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.

Head of Data Engineering

Company: Atlassian

Location: San Francisco, CA

Posted Dec 17, 2023

To ensure that our products and culture continue to incorporate everyone's perspectives and experience, we never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Our offerings include health coverage, paid volunteer days, wellness resources, and so much more. Base pay within the range is ultimately determined by a candidate's skills, expertise, or experience.In the United States, we have three geographic pay zones. Simply inform our Recruitment team during your conversation with them.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.To learn more about our culture and hiring process, visit go.atlassian.com/crh . You will lead a world-class data engineering practice, shape up technical strategy and data architecture, and develop data products to enable reporting, analytics, data science, machine learning, and AI workloads.As the data domain specialist, you will partner with IT, data platform, product engineering, analytics teams and data scientists to support multiple programs. You have a sense of fiscal discipline, manage tight budgets, and guide cost efficiency.You have experience managing managers and a record of attracting and growing data talent through hiring, mentoring, and hands-on career development. All your information will be kept confidential according to EEO guidelines.To provide you the best experience, we can support with accommodations or adjustments at any stage of the recruitment process. Visit go.atlassian.com/perksandbenefits to learn more.About AtlassianAt Atlassian, we're motivated by a common goal: to unleash the potential of every team. You foster an inclusive environment where all points of view are welcomed and encouraged.On your first day, we'll expect you to have:15+ years of experience in building and scaling data teams with a focus on data strategy, infrastructure planning, architecture, and data products 10+ years of experience leading data engineering teams, experience managing managers of managers, and experience scaling organizations with over 75 engineers across geographies 10+ Years of experience delivering data and analytics solutions for product teams Product sense with an understanding of product drivers and of how to guide value using data across the organization Demonstrated experience developing influential relationships and trust with senior leaders across different departments Prior experience partnering with Analytics , Data Science, Engineering and Product Management teams Experience building Microservices and RESTful APIs Experience implementing DevOps best practices within the data platform, including solutions for CI/CD, data observability, monitoring, and lineage Experience with BI tools like Tableau, Amplitude, and Redash A graduate degree in Computer Science or a similar subject area It's great but not required if you have:Experience working for SAAS companies Experience with Machine Learning Committed code to open source projects Compensation At Atlassian, we strive to design equitable and explainable compensation programs. Team collaboration through our tools makes what may be impossible alone, possible together.We believe that the unique contributions of all Atlassians create our success.

Director of HR

Company: ATTN

Location: Los Angeles, CA

Posted Dec 18, 2023

ATTN is seeking a Director of Human Resources with 7+ years of experience in HR business partnering. The role involves building strategic partnerships, providing compensation support, and understanding business strategy. The candidate must have proficiency in all HR processes, knowledge of federal and state laws, strong planning and project management skills, and excellent interpersonal skills. The position offers a salary range of $120,000 - $180,000 and is based in Los Angeles with a hybrid work model.

UX Designer

Company: R-Zero

Location: San Francisco, CA

Posted Dec 22, 2023

Healthcare benefits (medical, dental, vision) starting on day one. We offer coverage for employees, their spouses/domestic partners, and their children. You may be just the right candidate for this, or another opportunity.By submitting your application, you acknowledge that you freely give informed consent to the collection, processing, use, and storage of your personal informationas described therein. Key Responsibilities Create, align, and continuously improve a unifying vision for our end-to-end customer experience, encapsulating customer education, pre-sale interactions, product onboarding, as well as steady-state product usage. Define UX framework and information architecture to create a best-in-class end-to-end customer-centric experience, which may include: writing user stories, feature mapping, persona development, user and business goal analysis, creating a design system, workflow, and information architecture documentation Independently develop and deliver high-level storyboards, prototypes, wireframes, and high-fidelity designs to effectively communicate design strategies and detailed interaction behaviors. Working collaboratively with engineers, product managers, executives, and R-Zero teammates across the organization, you will lead all design aspects throughout the strategy, research, concept, and development life-cycle. In addition to competitive base bay, every member of our team receives equity. Champion a user-centered design process throughout the organization including a customer research process with best practices Deeply understand our mission, organizational goals, science and technology, products, customer needs, and user psychology Provide competitive analysis and stay informed on industry design trends Collaborate with executives, product managers, and engineering to design and deliver solutions that effectively achieve business goals Qualifications 5+ years of progressive experience in UX/UI design 3+ years of ownership of information architecture and UX framework 3+ years of experience in fast-paced environments; Enterprise SaaS startup experience heavily preferred Proficiency in Adobe Creative Suite, Invision, Sketch, Zeplin, or other prototyping and visualization software Knowledge of Principle, Framer, or HTML a plus R-Zero’s benefits program underscores our commitment to health equity and care for all people–including our employees. We are committed to a policy of EqualEmployment Opportunity and do not discriminate against an applicant or employee on the basis of any legally recognized protected basis under federal, state, or locallaw, including the San Francisco’s Fair Chance Ordinance.Studies show that women and people of color tend not to apply for jobs if they don’t meet every single qualification. 12 weeks paid parental leave for all genders 401(k) program starting on day one Coverage for mental health care, with in-person and virtual treatment options AD+D and life insurance R-Zero is an equal opportunity employer, committed to creating a diverse and inclusive global work environment.

Sr Community Operations Manager

Company: Adobe

Location: San Francisco, CA

Posted Dec 17, 2023

We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Outstanding ability to program manage complex operations, understand the what, why, when, how and who to drive better solutions, and proactively design, implement, and lead change initiatives. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Proven history of being a self-starter, resourceful, and able to prioritize and operate in a fast-paced ambiguous environment with multiple, changing objectives. Drive the operating cadence for the Community organization, including the weekly leadership team meetings, monthly All-Hands, annual and multi-year/strategic-planning, and business performance reviews to evaluate progress towards goals. At Adobe, for sales roles starting salaries are expressed as total target compensation (TTC = base + commission), and short-term incentives are in the form of sales commission plans. In addition, certain roles may be eligible for long-term incentives in the form of a new hire equity award. Evolve operations for the global Community organization, including establishing standard methodologies, optimizing processes, and driving team synchronicity, engagement and effectiveness, and identify areas of improvement across the broader team by providing actionable insights and recommendations and enhancing transparency on performance and progress. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email [email protected] or call (408) 536-3015.

Mechanical Engineer

Company: Fluidra North America

Location: San Diego, CA

Posted Dec 20, 2023

Fluidra recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, or any legally protected characteristic. Smith, and Zodiac®. The actual salary offer will carefully consider a wide range of factors, including skills, qualifications, experience and location. Fluidra offers a comprehensive total rewards / benefits program that includes base salary, annual bonus based on performance of individual and company objectives, competitive 401K matching, paid vacation and sick time, full range of health benefits, educational assistance, etc. We also sell products under the Cover‐Pools®, iAquaLink®, Grand Effects® , Dell® and Nature2® names. We take our mission to heart, and our employees embody these guiding principles in everything we do: passion for success, honesty & trust, customer collaboration, teamwork and inclusion, learn and adapt, excellence and innovation. Electrical Acumen: Experience with electrical and electronic systems, along with knowledge of electronic components, motors, electrical hardware, assemblies, etc., is a plus. On-site gym, ping-pong, foosball, outdoor bocce ball court, BBQ & firepit Generous product discounts WHO WE ARE Fluidra is a publicly listed company focused on developing innovative products, services and IoT solutions for the residential, commercial and wellness pool markets, globally. At Fluidra, we thrive on building an inclusive workspace, so if you are excited about this role and your past experience doesn't align perfectly, we encourage you to apply anyways! The company operates in over 45 countries, has over 7,000 employees and owns a portfolio of some of the industry’s most recognized and trusted brands: Polaris®, Jandy®, CMP, S.R.

IT Consultant (IT Help Desk Consultant)

Company: Jones IT

Location: San Francisco, CA

Posted Dec 17, 2023

Some experience with desktops, laptops, Macs, email, cloud services, malware/virus removal, and basic networking preferred. College degree. Some Customer Service experience. You possess some knowledge of operating systems, desktop applications, email clients, and basic networking. You give attention to detail. We have an ever-growing team of highly skilled engineers and consultants coming from diverse backgrounds, all very passionate about technology, and more importantly, we all believe in delivering service with a smile. Education/Experience Nice-to-haves (Optional): 1-3 years of experience. NOTE: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. You are considered fully "up-to-date" on vaccines/boosters based on CDC guidance (https://www.cdc.gov/coronavirus/2019-ncov/vaccines/stay-up-to-date.html). You are able to manage a variety of tasks, technical as well as administrative, at one time.

Founding Enterprise Account Executive

Company: Pilot AI

Location: San Francisco, CA, US / New York, NY, US / Remote (US)

Posted Dec 24, 2023

Compensation Compensation is $100K base and 10% commission. This includes being ****capable of engaging in business and technical conversations You have an in-depth understanding of the buyer journey and can lead a complex multi-party sale in a highly consultative manner deeply understanding their sales organization and how a product like Pilot AI can be a critical component of that. Ability to navigate large organizations’ political landscape to maintain and expand relationships at all levels Extreme Curiosity: digging and digging and not being satisfied until you truly understand the root cause You must have a strong sense of urgency and ability to excel in a fast paced and dynamic environment Excellent communication and interpersonal skills with ability to cultivate stakeholder relationships Excellent written and verbal communication skills - able to simplify complex topics in a friendly and approachable manner Critical thinker extremely curious and persistent with strong ability to conduct deep discovery challenge assumptions and handle objections Must be based in North America with ability and willingness to occasionally travel (for example to conferences and prospect visits and offsites) A track record of developing a greenfield territory adding net new logos in an Enterprise software role Demonstrated ability to generate and execute against a plan to ensure deep penetration into and closing of enterprise accounts Nice to Have Have experience selling into sales organizations interfacing with all stakeholders from individual sales reps to manager revenue operations to the VP sales and CRO. Hunter mentality with solid Sales DNA and appetite for continual learning Competitive tenacious & persistent: You love winning and relish doing what it takes Resourceful scrappy & creative: you look for ways through problems and refuse to let obstacles derail your progress. A creative mindset with the ability to think outside the box to complex situations Adaptability: You can adapt to changing conditions on the fly to achieve your goal Proactive self-sufficient & relentlessly driven Execution Focused You are used to uncovering pain points and building value in competitive situations. Pilot AI is backed by the top founder and silicon valley VCs including YC Soma Capital Pioneer Fund Emmett Shear (Twitch) Aarash Ferdowsi (Dropbox) Samvit Ramadurgam (Forge). Run a full-cycle enterprise sales process Hunt for and prospect into new logos and build a named accounts list Build and execute account plans to win your named accounts - identify key decision makers buying processes and close deals booking and owning discovery calls Navigate an enterprise to map stakeholders build champions generate buy-in and close deals with C-Level decision makers The instincts to recognize organizational financial and behavioral structures and obstacles Exhibit business acumen and strategic thinking on a high level with the ability to go deep into an account and consult on and align with their global strategy Be a consultative trusted advisor for the customer by building in-depth relationships and understanding the business goals and objectives running product demos negotiating terms signing contracts Onboard the customer onto Pilot AI (With support from the team) Meet or exceed monthly quarterly and yearly revenue targets Develop deep knowledge of our products and clearly articulate their value proposition to stakeholders at all levels Exhibit deep and up-to-date knowledge of our product portfolio to communicate the benefits of new features and enhancements Establish and nurture lasting relationships with stakeholders and decision-makers at both prospects and customers Establish credibility and trust with front line leaders and executives by demonstrating strong business acumen and understanding of workflows and pain points Capture feedback from prospects on their needs wants and pains and share that feedback with product and engineering teams to develop our product roadmap Represent both market trends and client needs to the Executive and the Product teams to ensure we are both serving current needs well and evolving our products and portfolio to identify future client needs Iterate on goals strategies and tactics to close new logos in new industries Test sales motions pitches value props provide feedback on what tactics are most effective and develop and recommend sales strategies You may be asked to travel and represent Pilot AI at national and regional industry conferences Requirements You enjoy planning adjusting executing winning and celebrating as a team Proven top performer as a quota carrying rep with a consistent track record of overachieving quota 3+ Years of selling in the enterprise segment Extreme ownership: Your job isn’t done until the job is done. We are on a mission to build the technology that will power and inform the next generation of sales organizations and empower the next generation of superstar sales reps. Role & Responsibilities If you thrive on closing deals learning and are looking for an opportunity to make a significant impact this role could be a perfect fit. Why you should Apply Join a world-class team in a booming space on the ground floor to do your best work ever grow faster than you ever have and have a blast while doing it! Our customers include Vouch Deepgram Fleet Space and other companies across a wide range of industries.

Finance Manager, Corporate FP&A

Company: Plaid

Location: San Francisco, CA

Posted Dec 21, 2023

Plaid, a fintech company, is seeking a Corporate FP&A professional with 8+ years of experience. The role involves managing financial models, providing insights on performance, and driving growth. The candidate should have expert modeling skills, knowledge of SaaS business models, and understanding of US GAAP reporting standards. Plaid values diversity and is committed to equal opportunity employment.

Operations & Customer Success

Company: Pilot AI

Location: San Francisco, CA, US / New York, NY, US / Remote (US)

Posted Dec 24, 2023

Pilot AI is a sales technology company that uses AI to automate CRM tasks, insights, and coaching. They are backed by top VCs and aim to empower the next generation of sales reps. The company is seeking a Business Operations Generalist to establish operational foundations, manage customer relationships, and drive strategic projects. The ideal candidate should be flexible, adaptable, and have strong analytical and communication skills. They should also be comfortable with ambiguity and have experience in business operations or management consulting.

Enterprise customer success manager

Company: Writer

Location: San Francisco, CA

Posted Dec 20, 2023

The text describes a job opportunity for an Enterprise Customer Success Manager at a generative AI company. The company's product is highly differentiated and has a strong market presence, with high Net and Gross Retention Rates. The role involves managing customer relationships, driving adoption and value, and ensuring customer success. The ideal candidate should have extensive experience in CSM roles in Enterprise B2B SaaS, a proven track record in exceeding GRR and NRR targets, and strong skills in change management and stakeholder relationship building. The company values diversity and offers comprehensive benefits.

Electronics Hardware Engineer

Company: Fluidra North America

Location: San Diego, CA

Posted Dec 17, 2023

Fluidra recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, or any legally protected characteristic. Smith, and Zodiac®. The actual salary offer will carefully consider a wide range of factors, including skills, qualifications, experience and location. Fluidra offers a comprehensive total rewards / benefits program that includes base salary, annual bonus based on performance of individual and company objectives, competitive 401K matching, paid vacation and sick time, full range of health benefits, educational assistance, etc. We also sell products under the Cover‐Pools®, iAquaLink®, Grand Effects® , Dell® and Nature2® names. We take our mission to heart, and our employees embody these guiding principles in everything we do: passion for success, honesty & trust, customer collaboration, teamwork and inclusion, learn and adapt, excellence and innovation. Analytical, flexible, and able to work on multiple tasks simultaneously. On-site gym, ping-pong, foosball, outdoor bocce ball court, BBQ & firepit Generous product discounts WHO WE ARE Fluidra 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 7,000 employees and owns a portfolio of some of the industry’s most recognized and trusted brands: Polaris®, Jandy®, CMP, S.R. At Fluidra, we thrive on building an inclusive workspace, so if you are excited about this role and your past experience doesn't align perfectly, we encourage you to apply anyways!

Central Associate Advisor

Company: Frost Bank

Location: San Antonio, TX

Posted Dec 17, 2023

At Frost, it's about being part of something bigger. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. This includes: Medical, dental, vision, long-term, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! If this sounds like you, we encourage you to apply and see what's possible at Frost. Monitor and execute trades Perform all other duties as assigned What you'll need: 2+ years Investment Services experience FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 120 days General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days Excellent written and verbal communication skills Proficient in Microsoft computer applications Our Benefits At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. What you'll do: Service existing small accounts (generally less than $50,000 in assets) within Frost Brokerage Assist house account customers as needed, providing investment recommendations based on client risk tolerance, goals, objectives, and preferences Maintain in-depth knowledge of systems that provide financial advice to customers; answer questions from clients regarding what actions they could take given this investment advice Communicate with house account customers to facilitate the buying or selling of appropriate mutual funds, stocks, bonds, and annuities. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. At Frost, it's about more than a job. Who you are: As a Central Associate Advisor, you will be responsible for the servicing of smaller Frost Brokerage accounts.

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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