advisor roles?
Yes—most listings allow up to 3 remote days per week, and several firms offer fully remote positions, especially for digital‑transformation or ESG advisory roles that rely on cloud tools.
What career progression paths exist for Trusted Advisors?
Typical routes move from Analyst → Consultant → Manager → Director → VP/Chief Advisory Officer, with each step adding responsibility for larger client portfolios, cross‑functional teams, and strategic decision‑making.
What industry trends are shaping the Trusted Advisor landscape?
Key trends include AI‑driven risk analytics, real‑time regulatory tech, ESG reporting mandates, and the shift to cloud‑native risk frameworks—all driving demand for advisors who can translate data into actionable compliance and strategy.

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