Trusted Advisor Jobs in USA

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

Customer Success Manager

Company: Bluesight

Location: USA

Posted Apr 19, 2024

At Bluesight our mission is to create groundbreaking medication intelligence solutions that increase efficiency safety and visibility for health systems and pharmaceutical manufacturers We empower our customers to deliver the right medicine to the right patient at the right time every time We are a high growth healthcare information technology company with a startup vibe but over 2000 customers tracking medications using our proven solutions Were looking for a Healthcare Customer Success Manager to grow trusted relationships with our hospital customers and ensure their longterm success Heshe will own the day to day relationship with a book of customers and maintain a holistic datadriven view of their overall experience with every team and Bluesight solution The CSM interfaces with customers builds relationships across the customer organization specifically at the Executivelevel and leverages these relationships to improve product utilization demonstrate and communicate product value and ensure overall satisfaction is achieved and maintained over the long term Core Responsibilities <ul> <li> Develop Healthcare Executive Relationships and Present Executive Business Reviews EBRs <li> <li> Build trusted relationships with healthcare executives and key stakeholders within the customer organizations to understand their strategic goals drive product adoption and achieve customer defined outcomes <li> <li> Conduct regular business reviews with healthcare executivelevel stakeholders and ensure all value assumptions remain valid and the relationship is producing value and return <li> <li> Proactively analyze gaps between current state and optimal state and effectively communicate recommendations that lead to value <li> <li> Track and report on key metrics for customer <li> <ul> Customer Service Responsibilities <ul> <li> Be knowledgeable in the entire product suiteall lines of business function as the lead contact and advisor to customers about solutions best practices and guide them to the right personteam to support them as needed for specific requests <li> <li> Influence future lifetime value through higher product adoption user growth customer satisfaction documented ROI and overall health scores <li> <li> Vary service approach based on customer segmentation and delivery playbooks <li> <li> Identify customer expectations and desired outcomes at the different levelsroles within the organization and create success plans that align use cases with customer objectives <li> <li> Drive escalation of client issues and potential risk quarterback the risk mitigation process and ensure successful resolution of issues <li> <li> Acquire and maintain customer references <li> <li> Monitor and respond to NPS survey feedback and Customer Health scores <li> <li> Work crossfunctionally with Renewals Specialist to secure renewals identify new revenue opportunities and identify areas of renewal risk <li> <li> Achieve annual renewal and growth targets in partnership with Renewals Specialist <li> <ul> $70000 $80000 a year The standard base pay range for this role is $70000 $80000 In addition to a base salary this position is also eligible for commission based on meeting exceeding assigned quotas Actual amounts and salary will vary depending on position offered experience performance and location Core Competencies The ideal candidate brings 3+ years of healthcare Customer Success experience that includes effective management of a large customer pool with SaaS contracts above $100k This candidate demonstrates an ability to balance strong consultative customer service and consistently achieve performance metrics The role serves as the face of Bluesight so it is critical the candidate demonstrates a clear and energetic communication style that is effective at both the executive and end user level of an organization Finally the candidate must be a selfstarter and demonstrate a history of success multiple examples of taking initiative and the ability to succeed in a fastpaced high pressure environment This position is a remote position and open to applicants in the continental United States Why Bluesight Bluesights culture is built on innovation and teamwork Theres room to grow and opportunities to take initiative You will partner with sharp motivated teammates looking to disrupt a massive industryand have fun doing it We truly believe that where you work and what you do matters Join us as we revolutionize the hospital pharmacy landscape Competitive salary Time off when you need it unlimited vacation days Generous insurance coverage 401k program with a company match Fun collaborative culture EOE AA MFVETDisability All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race religion color national origin sex protected veteran status disability or any other basis protected by federal state or local laws

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Enterprise Account Executive

Company: Modern Health

Location: USA

Posted Apr 19, 2024

<h2> The Role <h2> As a Modern Health Account Executive youll have the chance to work at one of the fastestgrowing companies in the country and have the opportunity to change the lives of millions We are looking for exceptional candidates who can manage a complex and consultative sales process for Enterprise employers We are building a lean team of highperforming Account Executives to rapidly scale Modern Health in effort to make mental healthcare accessible to employees across the world We have a highly collaborative sales team where we seek to get better every day and work as a team to reach both our revenue targets and our mission of delivering behavioral health solutions to thousands This position is not eligible to be performed in Hawaii <h2> What Youll Do <h2> <ul> <li> Partner with VP and CLevel leaders at Enterprise companies and run the full sales cycle from qualification to close partnering closely with an SDR team who focuses on prospecting into employers <li> <li> Deeply understand customer needs and map our solution to the challenges they are facing <li> <li> Serve as a trusted advisor to companies helping to educate them on the mental health landscape and inspiring them on the value of Modern Healths new approach <li> <li> Work multiple 6 to 7 figure deals <li> <li> Work with and prioritize a large pipeline of opportunities in a highly strategic way <li> <li> Independently create and deliver customized presentations and proposals <li> <li> Collaborate with our Partnerships teams to create pipeline and close revenue from our consulting channel <li> <li> Partner closely with our Customer Success team to ensure a smooth handoff for all new customers <li> <li> Consistently look for ways to innovate on our sales process and product offering and collaborate closely with our Product Engineering and Operations organizations <li> <li> Deliver accurate and dependable sales forecasts and independently maintain sales pipeline with the goal of consistently attaining and exceeding targets <li> <ul> <h2> Who You Are <h2> <ul> <li> 5+ years of SaaS Account Executive experience and have consistently exceeded quotas <li> <li> Expert listening and discovery skills and ability to map product value to customer needs <li> <li> Experience navigating complex organizational structures and creating champions across teams <li> <li> A natural curiosity about behavioral health and how it impacts organizations <li> <li> Ability to thrive in a dynamic highgrowth and collaborative environment <li> <li> Exemplary presentation and communication abilities both verbal and written <li> <li> High attention to detail with a process and solutionoriented mindset <li> <li> Experience running the complete sales cycle from demo and qualification to close including strong negotiation abilities <li> <li> Experience selling to HR or Benefits leaders a plus <li> <li> BABS degree or higher <li> <ul> <h2> Benefits <h2> Fundamentals <ul> <li> Medical Dental Vision Disability Life Insurance <li> <li> High Deductible Health Plan with Health Savings Account HSA option <li> <li> Flexible Spending Account FSA <li> <li> Access to coaches and therapists through Modern Healths platform <li> <li> Generous Time Off <li> <li> Companywide Collective Pause Days <li> <ul> Family Support <ul> <li> Parental Leave Policy <li> <li> Family Forming Benefit through Carrot <li> <li> Family Assistance Benefit through UrbanSitter <li> <ul> Professional Development <ul> <li> Professional Development Stipend <li> <ul> Financial Wellness <ul> <li> 401k <li> <li> Financial Planning Benefit through Origin <li> <ul> But wait theres more <ul> <li> Annual Wellness Stipend to use on items that promote your overall well being <li> <li> New Hire Stipend to help cover workfromhome setup costs <li> <li> ModSquad Community Virtual events like active ERGs holiday themed activities teambuilding events and more <li> <li> Monthly Cell Phone Reimbursement <li> <ul>

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Sr, Account Manager - Search

Company: Brave

Location: USA

Posted Apr 19, 2024

<h3> Account ManagerSr Account Manager Search <h3> <h3> Remote Candidates must reside in the USA Preferably on the East Coast or Midwest <h3> About Brave Brave is on a mission to protect the human right to privacy online Weve built a free web browser that blocks creepy ads and trackers by default a private search engine with a truly independent index a browsernative crypto wallet and a private ad network optin that directly rewards you for your attention And were just getting started Already 50 million people have switched to Brave for a faster more private web Millions more switch every month The internet is a sea of ads hackers and echo chambers Big Tech makes huge profits off our data and tells us whats true and whats not Brave is fighting back Join us Summary Brave is looking for a talented Account Manager or Sr Account Manager with general experience Search and Conversion Platforms to join our team You will manage a portfolio of advertisers and help with the success of their campaigns As an Account Manager with Brave you should have solid experience in marketing with a customer service approach You will be responsible for the full life cycle of client campaigns This includes discussing strategic solutions with clients to live campaign management The ideal account manager is a trusted advisor to the client that is passionate about digital marketing and providing outstanding customer service to Braves growing client base Some of the job responsibilities include <ul> <li> Build and maintain long term client relationships through excellent customer service <li> <li> Manage the gathering and organization of client provided campaign assets for a smooth and timely deployment <li> <li> Assist clients with campaign strategy and best practices <li> <li> Communicate campaign performance insights with clients by generating and delivering regular reports <li> <li> Lead client calls using strong presentation skills to exhibit campaign performance and Braves value <li> <li> Own internal communications regarding campaign objectives performance status and client needs <li> <ul> Requirements <ul> <li> Passion for sales creativity and willingness to work in a 100 remote and highly collaborative environment <li> <li> Experience on the Buy Side of Search Products and managing PPC campaigns <li> <li> Selfmotivated and able to thrive in a resultsdriven environment <li> <li> Bachelors degree in marketing business administration STEM or relevant field <li> <li> 35 years of experience in sales campaign development or similar role mandatory <li> <li> Excellent communication skills <li> <li> Ability to multitask and manage more than one client account <li> <li> Proven results of delivering client solutions and meeting sales goals <li> <li> Attention to detail <li> <li> Excellent listening negotiation and presentation skills <li> <ul> Working at Brave <ul> <li> Industryleader in privacy with a research and engineering team thats innovating everyday to keep people safer online and beat Big Tech <li> <li> Highly competitive salaries amp benefits and generous homeoffice stipends <li> <li> Fully remote team no office no commute <li> <li> Welcoming humble ridiculously smart teammates and a truly flat org structure <li> <li> Opportunity to get in early at a hypergrowth company and revolutionize the web <li> <li> Oh and did we mention Brendan our CEO amp cofounder invented JavaScript <li> <ul> Salary is $7500000 to $8500000 plus bonus

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Implementations Engineer

Company: Recharge Payments

Location: USA

Posted Apr 19, 2024

Overview <ul> <li> Recharge is looking for a motivated Implementation Engineer to lead new and existing merchants through launch on Recharges platform or on new Recharge products You will need to leverage your consultative critical thinking and people skills to support our Recharge merchants during their technical implementation <li> <li> The ideal candidate will be a project management master and comfortable working in a fast paced environment You will need to collaborate cross functionally with Sales Partnership Customer Success Product and Technical Support to get our merchants across the finish line and set up for growth with Recharge You will also be asked to contribute strategically to the continued growth of the Implementation Team by identifying and driving opportunities for improvement as we aim to continually improve our implementation process <li> <li> You will work with the various merchant stakeholders to confirm scope and drive the merchant towards their launch date while also serving as a Recharge product expert You will be required to properly identify and execute merchant priorities and overcome possible risks to the merchants projects while maintaining a focus on Recharges internal business objectives A strong technical acumen is also essential as you will often interact with the merchants development resources and discuss both frontend development requirements and custom API workflows <li> <li> With this role you must share our passion for subscription commerce thrive in a dynamic environment and have the flexibility and willingness to jump in and get things done You are equally comfortable in a business setting interacting with executives as well as in a technical context talking about the ins and outs of the Recharge product <li> <ul> What youll do <ul> <li> Act as a Recharge technical project manager and trusted guide to merchants during the postsales implementations phase whether implementing Recharge for this first or adding on a new Recharge product <li> <li> You will consult our merchants to understand their business needs and craft solutions that deliver value and drive growth via Zoom calls emails and slack <li> <li> You aim to be a step ahead of objections but when they arise you handle them by providing tailored and actionable solutions <li> <li> On both individual and company levels you will drive impact by taking ownership You will be accountable for the success of launching your book of business will drive outcomes while communicating with urgency while always having milestones and launch dates in mind <li> <li> Prepare for and lead technical discussions with teams ranging from nontechnical business stakeholders to software engineers <li> <li> Consult and provide technical insight to merchants as an authority on recommended technical approaches amp best practices for the merchants category and setup <li> <li> Immerse yourself in the everevolving eCommerce industry and continually evaluate how to position Recharge during the implementations scoping process <li> <ul> What youll bring <ul> <li> Bachelors Degree in Business or Technical Field <li> <li> 2 years project management experience preferably in the software space <li> <li> Shopify experience preferredUnderstanding of programming and debugging as well as REST APIs and Webhooks Python or Javascript preferred <li> <li> Knowledge of JS and CSS preferredExperience in spreadsheet formulas and macros preferred <li> <li> Salesforce GuideCX Atlassian SaaS Connector Tools SaaS Project Management tools and Zendesk preferred <li> <li> An understanding of the eCommerce industry <li> <li> Great oral written and interpersonal communication skills and the ability to communicate to both technical and nontechnical audiences <li> <li> Ability to travel up to 10 of the time <li> <ul>

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Senior Solutions Engineer, Mid-Market

Company: Webflow

Location: USA

Posted Apr 19, 2024

At Webflow our mission is to bring development superpowers to everyone Webflow is the leading visual development platform for building powerful websites without writing code By combining modern web development technologies into one platform Webflow enables people to build websites visually saving engineering time while clean code seamlessly generates in the background From independent designers and creative agencies to Fortune 500 companies millions worldwide use Webflow to be more nimble creative and collaborative Its the web made better Were looking for a Senior Solutions Engineer to support our Corporate tier and inspire our customers by helping them understand the art of whats possible with the Webflow platform You will uncover customer business and technical priorities and tell a differentiating story that shows how our solution will help them meet their business objectives Webflow Solutions Engineers also influence our product direction by championing the customer voice and by staying at the forefront of the digital experience market <h2> About the role <h2> <ul> <li> Location Remotefirst United States Central amp Eastern time zones ON Canada <li> <li> Fulltime <li> <li> Permanent <li> <li> Exempt status Relevant to US only <li> <li> Our cash compensation amount for this role ranges depending on the cost of labor of the geographic area The ranges shared below may change if you are hired in another geographic location <ul> <li> United States all figures cited below in USD and pertain to workers in the United States <ul> <li> Zone A $153000 $194000 <li> <li> Zone B $145000 $184300 <li> <li> Zone C $138000 $174000 <li> <ul> <li> <li> Canada All figures cited below in CAD and pertain to workers in ON amp BC Canada <ul> <li> $174000 $222000 <li> <ul> <li> <ul> <li> <ul> For sales roles the ranges provided are the roles On Target Earnings OTE ranges meaning that the ranges include both the sales commissions target and annual base salary for the role This salary range may be inclusive of several career levels at Webflow and will be narrowed during the interview process based on a number of factors including the candidates market location job related experience knowledge qualifications and skills Benefitsadditional compensation for this role may include equity company bonus or sales commissionsbonuses retirement plans health benefits and wellness stipends Please visit our <a class=fontbold underline fontbold underline fontbold underline href=httpswebflowaboutwebflowiocareers rel=noopener noreferrer nofollow target=blank> Careers page <a> for more information on which locations are included in each of our geographic pay zones However please confirm the zone for your specific location with your recruiter <ul> <li> Reporting to the Senior Manager Solutions Engineering <li> <li> 1025 travel may be required <li> <ul> As a Senior Solutions Engineer youll <ul> <li> Guide MidMarket customers through the evaluation process of Webflow ensuring that our solution meets key business objectives and technical requirements <li> <li> Partner with both the Account Executives and potential customers through deep discovery solution design technical validation and business case development <li> <li> Build effective stories through demonstrations that highlight the benefits of using Webflow to solve key customer objectives and challenges <li> <li> Influence product direction by representing the customer voice while working with product marketing and sales <li> <ul> In addition to the responsibilities outlined above at Webflow we will support you in identifying where your interests and development opportunities lie and well help you incorporate them into your role <h2> About you <h2> Youll thrive as a Senior Solutions Engineer if you have <ul> <li> 5+ years of SaaS technical presales experience ideally but not necessarily in the Web Development Content Management or Digital Experience Platform space <li> <li> A consultative approach which earns trust and deepens relationships to help customers solve problems <li> <li> A general understanding of APIs and web development HTML CSS amp JavaScript <li> <li> An open minded with a bias toward growth engaging in opportunities to learn expand your current scope and consider differing opinions <li> <li> Excellent coaching writing discovery and presentation skills <li> <ul> And if you <ul> <li> Enjoy working autonomously creatively and kindly with your teammates while empowering and supporting those around you <li> <li> Thrive in a fastpaced environment where you are comfortable influencing priorities and are adaptable to changing priorities <li> <li> Welcome a diverse mix of individuals including customers and colleagues and their different perspectives <li> <ul> Our Core Behaviors <ul> <li> Obsess over customer experience We deeply understand what were building and who were building for and serving We define the leading edge of whats possible in our industry and deliver the future for our customers <li> <li> Move with heartfelt urgency We have a healthy relationship with impatience channeling it thoughtfully to show up better and faster for our customers and for each other Time is the most limited thing we have and we make the most of every moment <li> <li> Say the hard thing with care Our best work often comes from intelligent debate critique and even difficult conversations We speak our minds and dont sugarcoat things and we do so with respect maturity and care <li> <li> Make your mark We seek out new and unique ways to create meaningful impact and we champion the same from our colleagues We work as a team to get the job done and we go out of our way to celebrate and reward those going above and beyond for our customers and our teammates <li> <ul> <h3> Benefits amp wellness <h3> <ul> <li> Equity ownership RSUs in a growing privatelyowned company <li> <li> 100 employerpaid healthcare vision and dental insurance coverage for employees and dependents fulltime employees working 30+ hours per week as well as Health Savings AccountHealth Reimbursement Account dependent care Flexible Spending Account US only dependent on insurance plan selection where applicable in the respective country of employment Employees may also have voluntary insurance options such as life disability hospital protection accident and critical illness where applicable in the respective country of employment <li> <li> 12 weeks of paid parental leave for both birthing and nonbirthing caregivers as well as an additional 68 weeks of pregnancy disability for birthing parents to be used before child bonding leave where local requirements are more generous employees receive the greater benefit Employees also have access to family planning care and reimbursement <li> <li> Flexible PTO with a mandatory annual minimum of 10 days paid time off for all locations where local requirements are more generous employees receive the greater benefit and sabbatical program <li> <li> Access to mental wellness and professional coaching therapy and Employee Assistance Program <li> <li> Monthly stipends to support health and wellness smart work and professional growth <li> <li> Professional career coaching internal learning amp development programs <li> <li> 401k plan and pension schemes in countries where statutorily required financial wellness benefits like CPA or financial advisor coverage <li> <li> Discounted Pet Insurance offering US only <li> <li> Commuter benefits for inoffice employees <li> <ul> Temporary employees are not eligible for paid holiday time off accrued paid time off paid leaves of absence or companysponsored perks unless otherwise required by law <h3> Be you with us <h3> At Webflow equality is a core tenet of our culture We are an Equal Opportunity EEOVeteransDisabled Employer and are <a class=fontbold underline fontbold underline fontbold underline href=httpswebflowcomdiversityequityinclusion rel=noopener noreferrer nofollow target=blank> committed <a> to building an inclusive global team that represents a variety of backgrounds perspectives beliefs and experiences Employment decisions are made on the basis of jobrelated criteria without regard to race color religion sex sexual orientation gender identity national origin disability veteran status or any other classification protected by applicable law Pursuant to the San Francisco Fair Chance Ordinance Webflow will consider for employment qualified applicants with arrest and conviction records <h3> Stay connected <h3> Not ready to apply but want to be part of the Webflow community Consider following our story on our <a class=fontbold underline fontbold underline fontbold underline href=httpswebflowcomblog rel=noopener noreferrer nofollow target=blank> Webflow Blog <a> <a class=fontbold underline fontbold underline fontbold underline href=httpswwwlinkedincomcompanywebflowinc rel=noopener noreferrer nofollow target=blank> LinkedIn <a> <a class=fontbold underline fontbold underline fontbold underline href=httpstwittercomwebflow rel=noopener noreferrer nofollow target=blank> X Twitter <a> andor <a class=fontbold underline fontbold underline fontbold underline href=httpswwwglassdoorcomReviewsWebflowReviewsE890506htm rel=noopener noreferrer nofollow target=blank> Glassdoor <a> <h3> Please note <h3> We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment Upon interview scheduling instructions for confidential accommodation requests will be administered To join Webflow youll need a valid right to work authorization depending on the country of employment If you are extended an offer that offer may be contingent upon your successful completion of a background check which will be conducted in accordance with applicable laws We may obtain one or more background screening reports about you solely for employment purposes For information about how Webflow processes your personal information please review <a class=fontbold underline fontbold underline fontbold underline href=httpswebflowcomlegalapplicantprivacynotice rel=noopener noreferrer nofollow target=blank> Webflows Applicant Privacy Notice <a>

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Midmarket Account Executive

Company: Fundraise Up

Location: USA

Posted Apr 19, 2024

Highlights <ul> <li> Anywhere remote in USA or hybrid in Brooklyn New York <li> <li> OTE $175000 <li> <li> Base Salary $75000 <li> <li> Generous stock options <li> <ul> About Fundraise Up Fundraise Up is a rapidly growing financial technology company headquartered in Brooklyn NY that provides online fundraising software to enterprise nonprofits Fundraise Ups AIpowered platform is leveraged by trusted organizations like UNICEF USA American Heart Association Partners In Health and Stand Up to Cancer to double their recurring donor acquisition rates and increase overall digital donation revenue by 2 times About the Role Were looking for you to join us as a dynamic highperforming MidMarket Account Executive You should have experience selling B2B tech and the ability to quickly grow a highvalue pipeline with midsized organizations The best candidates love the thrill of the hunt take a consultative approach to sales make deep discoveries with their prospects and excel when selling to directors and executives This position will report to the Senior Manager of Sales Key Responsibilities <ul> <li> Work in tandem with the Senior Manager of Sales to evangelize and sell our solution to new organizations <li> <li> Methodically qualify build and manage a highvalue sales pipeline <li> <li> Managing all stages of the sales cycle including participating in RFPs from prospective customers <li> <li> Act crossfunctionally with Marketing and Partnerships to uncover new lead sources <li> <li> Skillfully delivering webbased Zoom and inperson presentations by leveraging strong product knowledge and sales best practices <li> <li> Selling to directors and VP level executives and navigating through multiple decision makers in complex orgs to secure buyin <li> <li> Working closely with a team of BDRs to provide strategic direction and feedback <li> <li> Crushing your sales goalsand being wellcompensated for doing so <li> <ul> Skills and Qualifications <ul> <li> 2+ years experience in B2B SMBMM tech sales <li> <li> Experience selling 5figure deals <li> <li> Consistency in exceeding monthly quarterly and annual sales targets while simultaneously achieving leading key performance indicators <li> <li> You thrive in constantly changing and evolving work environments <li> <li> Experience managing a complex sales cycle that can range 6 months <li> <li> Ability to develop and execute account plans spanning multiple teams across complex organizations <li> <li> Strong presentation skills with multiple stakeholders <li> <li> Proven ability to lead complex negotiations involving commercial agreements <li> <li> Superior verbal and written communication skills <li> <li> Gritty hard working persistent are adjectives that describe you <li> <li> Familiarity with the SPICED methodology and framework <li> <ul> What We Offer <ul> <li> Health Dental and Vision insurance covered at 100 for employees 80 for employee plus dependents and 70 for employees plus family <li> <li> 401k plan with company match <li> <li> FSA Spending Account <li> <li> 100 Companypaid shortterm disability longterm disability basic life insurance and ADampD <li> <li> 4 weeks paid parental leave <li> <li> 15 days Paid Time Off PTO <li> <li> 7 company holidays + 3 floating holidays for personal use <li> <li> 5 sick days <li> <li> Remote and hybrid working arrangements <li> <ul>

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People Partner

Company: Burklandassociates

Location: USA

Posted Apr 19, 2024

About UsBurklands core purpose is to Accelerate Dreams So often turning dreams into reality helps change the world We thrive at the forefront of this transformation Startups desire our professionals they are the best in the business Startups seek our content we are an industry thought leader Startups trust our expertise so that founders can focus on their companies products and valueadd As a part of our demonstrated value our clients raised over $3B just last yearAt Burkland we lead with our Core Purpose We do this for both our clients and our employees Leaning on our Core Values Fresh Perspectives Exponential Value Empathy Trusted Partner will lead to happy clients and happy employeesWe are a remotefirst company with over 180 incredible team members over 800 clients and a commitment to Accelerating DreamsThe RoleAre you an enthusiastic HR professional seeking to apply your background and expertise to help companies achieve success as they grow Burklands People Partner position is an excellent opportunity for HRPeople Operations professionals interested in consulting In this role you will collaborate with highgrowth startups supporting CEOs and founders in shaping their company culture You will be responsible for creating a strong People Operations framework to sustain rapidly scaling organizations while strengthening the startups core values and cultural identity This role is ideal for an experienced HR professional who is eager to contribute to the success of our innovative startup clientsYour Typical Atypical Day<ul style=><li style=>As a Burkland People Partner you will be introduced to clients and work alongside them to build their business<li><li style=>You will gain a deep understanding of clients business goals and people and act as a trusted people partner<li><li style=>You will lead and coordinate the implementation of systems and programs that are needed when building a People Organization from the ground up<li><li style=>You will have the opportunity to work on strategic programs like designing talent branding talent acquisition building culture DEIDEIB programming evaluating and identifying total rewards packages and working through employee relations issues<li><li style=>You will advise leaders on organizational development training development resource planning policy and risk management<li><ul><ul style=><li style=>You will act as a partner to the CEO and other members of the clients team providing insight innovative ideas and datadriven solutions on critical HR issues including People Talent Culture and Internal Communication<li><li style=>You will establish the channels for and cadence of communications to inform engage connect and inspire the clients employee base <li><li style=>You may draft publish and present policies procedures and best practices that amplify the clients mission vision goals and culture<li><ul><ul style=><li style=>Establish and continuously evolve scalable and progressive processes to improve onboarding organizational effectiveness employee development and engagement<li><li style=>Design competitive fair and equitable compensation structures and benefits to support the clients compensation philosophy while attracting and retaining great people<li><ul><ul style=><li style=>Automate processes and leverage bestinclass technology to scale the People functions and programs to drive engagement and efficiencies <li><ul>About You<ul style=><li style=>Experience as a Sr People Ops Generalist or People Business Partner in a growth company andor startup <li><li style=>Ability to selforganize and manage projects<li><li style=>Driven and resourceful with a keen interest in advanced analysis and research and comfort in presenting in front of Executive Leadership Boards and contributors at all levels<li><li style=>Dexterity to juggle multiple clients projects and deadlines in an organized and timely fashion<li><li style=>The ability to establish priorities and meet deadlines both within and outside your direct control of influence<li><li style=>Aptitude to evaluate and implement new technologies and nimbleness to easily adapt to clients business stack and People Ops stack<li><li style=>Merger Acquisition or IPO experience is a plus<li><li style=>Prior consulting experience is preferred but not required if you have supported a complex matrix organization<li><li style=>Clear and inspiring communicator both written and verbal with the ability to influence people at all levels internally and externally<li><ul>What We Offer<ul style=><li style=>Flexible work schedule to promote a healthy worklife balance<li><ul><ul style=><li style=>Forget the commute Were a remotefirst workplace so you can work from your home office or the beach if youd like<li><ul><ul style=><li style=>We offer a collaborative communicative culture driven by our Core Purpose + Values We work with incredibly smart people who love learning and sharing their knowledge If this sounds like a team youd like to be a part of wed love to hear from you<li><ul>Burkland Associates is committed to a diverse and inclusive workplace Burkland Associates is an equal opportunity employer and does not discriminate based on race national origin gender gender identity sexual orientation protected veteran status disability age or another legally protected status For individuals with disabilities who would like to request accommodation please visit our careers page<a href=httpsburklandassociatescomcareers rel=nofollow target=blank> httpsburklandassociatescomcareers<a>Pursuant to the San Francisco Fair Chance Ordinance we will consider employmentqualified applicants with arrest and conviction recordsThe base pay range target for the role described in this job description is $65k $91k Final offer amounts depend on multiple factors such as candidate experience and expertise geographic location total compensation and market data In addition fulltime regular positions are eligible for 401k health benefits and other benefits some of these benefits may be available for parttime <img src=httpsremotivecomjobtrack1907024blankgifsource=publicapi alt=>

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Mid Market Account Executive

Company: Modern Health

Location: USA

Posted Apr 19, 2024

<h2> The Role <h2> As a Modern Health Account Executive youll have the chance to work at one of the fastestgrowing companies in the country and have the opportunity to change the lives of millions We are looking for exceptional candidates who can manage a complex and consultative sales process for midsized employers We are building a lean team of highperforming Account Executives to rapidly scale Modern Health in effort to make mental healthcare accessible to employees across the world We have a highly collaborative sales team where we seek to get better every day and work as a team to reach both our revenue targets and our mission of delivering behavioral health solutions to thousands This position is not eligible to be performed in Hawaii <h2> What Youll Do <h2> <ul> <li> Partner with VP leaders at Midsized companies and run the full sales cycle from qualification to close partnering closely with an SDR team <li> <li> Deeply understand customer needs and map our solution to the challenges they are facing <li> <li> Serve as a trusted advisor to companies helping to educate them on the mental health landscape and inspiring them on the value of Modern Healths new approach <li> <li> Build relationships with health benefits consultants to generate business and cosell into organizations <li> <li> Work with and prioritize a large pipeline of opportunities in a highly strategic way <li> <li> Independently create and deliver customized presentations and proposals <li> <li> Partner closely with our Customer Success team to ensure a smooth handoff for all new customers <li> <li> Consistently look for ways to innovate on our sales process and product offering and collaborate closely with our Product Engineering and Operations organizations <li> <li> Deliver accurate and dependable sales forecasts and independently maintain sales pipeline with the goal of consistently attaining and exceeding targets <li> <ul> <h2> Who You Are <h2> <ul> <li> 3+ years in a quota carrying closing sales experience selling a B2B product <li> <li> Proven successful track record of exceeding sales quotas <li> <li> Proven success in a fastpaced high growth environment <li> <li> Experience in successfully closing business while navigating a complex sales cycle <li> <li> Expert listening and discovery skills and ability to map product value to customer needs <li> <li> A natural curiosity about behavioral health and how it impacts organizations <li> <li> Collaborative and a team player <li> <li> Startup and lean sales model experience with a drive for results <li> <li> Understands the value of prioritization <li> <li> High attention to detail with a process and solutionoriented mindset <li> <li> Experience running the complete sales cycle from demo and qualification to close including strong negotiation abilities <li> <li> Experience working with health benefits consultants is a plus <li> <li> Experience selling to HR or Benefits leaders a plus <li> <li> BABS degree or higher <li> <ul> <h2> Benefits <h2> Fundamentals <ul> <li> Medical Dental Vision Disability Life Insurance <li> <li> High Deductible Health Plan with Health Savings Account HSA option <li> <li> Flexible Spending Account FSA <li> <li> Access to coaches and therapists through Modern Healths platform <li> <li> Generous Time Off <li> <li> Companywide Collective Pause Days <li> <ul> Family Support <ul> <li> Parental Leave Policy <li> <li> Family Forming Benefit through Carrot <li> <li> Family Assistance Benefit through UrbanSitter <li> <ul> Professional Development <ul> <li> Professional Development Stipend <li> <ul> Financial Wellness <ul> <li> 401k <li> <li> Financial Planning Benefit through Origin <li> <ul> But wait theres more <ul> <li> Annual Wellness Stipend to use on items that promote your overall well being <li> <li> New Hire Stipend to help cover workfromhome setup costs <li> <li> ModSquad Community Virtual events like active ERGs holiday themed activities teambuilding events and more <li> <li> Monthly Cell Phone Reimbursement <li> <ul>

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Senior Client Success Executive

Company: Memora Health

Location: USA

Posted Apr 19, 2024

Memora Health works with leading healthcare organizations to make complex care journeys simple for patients and clinicians so that care is more accessible actionable and alwayson As we expand our programs to reach more health systems and patients we are excited to grow our Client Success Executive team Senior Client Success Executives serve as trusted advisors to our clients and have the critical responsibility of ensuring the retention continued growth and referenceability of Memoras strategic clients The ideal candidate will serve as a credible thought partner with Memora initiative leaders and superusers Additionally this role will work closely with Implementation Product and Growth colleagues to ensure clients maximize their value from their partnership with us Finally this role will work closely with the Head of Client Success to lead strategic projects to support the longterm growth and success of Memoras Client Success team Ideal candidates will be driven by the problem we are solving but also by the innovative approach and technology that we are applying to healthcare looking to make a significant impact on healthcare delivery Were looking for someone with exceptional curiosity and enthusiasm for solving hard problems Primary Responsibilities <ul> <li> Client Management Responsibilities <ul> <li> Own a portfolio of large strategic accounts and hold primary relationship management with departmentlevel clinical and administrative leaders <li> <li> Develop relationships with senior amp executivelevel leaders for long term account stability and growth <li> <li> Develop and manage an annual account plan to proactively identify strategic objectives and actions in collaboration with internal partners eg Sales Product Marketing and clients <li> <li> Lead recurring eg monthlybimonthlyweekly checkins and prepare for amp lead recurring Executive Business Reviews <li> <li> Ensure execution against contractual obligations and manage internal resources to troubleshoot client experience and technical issues <li> <li> Monitor and improve performance against key client health metrics eg utilization NPS ROI <li> <li> Identify opportunities for client participation in marketing collateral eg case studies webinars PR and work with Marketing and client to design develop and publishpromote <li> <li> Lead client renewals in collaboration with Memoras Sales team to ensure timely planning discussions and internal team coordination <li> <li> Generate revenue expansion opportunities with existing accounts by leveraging existing and new stakeholder relationships <li> <ul> <li> <li> InternalTeam Development Responsibilities <ul> <li> Collaborate with Sales team leadership to develop processes that facilitate revenue growth with existing clients <li> <li> Lead or support development of scalable processes and resources eg playbooks SOPs training materials to facilitate team onboarding improve crossfunctional coordination and build consistency in client servicing and management <li> <li> Represent the voice of the client internally to inform Memoras product strategy and roadmap <li> <li> Provide coaching and support to CSEs and newer team members as needed <li> <ul> <li> <ul> Qualifications Required <ul> <li> You have 58 years clientfacing experience Client Success Account Management Implementation in healthcare SaaS or digital health serving USbased hospital systems andor other ecosystem partners <li> <li> You can communicate complex ideas clearly and concisely both written and verbally <li> <li> You are an expert in building hightrust relationships with client project teams and leaders by understanding their needs motivations and challenges and by being an advocate for them within your organization <li> <li> You possess strong proficiency with analyzing and presenting data in a meaningful way ie storytelling with data <li> <li> You have experience orchestrating resources within your organization to address client challenges ensuring the needs of your clients are successfully met while also meeting any relevant business constraints <li> <li> You have a bias toward action and a one team mentality <li> <li> Ability to occasionally travel to client sites mainly in US 1020 travel <li> <li> Ability to comply with clients COVID vaccination requirements <li> <ul> Qualifications Bonus <ul> <li> You have prior experience building best practice Client Success processes and tools <li> <li> Skillful with Google Suite and BI tools eg Looker Tableau for creating documents and presentations or analyses familiarity with Salesforce <li> <li> Experience collaborating with clinicians at a health system or a provider organization on clinical operations and clinical model design <li> <li> You have prior experience as a clinician <li> <ul> What You Get <ul> <li> An opportunity to work on a rapidly scaling care delivery platform engaging thousands of patients and care team members and growing 23x annually <li> <li> Enter a highly collaborative environment and work on the fun challenges of scaling a highgrowth startup <li> <li> Work alongside worldclass clinical operational and technical teams to build and scale Memora <li> <li> Shape how leading health systems and plans think about modernizing the care delivery experience for their patients and care teams <li> <li> Improve the way care is delivered for hundreds of thousands of patients <li> <li> Gain deep expertise about healthcare transformation and direct customer exposure with the countrys most innovative health systems and plans <li> <li> Ownership over your success and the ability to significantly impact the growth of our company <li> <li> Competitive salary and equity compensation with benefits including health dental and vision coverage flexible work hours paid maternitypaternity leave biannual retreats Macbook and a 401k plan <li> <ul>

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you are an experienced sales and business development professional senior sales development representative to further their career proven track record of successful bb sales and understanding clients intrinsic needs

Senior Sales Development Representative

Company: Level Agency

Location: USA

Posted Apr 19, 2024

About You You are an experienced sales and business development professional who thrives in innovative environments and is relentless in pursuing new business opportunities You have a proven track record of successful B2B sales and understanding clients intrinsic needs You excel in a highgrowth environment and take charge of a sales territory Youre a selfstarter with a knack for designing clever outreach programs You excel in a collaborative analytical and dynamic work environment Does this sound like you If so Level Agency is currently looking for a persistent and passionate Senior Sales Development Representative to further their career with our team The job title has been updated to Senior Sales Development Representative previously Business Development Lead if you previously applied for the Business Development Lead role your application is still valid as the job description and responsibilities remain the same About Us At Level we use the scientific method to drive effective performance marketing campaigns for our clients Everything from media planning to the ad creative is done with methodical care Our teams use a Test Learn Grow framework that allows them to act with urgency and quickly adapt to the everchanging world of performance marketing This nimbleness and willingness to rethink what we know leads to better decisionmakingand the confidence our clients need to pursue bold ambitions Recently ranked on the Inc 500s FastestGrowing Private US Companies and one of Pittsburghs Best Places to Work Level delivers powerful and comprehensive online solutions including multichannel digital marketing search engine optimization lead generation website development ROI reporting and much more Level is an equal opportunity employer a Military Friendly® partner and we value diversity We do not discriminate based on race religion color national origin gender sexual orientation age marital status veteran status or disability status About the Position The Senior Sales Development Representative will join the Agency Development team as an individual contributor to drive outbound prospecting to identify new business opportunities The successful candidate will drive agency growth by securing new clients within their dedicated territory The ideal candidate prefers a mix of digital and inperson selling with the ability to craft unique outreach programs This role reports to the Head of Sales and Marketing The salary range for this position is $80k$90k with a substantial bonus structure We are interested in every qualified candidate who is eligible to work and will perform the work in the United States We are not able to sponsor visas We are seeking candidates located in the East Coast Central or Mountain time zones who are adjacent to andor located in a major city Your Impact <ul style=> <li style=>Outbound Prospecting amp Initial Outreach Youll spearhead outbound prospecting activities and initiate contact through phone email and LinkedIn to engage potential clients <li> <li style=>Needs Assessment Youll identify the needs and challenges of prospective customers to assess how our solutions can address their specific requirements <li> <li style=>Prospect Qualification amp Discovery Youll determine the interest and compatibility of prospects with Levels services scheduling discovery meetings and facilitating seamless handoffs to the sales team when appropriate <li> <li style=>Strategy Development Youll work closely with the marketing team to refine gotomarket strategies ensuring alignment and maximizing impact <li> <li style=>Sales Generation Youll conduct indepth research on target accounts penetrating them to generate sales opportunities and expand the client base from within <li> <li style=>Event Participation Youll assist in marketing efforts by participating in trade shows exhibits and other promotional events to increase brand visibility and lead generation <li> <li style=>Networking Youll be encouraged to identify and attend appropriate events and networking opportunities within your territory <li> <li style=>Performance Tracking Youll closely monitor and forecast key account metrics setting and striving to meet sales targets and other critical objectives <li> <li style=>Opportunity Maximization amp Network Leveraging Youll utilize your experience and professional network to uncover new sales opportunities within existing accounts and maximize Levels presence within partner accounts where applicable <li> <li style=>Client Relationship Building Youll foster a trusted advisor relationship with key client stakeholders ensuring a deep understanding of their needs and positioning yourself as an indispensable resource <li> <li style=>Industry Knowledge Youll maintain a deep understanding of industry trends and best practices sharing insights with internal and external stakeholders to drive continuous improvement <li> <ul> Requirements <ul style=> <li style=>Minimum 4+ years successful B2B sales experience preference for candidates with significant industry experience in EDU financial services high wealth services andor healthcare but not a requirement <li> <li style=>Previous marketing experience andor selling marketing services is preferred but not mandatory <li> <li style=>Handson expertise with outbound sequencing tools such as Apollo Outreach Salesloft Hubspot Yesware etc <li> <ul> <ul style=> <li style=>Demonstrated ability to focus on external sales and growth showcasing strong capabilities in expanding business territories and increasing revenue <li> <li style=>Consistent history of meeting or exceeding sales quotas demonstrating exceptional goalsetting and achievement capabilities <li> <li style=>Exceptional presentation skills with a proven track record of effectively engaging and influencing Csuite executives <li> <li style=>Proven experience in actively identifying and securing new clients with a demonstrated proactive approach <li> <li style=>Ability to understand clients needs and designing an outreach approach that focuses on the value of Levels solutions <li> <li style=>Ability to travel up to 20 for conferences trade shows and client meetings Including independently identifying and attending local and regional networking events <li> <li style=>Excellent communication and interpersonal skills with the ability to build strong relationships with clients partners and stakeholders <li> <li style=>Ability to work independently and as part of a team in a dynamic work environment <li> <li style=>Strong analytical and problemsolving skills with the ability to analyze data and metrics to identify areas for improvement and refine strategies <li> <li style=>Exposure and familiarity working with generative AI technologies with a willingness to learn and apply these concepts in realworld scenarios<li> <ul> Benefits <ul style=> <li style=>Remote work from anywhere in the US with an internet connection <li> <li style=>Performance reviews every six months <li> <li style=>401k plan with 3 employer contribution <li> <li style=>12 annual paid holidays with an additional 2 floating holidays <li> <li style=>15 PTO days + 1 additional day per year of service <li> <li style=>Summer Fridays <li> <li style=>Great medical benefits including 100 employerpaid vision and dental <li> <li style=>Medical travel reimbursement policy <li> <ul> <ul style=> <li style=>60 Days of Paid Parental leave benefit after 6 months of fulltime service <li> <li style=>Career advancement opportunities <li> <li style=>Employee appreciation programs <li> <ul> The job title has been updated to Senior Sales Development Representative previously Business Development Lead if you previously applied for the Business Development Lead role your application is still valid as the job description and responsibilities remain the same <div class=h2>About the company<div> <img alt= src=httpsworkablehrs3amazonawscomuploadsphotos155832dd434ea025065954246a510cd6e46c7ajpg title=> Level Agency is a leading fullservice interactive agency headquartered in Pittsburgh We are an equal opportunity employer and value diversity at our company We do not discriminate on the basis of race religion color national origin gender sexual orientation age marital status veteran status or disability status Exceptional performance is rewarded Ideas are encouraged Executives and supervisors are accessible The employees who excel are superb time managers who are able to thrive in a fastpaced environment juggling multiple projects and seeking new opportunities to contribute Whether that means learning a new skill introducing a new tool to the agency assuming a leadership role or improving our overall efficiency Employees of Level Agency receive the following benefits <ul style=> <li style=>Competitive compensation<li> <li style=>Performance reviews every six months<li> <li style=>Generous PTO policy<li> <li style=>Paid Parental Leave<li> <li style=>Ability to develop and refine skills with career advancement opportunities<li> <li style=>Great medical benefits with the regions top plan<li> <li style=>Simple IRA with 3 employer match contribution<li> <li style=>Employee appreciation programs<li> <li style=>Working with an awesome group of really intelligent people<li> <ul> <img src=httpsremotivecomjobtrack1907488blankgifsource=publicapi alt=>

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Email Production Coordinator (Election Cycle 2024)

Company: MissionWired

Location: USA

Posted Apr 19, 2024

At MissionWired we help our partners create revolutionary fundraising strategies that advance their mission change our country and have a positive impact on the world MissionWired is the only wholly integrated direct marketing agency for nonprofits and Democratic organizations We help our partners tell big ambitious stories that invite their supporters into communities to raise missionchanging revenue Our results are unrivaled having converted more than $31 billion in donations to the worlds most trusted philanthropies and groundbreaking campaigns We do it over email and SMS in the mail across social media everywhere We dont think in terms of channels were singleminded in pursuit of your success Were innovative progressobsessed dogooders who care deeply about social change and continuing to push the limits on what we can accomplish together Weve brought strategies to life for nonprofit organizations working around the world including Sandy Hook Promise Human Rights Watch The Humane Society of the US Save the Children and Friends of the Earth as well as progressive political organizations campaigns and candidates like President Bidens reelection campaign and the Democratic Senatorial Campaign Committee DSCC Each cycle is an opportunity for us to support organizations across the country and elect Democrats to legislative bodies up and down the ballot Were an equalopportunity employer and take seriously our commitment to equality and equity Our efforts to be inclusive and create opportunity dont end when someone joins us they begin Weve set our sights on changing the world through our work and with our clients and representation is at the foundation of what we do We know that diversity of thought and background makes us stronger Thats why were committed to building and maintaining a diverse community Every new team member broadens our perspective and allows us to think bigger Well be at our best when people from underrepresented communities and people with a range of perspectives and lived experiences want to come stay and push the boundaries of whats possible Overview We are looking for an Email Production Coordinator ready to throw their digital skills behind electing Democrats in 2024 combating climate change and other worldchanging initiatives Youll be adding firepower to our digital production team in coding topnotch emails and webpages building digital user journeys and crunching email and advertisement response data playing a crucial role in online advocacy fundraising social media and list growth strategy And youll be doing it for some of the biggest names in the progressive movement Join us and lets GO You will be responsible for <ul> <li> Coding and sending missioncritical emails that raise money and promote social change <li> <li> Building digital user journeys that raise awareness and bring about change for pressing social environmental and political issues <li> <li> Working alongside a team to tackle dataanalytics projects and crunch numbers that will inform strategy and identify new ways to innovate and push forward our tech tools and approaches and <li> <li> Paying close attention to detail and ensuring strong quality and great user experience for our clients audiences <li> <ul> Musthave qualifications <ul> <li> Up to 3 years experience including past internships and parttime work <li> <li> Initiative and good judgment to resolve issues <li> <li> Ability to work closely and cohesively with various teams and stakeholders <li> <li> Experience coding in HTML and CSS as it pertains to either email or web and <li> <li> Experience working with Excel or other spreadsheet or dataprocessing software <li> <ul> Nicetohave qualifications <ul> <li> Experience building and sending emails in a mass emailing system for example Mailchimp EveryActionNGP ActionKit Luminate Acoustic FKA IBM Marketing Cloud or Silverpop Salesforce Marketing Cloud or Pardot or other platforms <li> <li> Experience implementing Google Marketing Platform tools ie Analytics Optimize ECommerce and Tag Manager <li> <li> Experience implementing digital advertising tracking eg Facebook or Twitter pixels <li> <li> Ability andor willingness to work MSTPST hours <li> <li> Experience setting up digital user experience tests eg email AB tests and <li> <li> Familiarity with SQL or Python <li> <ul> Salary range for this role is $50000 to $60000 per year depending on experience This is a temporary salaried and benefitseligible position for a limited period ending no later than January 15 2024 Location We are currently working remotely with no return to office date Applicants may reside in the following states AZ CT DC FL GA IL IN LA MA MD MN MO NC NH NJ NM OR PA SC TX VA and WI Due to FL legislation MissionWired is required to participate in <a class=fontbold underline fontbold underline postingslink href=httpsdrivegooglecomfiled1cND6OtjyqgiaCvzlEIGQt37qAVsWyviewusp=sharing rel=noopener noreferrer nofollow target=blank> everify <a> Supporting your team on some nights and weekends as we approach highvolume times such as elections may be required Benefits 100 employerpaid premiums for platinumlevel medical plan on a national health care network 100 employerpaid life insurance and short term disability 50 employerpaid vision and dental insurance 401k with 3 employer contribution 17 vacation days in addition to 12 paid holidays sick days bereavement leave and a volunteer day off Paid parental leave at 100 of your salary Financial support for reproductive and transgender care Flexible telecommute and remote work policies Company issued Mac products for home offices Cell phone service reimbursement meal and rideshare reimbursement and other perks available If you feel you can do the job and are excited about this opportunity but are not sure if you meet all the qualifications consider applying anyway Wed love to hear from you

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Fraud Operations Analyst

Company: Wealthfront

Location: USA

Posted Apr 19, 2024

Wealthfront is currently hiring a fully remote Fraud Operations Analyst I to be responsible for daily fraud monitoring and investigation functions Fraud Operations is a division of Wealthfront Brokerage and works closely with Brokerage Operations Compliance and all other divisions of Wealthfront Corporation including the engineering and product teams Fraud Investigations Responsibilities <ul> <li> Assist in the identification of unusual financial activity indicative of money laundering financial fraud andor financial crime <li> <li> Conduct complex investigations aimed at identifying criminal activities and preventing fraud on our platform <li> <li> Perform datadriven analysis to identify vulnerabilities andor proactively determine potential issues or areas of improvement <li> <li> Perform thorough analyses of account and transaction histories to detect and elaborate on established patterns related to fraud and antimoney laundering AML typologies <li> <li> Conduct holistic account and transaction monitoring in support of Wealthfronts BSAAML and Sanctions programs <li> <li> Coordinate fraud investigations and recoveries with contra firms <li> <li> Present findings of investigations to different stakeholders within the firm <li> <li> Create implement and update policies and procedures to further develop Wealthfronts antifinancial crime and transaction monitoring program <li> <li> Research fraud identity and user behavior to contribute to rules models and other detection systems <li> <ul> Cross Functional Responsibilities <ul> <li> Coordinate with Financial Crimes Compliance to ensure fraud and nonfraudrelated cases are properly escalated for investigation and SAR filing consideration <li> <li> Partner with Engineering teams to implement automated solutions <li> <li> Work with other product areas to develop new data driven controls for optimizing user experience while detecting and preventing fraud <li> <li> Work with our support team to resolve client issues <li> <ul> Requirements <ul> <li> 13 years of analytical experience in the financial services industry <li> <li> Strong research and investigation skills ideally adept at aggregating and synthesizing large amounts of information including transaction data <li> <li> Ability to work efficiently and independently in a fastpaced highvolume and technologydriven environment <li> <li> Knowing when to use judgment to make risk based decisions with current and sometimes limited information <li> <li> Strong written and oral communication with attention to detail analytical skills investigative research and documentation experience <li> <li> Experience with SQL andor dashboard creation is preferred <li> <li> Assist in identifying process improvement and automation opportunities <li> <li> Understanding fraud schemes including Wire ACH Online Account Takeover Identity Theft Elder Abuse Card and New Account Fraud <li> <li> Maintain subject matter expertise and ensure work completed adheres to applicable regulations policies and procedures <li> <li> Knowledge of FINRA SEC and MSRB rules is a plus <li> <li> Experience conducting AntiMoney Laundering AML AntiThreat Finance ATF andor OFAC related analysis andor investigations and Financial Intelligence analysis and CounterIntelligence a plus <li> <li> Embody the qualities of being a true team player humility intelligence and openness to both positive and constructive feedback <li> <ul> Estimated annual salary range $7900095000 USD plus equity Benefits include medical vision dental 401K plan generous time off parental leave wellness reimbursements professional development employee investing discount and more About Wealthfront Wealthfront started with the ambition to transform the investment advisory business with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions We built one of the first automated investment products that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee We then expanded We now work with partner banks to offer exceptional banking features through a Wealthfront Brokerage Cash Account which makes it remarkably easy for people to automate their finances endtoend and eliminated the hassle of money management all of which resulted in attracting more than $50 billion of our clients hard earned money pioneering the roboadvisor category and transforming the broader industry And yet we have a long way to go to achieve our mission to build a financial system that favors people not institutions Wealthfronts vision is to make it delightfully easy to build longterm wealth on your own terms This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks While this is a great way to start it is inconsistent with building longterm wealth We want to empower young investors to expand their horizon and easily explore and execute on a wider range of investing strategies make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially in a way thats transformational to their lives and their longterm future For more information please visit <a class=fontbold underline fontbold underline postingslink href=httpwwwwealthfrontcom rel=noopener noreferrer nofollow target=blank> wwwwealthfrontcom <a> We are an equal opportunity employer and value diversity at our company We do not discriminate on the basis of race religion color national origin gender sexual orientation age marital status veteran status or disability status Please review our <a class=fontbold underline fontbold underline postingslink href=httpswwwwealthfrontcomstaticdocumentscandidateprivacynoticepdf rel=noopener noreferrer nofollow target=blank> candidate privacy notice <a>

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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.

All Trusted Advisor Jobs 1,139 jobs All Jobs in USA 591,266 jobs Trusted Advisor in Remote 3,239,951 jobs Trusted Advisor in Other US Location 2,818,751 jobs Trusted Advisor in New York City, NY 748,839 jobs Trusted Advisor in Multiple Locations 659,425 jobs Trusted Advisor in Washington DC 456,755 jobs Trusted Advisor in Chicago, IL 438,711 jobs Travel in USA 79,837 jobs Full Time in USA 46,687 jobs Retirement Plan in USA 43,124 jobs 401(K) in USA 37,542 jobs Health Insurance in USA 34,384 jobs Life Insurance in USA 33,039 jobs

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