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.

Office Manager

Company: Perplexity AI

Location: San Francisco, CA

Posted Mar 04, 2024

Perplexity AI is seeking an Office Manager to join their team, responsible for managing daily office operations, administrative tasks, and fostering a positive company culture. The ideal candidate should have experience as an office manager, excellent organizational skills, and a commitment to promoting a positive work environment. The role is onsite M-F and offers a base salary of $115,000, comprehensive benefits, and equity in the company. The company has recently raised $73.6 million in Series B funding, indicating rapid growth and expansion plans.

Credit Analyst

Company: Fluidra North America

Location: San Diego, CA

Posted Mar 06, 2024

Fluidra is seeking a Credit Analyst to join their Finance and Accounting team in Carlsbad, CA. The role involves analyzing customer financial data, assessing credit risk, and maximizing accounts receivable collections. The ideal candidate will have 1+ years of experience with Microsoft Office and Oracle, and a Bachelor's degree in Accounting/Finance. Fluidra offers a competitive total rewards package, including a 9/80 work week schedule, health benefits, 401(K) matching, and on-site amenities. The company is focused on innovation in the pool and wellness industry, with a strong commitment to inclusivity and equal opportunity employment.

Independent Consultant- IT Audit/Risk Advisory (1099)

Company: CNM LLP

Location: Los Angeles, CA

Posted Mar 03, 2024

CNM LLP is a highly respected technical advisory services firm, recognized nationally for its commitment to excellence. The firm values an open and honest environment, work-life balance, and an outstanding culture, earning it a place among the Great Places to Work® and Best Places to Work in Los Angeles and Orange County. The role involves conducting IT walkthrough meetings, performing design and operating effectiveness testing, and drafting observations and recommendations. The ideal candidate will have a BA/BS in a relevant field, minimum 2.5 years of IT Audit experience, and strong experience with IT Sarbanes-Oxley (SOX). Proficiency in assessing IT general controls, IT application controls, key reports, and SOC reports is required, along with excellent documentation and verbal communication skills.

Staff UX Researcher

Company: HoneyBook

Location: San Francisco, CA

Posted Mar 05, 2024

<p>HoneyBook is the leading clientflow management platform that lets independent businesses manage their workflow cash flow and client experiences in one place HoneyBook is trusted by over 100K service based in the US and Canada who have booked more than $10 billion in business on its platform<p> <p>Our awardwinning culture is built on core values that drive everything we do including putting people first We know experience comes in many different forms some visible on your resume others not No one candidate will be a 100 perfect match to our description so if you thrive in a fastpaced intellectuallycharged environment and have similar experience to what we are looking for we encourage you to apply<span> <span><p> <p>We are seeking a highly skilled Staff UX Researcher to join our team you will play a critical role in shaping the user experience vision for our organization Youll lead and manage research projects develop research strategies and methodologies and provide insights and recommendations to improve the user experience of our products and services We believe that research findings are most powerful when they break the boundaries of written reports and are actively applied and used by product teams<p> <p>With your expertise in qualitative and quantitative research methods you will mentor and coach earlier career researchers collaborate with stakeholders across the organization and drive the integration of usercentered principles into our product development process We are looking for a passionate collaborative and tenacious person who is committed to putting the needs of our users at the forefront of everything we do<p> <p>Our research team is closeknit collaborative and supportive We each bring unique strengths and interests to the group and encourage each other to grow in our craft every day <span>This is a hybrid role with an expectation of inoffice presence at our San Francisco office or New York hub 23 days a week <span><p> <p><strong>Here are a few of the things you will do<strong> as a Honeybook UX Researcher<p> <ul><li>Lead and manage research projects from endtoend including planning design execution analysis and delivery of findings to stakeholders<li> <li>Develop and implement research strategies and methodologies that align with business goals and user needs<li> <li>Synthesize and analyze research data to generate insights that accurately represent participants perspectives and experiences and inform product decisions<li> <li>Develop and present research reports and presentations to various audiences including executive leadership product teams and other stakeholders that are engaging relevant and actionable<li> <li>Provide mentorship and guidance to earliercareer researchers on the team fostering growth and development in research skills and methods<li> <li>Collaborate with crossfunctional teams including design product marketing analytics support and customer success to drive usercentered design and innovation<li> <li>Stay uptodate with industry trends and advances in research methodologies and incorporate new techniques and tools into research practice<li> <li>Champion the importance of user research within the organization advocating for usercentered design and driving organizational change<li> <ul><p><strong>Here is what were looking for in a candidate <strong><p> <ul><li>An expertlevel understanding and experience in using a range of research methods including usability testing user interviews surveys card sorts tree testing journey mapping and competitor analysis to drive usercentered product design and development<li> <li>Experience in synthesizing and effectively communicating research findings to crossfunctional teams operating in a fastpaced environment with a demonstrated ability to clearly define and passionately advocate for users needs<li> <li>Proven track record of translating user insights into actionable product recommendations that have driven business impact and improved user experience<li> <li>Strong knowledge of the product creation cycle and design process with experience collaborating closely with Design and Product teams to integrate usercentered principles into the product development process<li> <li>A passion for learning and staying uptodate with emerging research methods and techniques as well as evangelizing their value to team members and stakeholders<li> <li>Excellent problemsolving skills and the ability to navigate ambiguity and complexity with a proven ability to synthesize and communicate findings effectively to crossfunctional teams at all levels of the organization<li> <ul><p><strong>Here is what is needed<strong><p> <ul><li>Exceptional written visual and verbal communication skills to effectively share study plans findings and insights with creativity and persuasion<li> <li>Proven track record of executing both qualitative and quantitative user research methods and demonstrating the impact of research on improving the customer or user experience<li> <li>Ability to think strategically and solve complex problems in a fastpaced environment<li> <li>Flexibility to collaborate with remote teammates and customers across different time zones and occasional travel to meet them in person<li> <li>At least 5 years of handson experience in conducting endtoend UX research projects<li> <li>A bachelors or masters degree in interaction design psychology human factors or related subject area is a plus<li> <ul><p><strong>The good stuff<strong><p> <ul><li><strong>Mission driven<strong><span> Youll be joining more than just another startupour members are at the heart of everything we do<span><li> <li><strong>Impact<strong><span> We move quickly and encourage every employee to push the envelope Our best ideas come from outoftheboxthinking and innovation be ready to fail fast and often<span><li> <li><strong>Benefits + Perks<strong><span> From wellness programs to open paid time off and exceptional family leave policies the health and happiness of our employees is foremost<span><li> <li><strong>Compensation<strong><span> We offer a competitive salary + meaningful equity based on merit and market<span><br ><ul><li><span>The base salary offered for this role and level of experience will begin at $140000 and up to $170000 Fulltime employees are also eligible for a meaningful equity package and benefits The actual base salary offered depends on your location skills qualifications and experience<span><li> <ul><li> <ul><p><span>The opportunity at HoneyBook is huge our primary customers today are creative businesses that generate in aggregate $150B in revenue per year in the US Founded in 2013 HoneyBook is based in San Francisco and Tel Aviv has raised $498M and is funded by Tiger Global Management Norwest Venture Partners Aleph Hillsven Capital OurCrowd Durable Capital Partners LP Vintage Investment Partners Battery Ventures Citi Ventures Zeev Ventures and 01 Advisors<span><p> <p><span>Follow us on<span><span> Medium<span><span> and<span><span> Instagram<span><span> and catch the latest stories about HoneyBook Read about what our employees are saying about us on<span><span> Glassdoor<span><span><span><p> <p><em><span>HoneyBook is committed to diversity inclusion and belonging and is proud to be an equal opportunity employer We do not tolerate discrimination and do not make hiring or employment decisions on the basis of race religion color national origin sex gender identity age disability marital status veteran status or other applicable legally protected characteristics We also consider qualified applicants with arrest and conviction records in accordance with the San Francisco Fair Chance Ordinance We strive for the best candidate experience for all applicants and if you need special assistance please let us know <span><em><p> <p><em><span>At the end of this application you will find a set of voluntary demographic questions If you choose to respond your responses will be used to help us identify areas of improvement in our recruitment process We can only see aggregate responses and are unable to view individual responses In fact we arent even able to see if youve responded or not Responding is your choice and it will not be used in any way in our hiring process<span><em><p> <div> <p><u>Applicant Information<br ><u><span>When you apply for a job or an independent contractoragent position with HoneyBook we collect the information that you provide in connection with your application This includes name contact information professional credentials and skills educational and work history and other information that may be included in a resume or provided during interviews which may be recorded This may also include demographic or diversity information that you voluntarily provide We may also conduct background checks and receive related information<span><br ><span>We use applicants information to facilitate our recruitment activities and process applications including evaluating candidates and monitoring recruitment statistics We use successful applicants information to administer the employment or independent contractor relationship We may also use and disclose applicants information a to improve our Services b as otherwise necessary to comply with relevant laws c to respond to subpoenas or warrants served on HoneyBook and d to protect and defend the rights or property of HoneyBook or others <span><p> <p><span>Our Privacy Policy is here <span><p> <div>

Delivery Consultant Manager - Automation

Company: IBM

Location: CA Markham

Posted Mar 04, 2024

<div class=jddescription datafield=description> <span class=showjobdescr style=fontweight bold> Introduction <span> <span class=showjobdescr> <span> <br> Joining the IBM Technology Expert Labs teams means youll have a career delivering worldclass <br> services for our clients As the ultimate expert in IBM products youll bring together all the <br> necessary technology and services to help customers solve their most challenging problems <br> Working in IBM Technology Expert Labs means accelerating the time to value confidently and <br> ensuring speed and insight while our clients focus on what they do best running and growing their <br> business <br> Excellent onboarding and industryleading learning culture will set you up for a positive impact <br> while advancing your career Our culture is collaborative and experiential As part of a team you will <br> be surrounded by bright minds and keen cocreatorsalways willing to help and be helpedas you <br> apply passion to work that will positively impact the world around us <br> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Your Role and Responsibilities <span> <span class=showjobdescr> <span> <br> As a Delivery Consultants Manager you will apply your strong foundation of technology expertise to <br> hire coach and cultivate high performing teams made up of diverse exceptional services delivery <br> professionals You will develop a high performing team who engages with clients to deliver projects <br> for IBM Technology while fostering a learning culture where your team develops and demonstrates <br> their skills In this role you will coach and lead from the front as s a trusted empathetic leader <br> committed to your teams and clients success As a leader of this fast pace client focused team <br> youll collaborate across IBM to optimize services engagements and trailblaze new solutions that <br> address real business challenges <br> Were passionate about success If this role is right for you then your achievements mean your <br> career is flourishing your teams are succeeding and our clients are thriving To help ensure this <br> winwin outcome a dayinthe life of this role may include but not be limited to <br> Building Exceptional ClientFacing Team Hiring nurturing and developing a technical <br> clientfacing team of exceptional delivery professionals in IBM Technology <br> Accelerating Adoption of IBM Technology Collaborating with your Delivery Consultants the <br> IBM Account team clients and partners to accelerate delivery and adoption of IBM <br> Technology <br> Building Client Relationships Creating and maintaining enduring trusted relationships at <br> technical levels within clients including CIOs CTOs Developers Data Scientists <br> Architects and establishing IBM as an essential partner <br> Team Coaching for Success Coaching your team with clarity and conviction to ensure they <br> fully understand how to do their jobs successfully and achieve their KPI including utilization <br> customer satisfaction and quality standards <br> Profit and Loss Management Evaluating and managing profit and loss for your assigned <br> resources <br> Growth Mindset Traits in ProblemSolving Demonstrating growth mindset courage <br> curiosity and leadership in solving problems <p> <span style=colorffffff> NAIWD24 <span> <p> <p> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Required Technical and Professional Expertise <span> <span class=showjobdescr> <span> <br> Experienced Technical Leader Seasoned technical leadership with the associated credibility having proven experience of managing large diverse services delivery teams with a specific focus on scaling these teams through effective performance management process improvement and delivering on team KPI targets It is the proven ability to translate tactical imperatives into operational discipline to achieve defined outcomes while driving the adoption of complex enterprisegrade technology solutions <br> Coaching Excellence and Culture Growth Demonstrable mastery of deal and situational <br> coaching whilst fostering a high performing growthminded and candid culture <br> Practical Skills in Technology Areas Deep practical and applied skills in one of the following <br> areas with competent understanding across a broad selection of products within the <br> respective portfolios and importantly their enterprise interconnectivity Cloud Data and <br> AI Automation Integration or Security <br> Financial Oversight and Management Experience of oversight and management of profit <br> and loss <br> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Preferred Technical and Professional Expertise <span> <span class=showjobdescr> <span> <br> Automation Technologies Experience with one more of the following Automation <br> technologies MQ API Connect App Connect Enterprise Cloud Pak for Automation Cloud <br> Pak for Integration Tivoli Monitoring Instana Netcool Watson AI Ops Turbonomic or the <br> equivalent enterprise solution <br> MultiCloud Platforms Working knowledge of AWS Azure and VMware Virtualization <br> Programming Skills Working knowledge and skills working with Java Shell scripting <br> python Kubernetes Containers Perl <p><div>

Senior Sales (Systems)Engineer (SoCal)

Company: OpenDrives

Location: Los Angeles, CA

Posted Mar 05, 2024

OpenDrives, a rapidly growing data services company, is seeking an experienced Senior Sales Systems Engineer based in Southern California. The ideal candidate should have a deep understanding of Media and Entertainment workflows, excellent technical expertise, and strong sales and customer service skills. The role involves engaging with customers, prospects, and channel partners, providing technical solutions, and driving sales growth. The company values open-mindedness, persistence, effectiveness, and nimbleness, and offers a competitive salary, flexible schedule, and comprehensive benefits.

Senior Client Manager, Impact Investing

Company: UpMetrics

Location: San Francisco, CA

Posted Mar 05, 2024

UpMetrics is seeking a Senior Client Manager, Impact Investing for a remote, full-time position. The role involves strategic relationship management, project management, and client advocacy. The ideal candidate will have experience in client-facing roles, preferably in the impact sector, and a strong understanding of the social sector, specifically impact investors. Responsibilities include building relationships with client teams, managing revenue, strategic project management, and client advocacy. The company values collaboration, client focus, integrity, continuous improvement, and excellence. Compensation includes a salary, equity incentive plan, and comprehensive benefits.

Dynamics 365 Presales Solution Specialist

Company: Avantiico

Location: San Diego, CA

Posted Mar 04, 2024

Avantiico, a business automation company and Microsoft Partner, is seeking a highly motivated and experienced Dynamics 365 ERP Presales Solution Specialist. The ideal candidate will have deep knowledge of Microsoft Dynamics 365 Finance and Supply Chain Management, and will be responsible for leading presales engagements, conducting presentations and demonstrations, and identifying customer requirements. The role involves working collaboratively with the sales team and client executives, and requires excellent presentation, communication, and analytical skills. Avantiico offers competitive compensation, including a salary commensurate with experience, low travel expectations, and comprehensive benefits.

Loyalty SME W5383

Company: Nisum

Location: San Francisco, CA

Posted Mar 04, 2024

Nisum, a leading global digital commerce firm, is seeking an experienced SME for product search and recommendation engine. The ideal candidate will have 10+ years of experience in technical design/architecture, with a focus on the loyalty/rewards domain. They should be proficient in AI/ML, Java/J2EE applications, and microservices architecture. The role involves evaluating business processes, providing innovative solutions, and driving POCs. The candidate should also have experience in integrations with third-party systems for customer rewards implementation. Nisum offers a competitive compensation band of $145-150k per year and is committed to fostering diversity and inclusion.

Sales Engineer (SF/NYC)

Company: Persona

Location: San Francisco, CA

Posted Mar 03, 2024

Persona is seeking a Sales Engineering professional with 5+ years of experience in a technical customer-facing role. The role involves leading prospects through their Identity Management revolution, delivering best-in-class product demonstrations, and serving as the primary technical POC. The successful candidate will help shape the product roadmap, engage with Product and Engineering teams, and contribute to defining the technical sales strategy. The role offers a competitive base salary, equity package, and comprehensive benefits.

Associate Buyer - Contract

Company: Fluidra North America

Location: San Diego, CA

Posted Mar 06, 2024

<div> <p> <p> <p><span>We are seeking a<span><span> passionate and results driven <span><span>Contract Associate Buyer<span><span> <span><span>with the following knowledge skills and abilities<span> <p> <ul><li><span>Problem solving <span><li> <li><span>Teamwork and collaboration<span><li> <li><span>Effective communication<span><li> <li><span>Interpersonal skills<span><li> <ul><p><span>WHAT YOU WILL CONTRIBUTE<span> <p> <ul><li><span>Support Supply Lead or Buyer lead in the day to day purchasing activities price update po commitment dates and other system maintenance <span><span>tasks<span><li> <li><span>PO creation for MRO purchases and or material purchases following instructions provided by the Supply Lead or Buyer Lead<span><li> <li><span>Tracking shipments from the initial order supplier to delivery at FLUIDRA distribution centers<span><li> <li><span>Expediting deliveries <span><li> <li><span>Understanding about MRP process andor MRP systems<span><li> <li><span>Understanding and practical knowledge of a companys manufacturing process<span><li> <li><span>Understanding about domestic and global logistics forwarder tracking shipments tracking shipments<span><li> <li><span>Working with receiving to clarify receiving discrepancies PO vs Packing List<span><li> <li><span>Working with AP to clarify discrepancies with Invoices supporting Supply Lead or Buyer Lead<span><li> <li><span>Understand the different classes of inventory raw materials WIP finished goods MRO service parts damaged and obsolete <span><li> <li><span>Understand the Purchasing Cycle<span><li> <li><span>Understand the importance of safety stock and the role this stocking strategy plays in the organization<span><li> <li><span>Analytical skills are required for this position as well as ability to manage large reports<span><li> <li><span>Demonstrate the ability to manage conflict by identifying and handling conflicts in a sensible <span><span>fair<span><span> and efficient manner <span><li> <li><span>Demonstrate trustworthiness and professionalism with suppliers peers and team members <span><li> <li><span>Other duties may be assigned <span><li> <ul><p><span> <span> <p> <p><b><span>WHAT WE SEEK <span><b><br ><p><ul><li><span>Manufacturing environment experience good to <span><span>have<span><li> <li><span>Understanding of MRPERP systems good to have not a must<span><li> <li><span>Analytical and detailoriented skill<span><li> <li><span>Organized and time management skills<span><li> <li><span>Excel data base skills<span><li> <li><span>Independent and quick learner <span><li> <li><span>Attention to details and accuracy is a <span><span>must<span><li> <ul><ul><li><span>APICS Certifications<span><span> <span><span>preferred<span><li> <ul><p><span> <span> <p> <p><span>EDUCATION<span><span> <span> <p> <p><span>Bachelors Degree in Business<span><span>Supply Chain Management<span> <p> <p><b><span>WHAT WE OFFER<span><span> <span><b><br ><p><p><span>An exciting opportunity to dive in and begin your career with a company that offers a competitive total rewards package that includes<span><span> <span> <p> <ul><li><span>980<span><span> work week schedule EVERY OTHER FRIDAY OFF<span><li> <li><span>Onsite selfservice café free gourmet coffee stations<span><li> <li><span>Company sponsored FUN events<span><li> <li><span>Onsite gym pingpong foosball outdoor bocce ball court BBQ amp firepit<span><li> <ul><p><span> <span> <p> <p><span>WHO WE ARE<span> <p> <p><span>Fluidra<span><span> is a publicly listed company focused on developing innovative products services and IoT solutions for the residential commercial and wellness pool markets globally The company operates in over 45 countries has over 7000 employees and owns a portfolio of some of the industrys most recognized and trusted brands<span><span> Polaris® Jandy® CMP SR Smith and Zodiac® We also sell products under the Cover<span><span><span><span>Pools® <span><span>iAquaLink<span><span>® Grand Effects<span><span>® <span><span> Dell® and Nature2® names<span><span> <span><span>With these combined resources were able accelerate innovation in critical areas like energyefficiency <span><span>robotics<span><span> and the Internet of Things<span> <p> <p><span> <span> <p> <p><span>Our focus is on creating the perfect pool and wellness experience responsibly We take our mission to heart and our employees embody these guiding principles in everything we do<span><span> <span><span>passion for success<span><span> <span><span>honesty amp trust customer collaboration<span><span> <span><span>teamwork<span><span> <span><span>and inclusion<span><span> <span><span>learn and adapt<span><span> <span><span>excellence and innovation<span> <p> <p><span> <span> <p> <p><span>Dont meet every single requirement listed At <span><span>Fluidra<span><span> we thrive on building an inclusive workspace so if you are excited about this role and your <span><span>past experience<span><span> doesnt align perfectly we encourage you to apply anyways You may be just the right candidate for this role or another role in the organization <span><span>Fluidra<span><span> is proud to be an equal opportunity employer <span><span>Fluidra<span><span> recruits employs trains <span><span>compensates<span><span> and promotes regardless of race religion color national origin sex <span><span>disability age veteran status or any legally protected characteristic<span> <p> <p><span> <span> <p> <p><span>Expected<span><span> <span><span>hourly rate <span><span>range is $<span><span>2400<span><span> $<span><span>2800 hour<span><span><span><span> <span><span> The actual<span><span> <span><span>salary<span><span> <span><span>offer will carefully consider a wide range of factors including skills qualifications<span><span> <span><span>experience<span><span> <span><span>and location Your recruiter will provide additional details on our<span><span> <span><span>compensation<span> <p> <p><span> <span> <p> <p><span> <span> <p> <div> <p><span><span> <p> <p> <p><div> <p> <p><div>

Account Executive - Sports, Media, & Marketing

Company: Hive

Location: San Francisco, CA

Posted Mar 04, 2024

Hive is a leading provider of cloud-based AI solutions, trusted by hundreds of organizations. They offer pre-trained AI models, software applications, and datasets for various industries. The company is looking for a Senior Account Executive to join their Business Development team.

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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