Trusted Advisor Jobs in San Francisco, CA

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Sales Development Representative

Company: Adjust

Location: San Francisco, CA

Posted Feb 24, 2024

<div> <p>Adjust an AppLovin NASDAQ APP company is trusted by marketers around the world to measure and grow their apps across platforms from mobile to CTV and beyond Adjust works with companies at every stage of the app marketing journey from fastgrowing digital brands to brickandmortar companies launching their first apps Adjusts powerful measurement and analytics suite provides visibility insights and essential tools that drive better results<p> <p>Our global team is composed of team members with life experiences backgrounds and perspectives that mirror our customers around the world We seek outstanding candidates who demonstrate a commitment to diversity equity and inclusion through continuous learning and skillbuilding We aim to support each other to ensure equitable and inclusive experiences furthering our goal to create a culture of belonging that values the contributions of all team members <p> <p>Were proud to have received several awards in Summer 2022 including G2s Easiest Setup Easiest Admin Leader and Easiest To Do Business With Our CPO was also honored with a Top Women in Media Award and we were named the Best Overall Mobile Marketing Solution of 2022 These accolades are a testament to the excellence and innovation of our awardwinning company<p> <p><br ><p><div> <p><strong>Get to know Sales <strong>The Department<strong><br ><strong><p> <p>Our Sales Business Development Department is your gateway to an exciting global growth journey at Adjust We specialize in turning the Adjust platform into recurring revenue streams while forging and nurturing critical partnerships that are the cornerstone of our success Were also the driving force behind seamless technical integrations and ambitious commercial goals Be part of a dynamic team that transforms potential into profitability<p> <p><br ><p><p><strong>Make an Impact <strong><span>The role<span><p> <p>As a <strong>Sales Development Representative<strong> you will join our Americas SDR team to identify and create new qualified sales opportunities Youll work closely with crossfunctional teams marketing sales partnerships and more to optimize inbound and outbound lead generation for the North American region <p> <p>You will have a direct impact on our sales pipeline and contribute to our revenue growth This is a great stepping stone position to a career in sales partnerships marketing or any other customerrelated role at Adjust <p> <p>We encourage our SDRs to support our team culture by working in the office 23 days a week This means youll have to live in the Bay Area to be able to come to the office or a coworking space<p> <p><br ><p><p><strong>Empower Your Potential <strong><span>Responsibilities <span><p> <ul><li>Build revenue pipeline by setting introductory meetings with decision makers across target verticals<li> <li>Dig deep into inbound and outbound prospects business to understand their pain points and how Adjust can help<li> <li>Research and develop new and existing accounts through rigorous outbound calling efforts through email Linkedin cold calling and events <li> <li>Collaborate with sales customer success and marketing teams to enrich your outreach with internal and external insights and respectively share acquired knowledge across the teams<li> <li>Work in a fastpaced environment and find the right balance between quantity and quality of your output focusing on getting stuff done<li> <ul><p><span> <span><p> <p><strong>Bring Your Knowledge <strong><span>Experience amp Qualifications <span><p> <ul><li>Strong social skills youre an outgoing person who knows how to build genuine longlasting relationships that both sides can thrive from<li> <li>A gogetters attitude youre resilient and you keep pushing until you succeed<li> <li>Excellent writing and verbal communication skills you know how to write a personalized effective message to address customers pain points Youre also an active listener and naturally curious<li> <li>1+ years experience in customerfacing roles<li> <li>A sense of urgency and ability to manage time and prioritize tasks<li> <li>Coachable collaborative mindset you are ready to come to the office 23 days a week for inperson guidance and internal networking<li> <ul><p><br ><p><p><strong>Enhance Your Experience <strong><span>Perks amp Benefits<span><p> <ul><li>Opportunity to make an impact on the adtech industry working for a forwardthinking leader in the space<li> <li>International diverse teams with a strong focus on transparency feedback and fun<li> <li>Education opportunities for ongoing professional development amp continuous learning<li> <li>Company onboarding program where youll learn the insandouts of our product with your fellow newbies<li> <li>Flexible workplace policy allowing you to work either from home or our office space <li> <li>Generous vacation policy with flexible vacation days<li> <li>Adjust covers 100 of healthdentalvision insurance for employees and 80 for dependents with a $1400 cap<li> <li>Support for families that provides a $10000 stipend to cover fertility adoption surrogacy pregnancy parenting and pediatric and menopause services<li> <li>401k plan with 4 employer matching on the total salary<li> <li>Paid parental leave to support you and your little ones<li> <li>Wellbeing support with qualified therapist<li> <li>Monthly perk stipend to choose the perks that matter most to you<li> <ul><p><br ><p><p>For more information on your privacy rights please click here Adjusts California Resident Privacy Notice<p> <div> <div> <div><br ><br ><p>Adjust provides a competitive total compensation package with a pay for performance rewards approach Total compensation at Adjust is based on a number of factors including market location and may vary depending on jobrelated knowledge skills and experience Depending on the position offered signon payments and other forms of compensation may be provided as part of a total compensation package in addition to a full range of medical and other benefits<p> <div> <p>The expected base pay range for this CA based position is<p> <p><span>$60000<span><span><span><span>$65000 USD<span><p> <div> <div> <div> <p>More details about our company culture and perks can be found on our career page<p> <p><strong>Interested Lets Talk <strong><p> <p><br ><br ><p><p>We understand that<strong> <strong><strong>imposter syndrome <strong>may sometimes hinder exceptional candidates from applying So dont hold backapply with confidence <strong>Were excited to hear from you and cant wait to chat<strong><p> <p><br ><br ><p><p><strong>Equal opportunity employer<strong><p> <p><span>Adjust is proud to be an equal opportunity employer We champion a diverse and inclusive culture in all of our offices around the globe We understand that all candidates are individuals with unique backgrounds and talents At Adjust we assess candidates on qualifications merit and business needs We do not discriminate based upon race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity veteran status or other applicable legally protected characteristics If you see a position that excites you please apply We would love to have you join us in our mission to build a global tech company where were all proud to belong to<span><p> <p><br ><br ><p><p><span>⚠ Adjust works with applicants through our Careers page and adjustcom email addresses If you are contacted through other unofficial channels it may not be legitimate Confirm the information here and feel free to apply directly below <span><p> <p><br ><p><div>

Director of Customer Success

Company: PayZen

Location: San Francisco, CA

Posted Feb 25, 2024

PayZen, a Series A startup, is seeking a Customer Success Director with at least 6 years of experience in FinTech or healthcare. The role involves owning relationships with enterprise-level customers, analyzing data, generating insights, and driving actions to complete plans. The company offers an opportunity to positively impact patients' lives, a flexible lifestyle, and competitive pay. PayZen aims to revolutionize medical payments and improve healthcare affordability.

Life Sciences Principal

Company: PicnicHealth

Location: San Francisco, CA

Posted Feb 24, 2024

PicnicHealth, founded in 2014, is a healthcare company that builds deep observational and real-world outcome datasets. They work directly with patients to transform messy medical records into structured, research-ready datasets. The company has partnered with 12 of the top 20 biopharma companies and has raised over $100 million in venture capital. They are seeking a Life Sciences Principal to spearhead new business development, navigate complex sales cycles, and serve as a trusted expert on RWD and observational studies. The ideal candidate should have 6+ years of experience in selling RWD/RWE solutions to the biopharma industry, a strong understanding of the life sciences industry, and exceptional communication and persuasion skills.

Styling Project Manager

Company: REVOLVE

Location: Los Angeles, CA

Posted Feb 26, 2024

REVOLVE is a next-generation fashion retailer that connects with the next generation of consumers and redefines fashion retail for the 21st century. The company offers a dynamic platform, a vast curated offering, and a trusted, premium lifestyle brand. REVOLVE is looking for a candidate to work with the Editorial Styling department, acting as a liaison between all studio departments and Editorial Production to execute successful shoots daily.

Head of Credit (San Francisco)

Company: PayZen

Location: San Francisco, CA

Posted Feb 25, 2024

PayZen is seeking a Head of Credit to manage credit losses, forecast potential losses, and drive profitability through sophisticated credit and pricing strategies. The role involves managing engagements from enrollment to delinquency, providing analytics on business performance, and recommending risk mitigation strategies. The ideal candidate will have a quantitative background, extensive credit risk management experience, and the ability to work in a fast-paced environment. PayZen offers an opportunity to positively impact patients' lives, a flexible lifestyle, and competitive compensation.

Summer Analyst, Hardware

Company: Anzu Partners

Location: San Diego, CA

Posted Feb 25, 2024

channels, pricing, etc.) Anzu Partners has offices in San Diego, CA, Boston, MA, Washington, DC, Atlanta, GA, and Tampa, FL. Qualifications Currently pursuing an MBA with a BS or MS degree in computer or hardware engineering, or related areas Strong communication and presentation skills, including written, oral, and digital Demonstrated strong academic ability Strong personal drive and ability to operate independently when needed Experience working with early-stage companies or startups preferred, but not required While Anzu Partners focuses primarily on the United States and Canada, we have invested in companies with substantial operations in Europe, Singapore, and Australia. Our companies deliver strong returns for our investors, whether through public listing via IPO or acquisition by larger industrial players such as Siemens, and drive discoveries that improve our world. for growing companies Key activities in investment include: Conducting initial screening on potential investments Diligence with company, customer and competitor interviews when appropriate Analyzing financial projections and proposed deal terms The position is based out of our San Diego office and reports directly to a Partner. Our portfolio includes companies that have achieved breakthroughs in the physical sciences, engineering the world’s first high performance rare-earth free permanent magnets for sustainable electrification, and the life sciences, such as developing the highest resolution single-cell gene sequencing solution for understanding diseases and discovering treatments. In 2022, we closed our third fund with more than $200M in committed capital. In 2019, we launched our second industrial and life science technology fund, Anzu Industrial Capital Partners II, with $190m in committed capital and an expanded set of institutional investors. Key activities in portfolio support include: Supporting fundraising activities for portfolio companies Analyzing product fit to the target market and any potential adjustments needed Developing commercial strategies (e.g.

Manager - Accounting and Transaction Advisory Services

Company: CNM LLP

Location: Los Angeles, CA

Posted Feb 25, 2024

CNM LLP, a reputable technical advisory services firm, is seeking a Manager for their high-performing ATS team in Los Angeles. The role involves managing strategic technical accounting advisory engagements, leading multi-disciplinary teams, and serving as a Subject Matter Expert on complex accounting issues. The firm offers a hybrid work environment, competitive compensation, and a comprehensive benefits package, including medical, dental, vision plans, 401(k) match, and various wellness benefits. CNM LLP is recognized for its exceptional work environment and commitment to excellence, having been named a Great Place to Work for three consecutive years and one of the Best Places to Work in Los Angeles and Orange County.

Software Engineer

Company: Standard Metrics

Location: San Francisco, CA

Posted Feb 24, 2024

We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Expertise in modern infrastructure (Kubernetes, Terraform, AWS, CircleCI, etc.). On a recurring basis, we fly the whole team out to an exciting destination to plan, bond, and innovate. Expertise in a modern web framework (Django, Rails, Express, Gin, etc.). Expertise in a modern SPA framework (React, Angular, Vue, etc.). Understanding and adherence to modern software development practices (Gitflow, continuous integration, peer reviews, etc.). Regular offsites: While we are a remote first company and build our communication, processes, and structures with a dispersed workforce in mind, we also love getting the team together. If you need additional accommodations to feel comfortable during your interview process, reach out at [email protected]. Internationally we match parental leave standards in your area. For international roles, we aim to pay top of market for your country.

Summer Analyst, Battery

Company: Anzu Partners

Location: San Diego, CA

Posted Feb 25, 2024

channels, pricing, etc.) Anzu Partners has offices in San Diego, CA, Boston, MA, Washington, DC, Atlanta, GA, and Tampa, FL. Qualifications Currently pursuing a Bachelors, Masters or PhD degree in Material Science, Engineering, Physics, Chemistry or a related degree with a focus on battery technologies Strong communication and presentation skills, including written, oral, and digital Demonstrated strong academic ability Strong personal drive and ability to operate independently when needed Experience working with early-stage companies or startups preferred, but not required Support Anzu energy PC companies, primarily South 8, AM Batteries, 6K, and Voltaiq The position is based out of our San Diego or Boston office and reports directly to an Investment Director. While Anzu Partners focuses primarily on the United States and Canada, we have invested in companies with substantial operations in Europe, Singapore, and Australia. Our companies deliver strong returns for our investors, whether through public listing via IPO or acquisition by larger industrial players such as Siemens, and drive discoveries that improve our world. for growing companies Key activities in investment include: Conducting initial screening on potential investments Diligence with company, customer and competitor interviews when appropriate Analyzing financial projections and proposed deal terms Key summer activities: Assist in landscaping thesis work in cleantech/decarbonization – focus on energy storage and electrification. Our portfolio includes companies that have achieved breakthroughs in the physical sciences, engineering the world’s first high performance rare-earth free permanent magnets for sustainable electrification, and the life sciences, such as developing the highest resolution single-cell gene sequencing solution for understanding diseases and discovering treatments. In 2022, we closed our third fund with more than $200M in committed capital. In 2019, we launched our second industrial and life science technology fund, Anzu Industrial Capital Partners II, with $190m in committed capital and an expanded set of institutional investors.

Customer Success Manager

Company: Windfall

Location: San Francisco, CA

Posted Feb 24, 2024

<p><span>As a Customer Success Manager on the Commercial team you will be a strategic advisor for our product offering to customers ensuring their success and maximizing their value from Windfalls solutions You will take ownership of approximately 30 key accounts guiding them through the entire lifecycle from onboarding to expansion Your role will also be instrumental in driving Windfalls growth by implementing scalable processes<span><p> <p><br ><p> <p><span>Our mission is to revolutionize how organizations perceive and leverage people data We are unwavering in our core values 1 Champion exceptional communication 2 Embrace transparency in all operations 3 Provide empowerment not just optimization 4 Make a meaningful impact daily and 5 Uphold integrity and trust in all actions<span><p> <p><b>Responsibilities<b> <p><ul><li>Own endtoend customer experience including onboarding product adoption and usage implementation of best practices and growth <li> <li>Identify new opportunities within the customer base including potential for increased sales enhanced analytics and broader marketing initiatives<li> <li>Proactively manage relationships within customer teams including multithreading across departments and levels and adapting to changes like new team hires and departures<li> <li>Actively track manage and promote best practices regarding platform and data usage including logins and data utilization<li> <li>Develop internal playbooks and customerfacing content including best practices Guides and thought leadership pieces<li> <li>Develop and implement efficient processes to enhance customer engagement and satisfaction<li> <li>Actively manage Annual Recurring Revenue ARR through active retention and identification of upsell opportunities<li> <li>Contribute to strategic projects and the Customer Success roadmap to drive continuous improvement<li> <li>Partner with other Windfall departments on internal enablement webinars and internal or customerfacing documentation<li> <li>Lead efforts to validate and enhance the effectiveness of Windfalls offerings<li> <p><br ><p> <ul><p><b>Requirements<b> <p><ul><li>Bachelors degree MBA is a plus<li> <li>At least 3 years of experience in analytical customerfacing roles eg consulting customer success growth strategy marketing<li> <li>Established track record of building relationships and presenting to Directors VPs and Clevel executives<li> <li>Passion for learning<li> <li>Experience with CRMs with a preference towards Salesforce and HubSpot<li> <ul><p><b>Preferred Requirements<b> <p><ul><li>Prior startup experience particularly in B2B SaaS or data companies<li> <li>Proficiency in advanced PowerPoint with high design standards and intermediate Excel including pivots<li> <li>Familiarity with digital marketing andor data ecosystems<li> <ul><p><b>Attributes of Successful Candidates<b> <p><ul><li>Thrives in the challenges of startups motivated by the opportunity for rapid learning and growth rather than a traditional 9to5 routine<li> <li>Exemplary organizational skills and meticulous attention to detail coupled with a commitment to task completion and thoroughness<li> <li>Outstanding verbal and written communication skills capable of simplifying complex issues and adjusting communication styles for diverse audiences<li> <li>Highly analytical and adept at problem solving<li> <li>Teamoriented attitude even in remote work settings Contribute share expertise take accountability and foster empathy in relationships<li> <ul><p> <p><p><b>Additional Information<b><p> <p>The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across California and Colorado Within the range individual pay is determined by work location and additional factors including jobrelated skills experience and relevant education or training We also offer a comprehensive benefits package which you can explore on our careers site<p> <p><br ><p> <p><b>California<b> Salary range is <span>$75150k<span><p> <p><b>Colorado<b> Salary range is <span>$65135k<span><p> <p><br ><p> <p><b>About Windfall<b><p> <p>Windfall is a people intelligence and AI company that gives gotomarket teams actionable insights By democratizing access to people data organizations can intelligently prioritize gotomarket resources to drive greater business outcomes Powered by bestinclass machine learning and propensity modeling Windfall activates insights into workflows that engage the right people for each respective organization More than 850 datadriven organizations use Windfall to power their business<p> <p><br ><p> <p><b>We comply with CCPA <b>For more information on how we comply review our privacy notice<p> <p><p>

Solutions Architect (Los Angeles)

Company: OpenDrives

Location: Los Angeles, CA

Posted Feb 23, 2024

OpenDrives, a rapidly growing data services company, is seeking a Solutions Architect based in the Los Angeles Metropolitan Area. The role involves analyzing, qualifying, and certifying OpenDrives' products with other industry standards, hardware, and software technologies. The ideal candidate should have a strong background in media applications and workflows, high performance physical storage systems, file systems, network protocols, and Linux, MacOS, and Windows administration. The position offers a competitive salary range of $125,000.00 - $175,000.00 USD annually, along with a range of benefits including flexible schedule, health insurance, and a culture of empathy and empowerment.

Senior Software Engineer, Ruby on Rails, Backend

Company: Synack

Location: San Francisco, CA

Posted Feb 23, 2024

<p>At Synack we create technology that unleashes the best cybersecurity talent to secure our digital world<p> <p>We protect leading global organizations by reducing companies security risk and increasing their resistance to cyber attack How do we do this By utilizing the worlds best and most trusted team of ethical hackers who test through our powerful and controlled platform to deliver real security without compromise<p> <p>Backed by toptier venture capital firms including Kleiner Perkins Caufield amp Byers Microsoft and Google Ventures Synacks mission is to leverage global security talent coupled with advanced technology to help enterprises discover security vulnerabilities before they become business problems Discover the possibilities at Synack<p> <p>Are you ready to leverage your software development skills to build a platform that is transforming cybersecurity As a Senior Software Engineer Ruby on Rails Backend you will be part of a fastpaced collaborative team developing our cybersecurity platforms You will be a critical contributor to the development of the system while implementing engineering best practices If you enjoy pivoting between different problems and meeting new challenges every day while developing a solution that is mission critical to the organization this role is for you Sounds interesting Keep reading<br ><strong><span>Please note<span> <strong>This is a remote position based in San Francisco Bay Area CA We can only hire US citizens for this position due to federal government contract requirements<p> <p><strong>Heres what youll do<strong><p> <ul><li>Design develop and maintain highly scalable and available microservices hosted on Google Cloud Platform and Azure<li> <li>Collaborate with the product team and engineering leadership in requirements gathering planning and estimation<li> <li>Architect and implement business logic in Ruby on Rails backend and Relational data store<li> <li>Develop and evolve APIs to interface with Web UI<li> <li>Write clean maintainable and efficient code following our coding standards<li> <li>Identify and resolve performance bottlenecks bugs and backend issues<li> <li>Participate in system design code reviews and production releases<li> <li>Contribute to our technical documentation and update system and data flow diagrams as you introduce new features<li> <ul><p><strong>Heres what youll need<strong><p> <ul><li>8+ years designing and building dynamic production solutions<li> <li>Solid understanding of objectoriented programming<li> <li>8+ years in a Ruby on Rails<li> <li>2+ years experience with building and deploying containerized applications K8s is a bonus<li> <li>Solid backend experience with background jobs processors such as SideKiq<li> <li>Experience with queue and messaging solutions such as PubSubKafka<li> <li>Experience designing and building RESTful APIs<li> <li>Experience with testing tools such as Rspec Jest TestCafe React Testing Library<li> <li>Understanding of various database systems such as RDBMS and NOSQL<li> <li>Experience working with cloud hosted environments <li> <ul><p><strong>Great to have <strong><p> <ul><li>2+ years using ReactJSRedux or other JavaScript frameworks and libraries<li> <li>2+ years of experience with Golang<li> <li>Experience with GCP<li> <li>Experience working in Cyber security problem space<li> <ul><p><strong>Ready to join us<strong><p> <p>Synack is committed to embracing diversity Our people are our strength Each addition to our team is an opportunity to grow and diversify our ideas experiences and viewpoints We strive to be inclusive of Race Ethnicity Religion Sex LGBTQ+ Veterans Disabilities and Age Synack welcomes you<p> <p>As a candidate Synack cares about your privacy Please view our candidate privacy policy here<p> <p><strong>$115000 $230000 py<strong> Salary is determined by a combination of factors including location level relevant experience and skills The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations The compensation package for this position may also include equity and benefits<br >For more details about our benefits please see here Then for the Employer code enter <strong>synack<strong><p>

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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