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.

Senior Associate, Strategic Finance

Company: Carta

Location: San Francisco, CA

Posted Dec 03, 2023

As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Salary Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. At Carta, you’re not just an employee. Strong financial modeling skills and quantitative analysis abilities Strong written and oral communications skills Strong knowledge of generally accepted accounting principles Ability to work independently in a fast paced, quickly changing environment Attention to detail and the highest standards for accuracy and precision Experience with systems such as Netsuite, Coupa, Workday, Salesforce, G-Suite, Office, etc. Find out more here and here. Our minimum cash compensation (salary + commission if applicable) range for this role is: $125,000 - $148,000 in San Francisco, CA Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. If accommodations due to a disability or medical condition are needed, connect with us via email at [email protected]. The Problems You’ll Solve Build partnership with Sales and Marketing teams by delivering financial results, identifying issues and emerging trends, and providing workforce management decision support. Provide analytical support, develop actionable insights throughout the headcount and capacity planning process and drive alignment between GTM, Finance, and Recruiting teams Operationalize strategic objectives through target setting and incentive alignment Lead recurring BvA analysis and GTM close processes to deliver monthly/quarterly analysis and reporting of the business' financial results including variances to plan, ensuring key issues, risks, and business drivers are understood and highlighted Coordination with Corporate Finance to ensure accuracy of forecasting/actuals in all internal reporting tools.

Mid-market account executive

Company: Writer

Location: San Francisco, CA

Posted Dec 03, 2023

We don't make hiring or employment decisions based on race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other basis protected by applicable local, state or federal law. Besides smart, sincere colleagues and a vibrant work environment, we are proud to offer: Employer-covered medical plans, dental, vision, and life insurance FSA Competitive parental leave policy (parents actually work here!) Under the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Visit us here 🍩 Benefits We don’t spend frivolously, but we do take care of our own. Your positivity, sense of curiosity, and ability to create champions from early adopters in the AI space will help shape our entire culture. 5+ years in a B2B SaaS closing role focused on midmarket (1k+ employees); extra points for experience selling to leadership in marketing, brand, product Demonstrable, consistent performance meeting and exceeding quota Experience helping prospects build a business case to secure executive sponsorship Experience with value-based selling (but still know the product almost as well as CS 🤓) Experience working with legal, security, and/or procurement teams to win deals Strong written and verbal communication skills Strong sales process: you are thoughtful about how to make sales repeatable for yourself Comfortable asking the tough questions, working cross-departmentally, and working under high pressure Record of building strong and lasting customer relationships Extremely organized and self-motivated; a detailed note-taker Knowledge of editorial processes a huge plus: if you edited your high school newspaper or majored in English Literature, can you pretty please apply? Our product is highly differentiated, our roadmap is transformative, and our customers are happy and vocal. 🦸🏻‍♀️ Your responsibilities Develop a deep understanding of our users and why they are exploring Writer Become a trusted product specialist, educating users on how to set up Writer to unlock value, going hands-on where needed Become an expert in the wide range of use cases in which Writer can drive business transformation across different industries Qualify inbound leads and guide them through the evaluation process Generate pipeline from ICP accounts via value-driven outbounding Guide prospects through trials with clear criteria for success; pull in key stakeholders early and help the team reach Buy consensus Collect and share product insights that help product identify both scalable and unscalable ways to educate and activate the user base on the product Lead champions through their internal budgeting, legal, security, and procurement processes (this is an evangelical sale where there is rarely an existing line item for the solution) ⭐️ Is this you? While most of your pipeline will come inbound, you'll also be responsible for generating pipeline from ideal customer profile (ICP) accounts within your account set. Generous PTO Company stock options 401k plan with employer matching Flexible schedules Writer is an equal opportunity employer and is committed to diversity.

Sr. Financial Analyst

Company: Fluidra North America

Location: San Diego, CA

Posted Dec 02, 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. Provide analytical, reporting, presentation, and Excel support to other departments as needed. 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!

Director, Customer Success

Company: SaaStr

Location: San Francisco, CA

Posted Dec 03, 2023

(But, if you have no interest in Slack/Box/Mailchimp/Hubspot at all, you won’t be happy here). Some experience with larger accounts, ideally at least a few at $100k+ Expert on client relationship management Passion for building relationships with your clients High attention to detail Experience working with Salesforce a plus Experience: BS/BA or equivalent >3.0 years of experience managing clients post-sales Experience visiting customers on-site & mapping out multiple stakeholders at company Demonstrable ability to communicate, present, and influence credibly and effectively at all levels of the organization, including executive and C-level executive. We will help you, support you, train you, and then you’ll help us do better here. SaaS/B2B experience helps a bit, but any client-facing experience is good if you also have a passion for business software. SaaStr has a huge global impact but is a very small team ( This role would report directly to our Operations team and also work very closely with our VP Sales and revenue team. As the fastest growing technology conference in the world, SaaStr will continue to add more and more strategic sponsors & partners, and with that will be a huge growth opportunity for this role. Your 1 KPI: Renewal revenue. This includes being the point of contact for strategic accounts, owning the orchestration of client deliverables, ensuring client success, and ultimately setting the client up to renew their sponsorship package. Responsibilities: Own increasing the revenue retention number for SaaStr Operate as the lead point of contact for any and all matters related to sponsors Execute sponsorship fulfillment and communicate all timelines and deliverables to your accounts Ensure the timely and successful delivery of our solutions according to customer needs and objectives Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders Build and maintain strong, long-lasting client relationships to ensure long term client satisfaction and referenceability Educate and drive adoption of SaaStr’s full sponsorship offerings, bringing in our sales team when necessary for demonstrations Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors through quarterly business reviews Develop new business with existing clients and/or identify areas of improvement to exceed sales quotas Forecast & track key account metrics in internal SaaStr meetings Assist with high severity requests or issue escalations as needed Skills: Experience in an account management capacity.

Head of People

Company: Niantic

Location: San Francisco, CA

Posted Dec 03, 2023

We have growing offices located in San Francisco, Sunnyvale, Palo Alto, Bellevue, Kansas, London, Tokyo, Hamburg, Hyderabad, and Zurich. Niantic is a hybrid first company. Niantic’s Lightship platform, which powers Pokémon GO, also supports the company's other games including Pikmin Bloom, Peridot and Monster Hunter Now. We're a hard-working, fun, and exciting group who value intellectual curiosity and a passion for problem-solving! We believe that in person interaction and collaboration fosters creativity, a sense of community, and is critical to our future success as a company. Individual pay within this salary range is determined by work location and additional factors, including assessed job-related skills, experience, and relevant education or training. Incubated out of the Maps team at Google, Niantic first created Ingress and then Pokémon GO, a cultural phenomenon and hit game played by tens of millions of people each month. Our mission emphasizes seeking and hiring diverse voices, including those who are traditionally underrepresented in the technology industry, and we consider this to be one of the most important values we hold close. Our hybrid work schedules allow for a mix of remote and in-office work. Developers use Niantic’s platform to build their own AR applications and experiences, either with the Lightship Platform or directly through the web with 8th Wall.

Sr HRBP, R&D

Company: Carta

Location: San Francisco, CA

Posted Dec 02, 2023

As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. You’re self-aware, resilient, and thrive in opportunities when learning new things You have great organizational skills, pay close attention to detail, and have an ability to complete competing priorities efficiently You have the ability to interface effectively with professionals at all levels of the organization And, you must maintain confidentiality and use outstanding judgment on a daily basis Salary Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. The Problems You’ll Solve Build strong relationships with employees, management, and the leadership team across R&D Deeply understand your business in order to provide customized consultation (not simply apply HR best practices) Influence our People Team strategy and programming to meet business objectives for the R&D organization Successfully influence by providing direction, knowledge, and support to create a high-performing organization (creative problem solving, not just ‘by the book’) Partner with the business to roll out key People initiatives (performance management, compensation, benefits, development programs, etc) in a way that works for their needs Provide guidance and input on major People initiatives within the department such as succession planning, compensation, promotions, lateral transfers, re-leveling, benchmarking, etc Provide creative and interactive solutions while being comfortable with ambiguity Build strong relationships with employees, management, and leadership team through coaching and mentoring The Impact You’ll Have You’ll be a trusted advisor and confidante to business leaders and Cartans in R&D. You’ll understand the business inside and out in order to solve problems that impact current Cartans, future Cartans and the leaders who support them. You will execute our People initiatives in a way that works for the organization you support, provide great customer support, and work with business leaders to establish, drive, and constantly evolve their People strategy in a way that is still connected with the rest of Carta, but uniquely ‘fit for purpose’ in their client group. If accommodations due to a disability or medical condition are needed, connect with us via email at [email protected]. Find out more here and here. ), and provide strategic and operational support to the leaders and functions we support. The HRBP role at Carta focuses on building those strong partnerships with the business, consistently seeks opportunities to problem solve for leaders, and provides both strategic and operational support to those leaders, knowing when to adapt to each. You will be able to build strong relationships with business leaders and cross-functional People partners by coaching, advising, and influencing outcomes that are best for Cartans.

Product Designer - New Grad

Company: Scale AI

Location: San Francisco, CA

Posted Dec 03, 2023

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or Veteran status. Our products power the world's most advanced LLMs, generative models, and computer vision models. We are trusted by generative AI companies such as OpenAI, Meta, and Microsoft, government agencies like the U.S. Army and U.S. Air Force, and enterprises including GM and Accenture. - Proficiency in Figma, product thinking, interaction design, and visual design. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants’ needs, provide our services, and comply with applicable laws. PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. - General domain knowledge of AI and machine learning, allowing you to design user interfaces for AI-powered applications. - An understanding of front-end development technologies, which can enhance collaboration with developers and facilitate smoother design implementation. - Experience designing B2B enterprise products, particularly on desktop interfaces such as dashboards and internal tools. If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at [email protected].

Song Sales Lead (Salesforce)

Company: Accenture

Location: San Francisco, CA

Posted Dec 03, 2023

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion, or sexual orientation. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. The work: Your role will require you to directly work with the client, the Accenture Account Leads and Salesforce, bringing ideas and innovation to designing, building, and running customer relationships, digital marketing, omni-channel solutions, sales operations, and customer success initiatives. For details, view a copy of the Accenture Equal Opportunity and Affirmative Action Policy Statement Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, New York, or Washington as set forth below and information on benefits offered is here. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 (877) 889-9009, send us an email or speak with your recruiter. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities.

Senior Customer Success Manager

Company: Own Company

Location: San Diego, CA

Posted Dec 02, 2023

We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status or disability status. The actual amount to be offered to the successful candidate will be dependent upon various factors such as education, training, skills, qualifications, competencies, years of experience, job-related knowledge, scope of the role, and location. Learn more at owndata.com. This role may also be eligible for unlimited PTO, generous medical benefits, a 401(k) savings plan with a 4% employer match, discretionary bonuses/incentives, and stock options. Data Analysis: Utilize data-driven insights to monitor customer health, identify trends, and implement proactive measures to enhance customer success. Thought Leadership: Demonstrate and inspire thought leadership which drives cross functional collaboration, improvements to Customer Success practices and accelerated customer value realization. As we scale to help all types of companies protect precious data, our team must reflect the diversity we serve. Your success will be measured by key performance indicators, including customer retention, renewal rates, upsell, cross-sell, expansion, and customer satisfaction. Customer Advocacy: Identify and recruit satisfied customers to become advocates, participate in case studies and user communities, and refer Own solutions to others. Your Work Experience Bachelor’s degree and 5+ years of relevant experience Proven experience in customer success within the SaaS industry Demonstrated experience developing customer success plans and enabling customer defined value to be realized Understanding of backup, recovery, archive and other data management and protection technologies preferred Salesforce end user proficiency is required, and Salesforce administration experience is preferred Experience using Gainsight as a Customer Success tool is preferred Ability to manage a portfolio of accounts of various sizes in a fast-paced, dynamic environment Able to operate effectively both independently and within a team Takes initiative, intellectually curious, and has a strong desire to learn Excellent communication, negotiation, and presentation skills Strong analytical and problem-solving abilities Results-driven with a track record of meeting and exceeding customer success targets Important Details This is a full-time position.

Director of Accounting

Company: Alo Yoga

Location: Los Angeles, CA

Posted Dec 03, 2023

Other rewards may include performance bonuses, long term incentives, a PTO policy, and many other progressive benefits. Global experience preferred. Superior attention to detail. Retail experience a plus. Lead due diligence, purchase accounting, finance integration, and stakeholder engagement associated with mergers and acquisitions. Please note that actual salaries will vary based on factors including but not limited to location, experience, and performance. Worked in a fast-paced environment. As such, on occasion and when applicable, there is the possibility that the final, agreed-upon base salary may be outside of the upper end of the range. Manage and lead accounting team. Please review our company California Job Applicant Privacy Policy HERE.

Software Engineer, Front-End (Feature Foundations)

Company: Grammarly

Location: San Francisco, CA

Posted Dec 02, 2023

We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, ancestry, national origin, citizenship, age, marital status, veteran status, disability status, political belief, or any other characteristic protected by law. Base pay may vary considerably depending on job-related knowledge, skills, and experience. This includes our employee resource groups, Grammarly Circles, which promote connection among those with shared identities, such as BIPOC and LGBTQIA+ team members, women, and parents. Write correct, concise, readable, and extendable code that leverages your knowledge of CS fundamentals, algorithms, and data structures. Our remote-first hybrid model enables a highly collaborative culture supported by our EAGER (ethical, adaptable, gritty, empathetic, and remarkable) values. We also celebrate our colleagues and accomplishments with global, local, and team-specific programs. Has experience building, deploying, and debugging production systems at scale. We support professional development and advancement with training, coaching, and regular feedback. We’re looking for someone who Embodies our EAGER values—is ethical, adaptable, gritty, empathetic, and remarkable. Sometimes, contribute to the various code bases using Java, C, Swift to build product end-to-end.

GenAI Workforce Operations Manager

Company: Scale AI

Location: San Francisco, CA

Posted Dec 02, 2023

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or Veteran status. Our products power the world's most advanced LLMs, generative models, and computer vision models. You’ll also receive benefits including, but not limited to: Comprehensive health, dental and vision coverage, retirement benefits, a learning and development stipend, and generous PTO. We are trusted by generative AI companies such as OpenAI, Meta, and Microsoft, government agencies like the U.S. Army and U.S. Air Force, and enterprises including GM and Accenture. Compensation packages at Scale include base salary, equity, and benefits. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants’ needs, provide our services, and comply with applicable laws. Solid project management abilities, including the ability to prioritize tasks, manage resources, and meet deadlines. PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position, determined by work location and additional factors, including job-related skills, experience, interview performance, and relevant education or training. Work with product operations, customer operations, engineering, and other quality operations teams to execute on delivering SLAs for high-priority pilots.

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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