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.

Accounting Division Lead - SaaS

Company: Burklandassociates

Location: USA

Posted Dec 09, 2023

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. In addition, full-time regular positions are eligible for, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. On a daily basis, you’ll be using the entire G-Suite, Quickbooks online, Ramp, Expensify + Concur. Preferably in the SaaS sector.Strong knowledge of revenue recognition (Subscription - time-based, use-based) 606, commissions related to 606, etc.Strong track record of leadership and team management.Exceptional client relationship management skills, with the ability to understand client needs.Excellent project management skills, with the ability to prioritize tasks, meet deadlines, and deliver high-quality results.Exceptional communication and interpersonal skills, with the ability to effectively collaborate with clients, team members, and leadership.Strong working knowledge of software is key in this role. Your Typical, Atypical, DayLead and manage a team of accounting consultants, providing guidance, mentorship, and support to maximize their potential. We're a remote-first workplace, so you can work from your home office or from the beach if you’d like!We offer a collaborative, communicative culture, driven by our Core Purpose + Values. Develop and maintain relationships with potential clients, nurture leads, and participate in client onboarding.Oversee and manage complex projects, ensuring timely completion, quality deliverables, and adherence to client expectations.Stay abreast of industry best practices to ensure compliance and minimize risks. For individuals with disabilities who would like to request accommodation, please visit our careers page https://burklandassociates.com/careers/.Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.The base pay range target for the role described in this job description is $. If this sounds like a team you'd like to be a part of, we'd love to hear from you.Burkland Associates is committed to a diverse and inclusive workplace.

Client Success Manager - East Coast

Company: Spiff

Location: USA

Posted Dec 11, 2023

We know that fostering a diverse and inclusive team has a positive impact on our products and services, and helps us better serve our customers, employees, and community stakeholders. Stay vigilant and informed. At Spiff, we're committed to building a diverse and inclusive organization that reflects the ever-changing world around us. Should you encounter any suspicious communication or have any concerns, do not hesitate to contact us. What types of perks and benefits we offer… Competitive Salary and Equity Health Benefits Remote First & Friendly Company Spiff Inc. will consider internal equity, external market information, and each candidate's prior experience, education, location, skills, and aptitudes for the role they are applying for. If you have any doubts about the authenticity of an email, letter, or telephone communication claiming to be from Spiff, please reach out to us at [email protected] before taking any further action in response to the correspondence. We ensure that all offers are initially communicated verbally by Spiff’s recruitment team, followed by written communications Email Verification: Legitimate recruiting emails from Spiff, inc. will always originate from an "@spiff.com" email address. Fraudulent Recruitment Alert - Be Aware and Stay InformedAt Spiff, we prioritize a secure recruitment process. We've noticed fake job offers online where individuals, posing as Spiff representatives, aim to deceive candidates through emails and calls to obtain sensitive information. Your security is our priority, and we want to ensure that your interactions with us are safe and reliable.

Placement Advisor

Company: Stay In The Game

Location: USA

Posted Dec 11, 2023

Previous experience in admissions/and or student enrollment preferred but not required Comfortable communicating and establishing rapport in a professional manner via phone and email Strive to exceed KPIs Experience with Salesforce, Tevera (or other EMS and CRM): 2 years (Required) Higher Education Student Services: 3 years (Required) advising FNP students: 1 year (Preferred) Additional Information Job Type: Full-time Salary: $20.00 - $22.00 per hour Benefits: Dental insurance Employee assistance program Flexible schedule Health insurance Paid time off Vision insurance Schedule: 8 hour shift Monday to Friday Work setting: Remote All your information will be kept confidential according to EEO guidelines. Manage placement process for graduate online students Develop new partnerships with community agencies in different regions of the country Match students with agencies that meet academic requirements and student preferences Ensure students' success through on-time placement Maintain professional communication with university partners (as needed) Meet key performance indicators (KPIs) Provide excellent customer service and maintain professional communication with students via phone and email (depends on the program) Qualifications Associate's Degree required. Bachelor's Degree or other advanced degree preferred Preferably 2 years work experience providing customer service and/or in a metrics-driven environment This position is remote and can be worked from anywhere in the United States, however availability between the business hours of 8-5 EST are required. This is a fast paced, high-demand position that requires availability within the hours of 8-5PM EST. Job Description Stay In The Game is looking for a Placement Advisor who can effectively manage the placement process for online graduate students across the country. This is an excellent opportunity for a self-driven individual to advance their communication and allocation skills while matching students with agencies that meet their academic requirements for their respective internships. What kind of work will you do? Stay In The Game’s strategic objective is to employ, empower and support caregivers who have been out of the workforce. By offering flexible and remote work options, those with extensive experience and advanced degrees no longer have to struggle to re-enter the workforce because of employment gaps on resumes. Company Description Stay In The Game is working to solve an important social need to see educated and motivated caregivers more adequately represented in the corporate world.

Senior Independent Software Developer

Company: A.Team

Location: USA

Posted Dec 13, 2023

To help us secure amazing missions, we raised $60 million+ from Insight Partenrs, Tiger Global, NFX, RocNation, along with the former CEO of Upwork, the founders of Fiverr and Lemonade, Apple's Global Head of Recruiting, YC Partner Aaron Harris, Wharton's Adam Grant, and Duke's Dan Ariely. You’ll be paid to scope it out, give the client options, guide strategy, and execute on the selected solution. We call them "unhirables": people who traditional companies couldn’t hire full-time even if they wanted to, but who want to do their most meaningful work with their favorite people in small, autonomous, distributed expert teams. Small, curated, off-the-record gatherings: for conversations hard to have elsewhere. A·Team makes money by charging a small, flat, transparent platform fee on top of your rate. Those who prefer consistent contract work over a full-time role, who want to create a variety of new products alongside other top-tier builders. Keep 100% of what you earn: if you charge $120/hr, you get $120/hr. What you’ll do: Once part of A.Team, you’ll regularly be invited to impactful missions that match your interests. The majority of A.Teamers spend most of their time doing independent work, but a sizeable percentage are either employed full-time (but testing out client work), bootstrapping a side project, or looking for their next big thing Who A·Team is not for: People looking for small gigs Folks looking to build simple wordpress/wix/squarespace-style websites Those still early in their careers (<4 years) and recent university/bootcamp grads (at least not yet) Our long-term vision: A·Team is a new type of company for a new kind of independent software builder. Sometimes the client has a clear vision, sometimes not; which is why A.Team builders tend to be senior folks who can work together to find the right direction.

Senior Accountant

Company: Bookkeeper360

Location: USA

Posted Dec 13, 2023

We do not discriminate on the basis of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. If you are proficient in Quickbooks Online or Xero, Shopify, Bill.com, and Gusto, communication and collaboration tools like GoogleMeets and GoogleChat, and you enjoy learning how to use new softwares and tools, you'll fit right in Gets you to the top of the list: • A passion for helping small businesses • Expertise in GAAP based financial reporting • Experience working in ecommerce, product companies, technology, professional service business, and real estate industries • Consulting experience • Cloud-based accounting experience • Public accounting experience What you can expect as a Team Member: • Salary range from $60,000-$75,000/year + variable compensation plan after 6 months • Comprehensive benefits package including medical, dental, vision, and 401K with employer match • Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster) • Fully remote workplace • Unlimited PTO after the first year • Company paid holidays • Virtual team-building activities, and other company-wide events • Collaborative team-based work environment • Career path and advancement opportunities - company policy of promoting from within At Bookkeeper360, we are committed to hiring diverse talent of different backgrounds and as such, it is important to us to provide an inclusive work environment for all. You're collaborative, optimistic and you listen to understand, remaining kind, humble and empathetic in all interactions • Everyday we're hustling: You are highly motivated, determined to succeed, and are comfortable with change and ambiguity. As an equal opportunity employer, we encourage and welcome people of all backgrounds to apply. • A “tech guru”: As a fully remote company, strong computer skills as well as strong financial analytical skills are important to our success. You love to be innovative, bring new ideas to the table, and drive improvement; within your own team, and across the organization • A people-oriented mindset: You understand that people are everything. What you'll do as a Senior Accountant at Bookkeeper360: • Manage client relationships weekly and monthly • Assumes primary responsibility for responding to clients • Interact with business owners, providing them high-level insights and advanced analysis on their business's financials and performance • Must have a sense of urgency to address tight deadlines with a multitude of accounting activities including general ledger, administration, financial reporting, AP, AR, payroll, and reconciliations • Ability to reconcile tax returns to books and records • Deliver exceptional service on time and on budget • Ability to complete back work projects in an efficient, timely manner • Routinely communicate with Accounting Manager relating to financial close, accounting issues, and deliverables • Leverage multiple cloud based accounting systems, and integrated add-ons, to provide accounting services for our clients • Setup and manage cloud technology integrations • Review workflow and business operations and make technology and app recommendations to increase efficiencies How to be successful in this role: • Must be Driven, Accountable, Humble, and Team-Oriented • A drive to do better and be better: You're not satisfied with “good enough”, and something that needs fixing isn't just someone else's job. You have a humble, team-player attitude and are ready and willing to help out wherever you are needed most • A thirst for knowledge: This role is as challenging as it is rewarding. You're excited to take on new challenges and have a passion for learning new concepts. About the role: This position works within our client fulfillment department.

Updates Editor, Education

Company: Forbes Advisor

Location: USA

Posted Dec 12, 2023

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Experience: 2+ years in higher-ed online journalism Experience writing and editing for SEO Experience working with Google Docs Experience working within a CMS Airtable experience a plus Qualifications Additional Information Forbes Marketplace provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. You work well remotely. Job Responsibilities: Update dozens of articles each month informing readers about schools, careers, bootcamps and more, ensuring freshness, accuracy and compliance metrics. This is a full-time remote position. Edit new content as needed. The team brings rich industry knowledge to Marketplace’s global coverage of consumer credit, debt, health, home improvement, banking, investing, credit cards, small business, education, insurance, loans, real estate and travel. Work directly within our content management system to make timely updates. You’re detail-obsessed and love a good style guide. Marketplace boasts decades of experience across dozens of geographies and teams, including Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales.

Principal Product Designer

Company: Pager

Location: USA

Posted Dec 09, 2023

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. The compensation package may include stock options, plus a range of medical, dental, vision, financial, generous PTO, stipends for professional development, and wellness benefits. At Pager, we value diversity and always treat all employees and job applicants based on merit, qualifications, competence, and talent. The range listed only applies to Colorado, Nevada, and New York. This may include but is not limited to substance testing, education, employment, references, state and federal licensure and certifications, criminal history, Office of the Inspector General (OIG) and General Services Administration (GSA) exclusions checks. You hold a bachelor’s degree in a relevant design discipline (graphic design, interaction design, HCI, user experience design), or possess equivalent work experience. Final compensation for this role will be determined by various factors such as a candidate's relevant work experience, skills, certifications, and geographic location. You evangelize iterative design processes with cross-functional teams. Qualifications: You have 8+ years’ experience in product design leading design initiatives in cross-functional teams; collaborating with other designers, UX researchers, product managers, and engineers. Visual Design: You can demonstrate, articulate, and teach an understanding of layout, typography, and visual hierarchy.

Business Systems Engineer

Company: Cyber Advisors

Location: USA

Posted Dec 13, 2023

Improve existing reports, data sets, automation, processes, documentation, and systems across different departments. Monitor and address client alerts (i.e., Down Servers, Network Alerts, Security Alerts, Backup Alerts, and Critical System Alerts). Demonstrate verbal and written communication skills; ability to communicate with all levels of the organization, clearly and concisely present issues, alternatives, and recommendation(s).Strong technical documentation skills, ability to clearly record key information within ticketing and knowledge base systems.Appreciation of internal customer business, goals and objectives, strategies, and needs.Demonstrate ability to manage and prioritize multiple tasks, aggressive targets, and deadlines.Demonstrate understanding of priorities and effective work procedures, self-manage work time, and prioritize multiple tasks and problems.Requires US citizenship and the ability to pass a background check. Whether we are blowing off steam on the company-owned boat club, gathering for a fun summer family picnic, or hosting sales –vs- engineering paintball war, we play just as hard as we work. Serve as a subject matter expert and assist internal users with our other network monitoring software, backup solutions, and anti-viruses. TECHNICAL SKILLS: Supported tools stack includes, but is not limited to: ConnectWise Suite (PSA, Automate, ITBoost, BrightGuage, RMM) AuvikESET MSPDarkWebIDAddigy SecurenceArctic WolfKnowBe4Cisco UmbrellaAcronisDattoVeeam QUALIFICATIONS: Dedication to customer satisfaction and getting it right the first time.Demonstrate ability to explain complex technical concepts to a non-technical audience.Strong trouble-shooting skills across a broad and diverse population and environment.Demonstrate ability to proactively look for process improvement opportunities, challenge conventional practices, and adopt new methods and best practices. First and absolutely foremost, we believe in taking care of our employees and their families. Also focused on continuous self-improvement. The candidate will need to maintain a true desire to deliver results with a sense of urgency, utilizing best practices, technical skills/experiences, common sense, and best judgment. We believe good things come to those who sweat.

Client Success Director, Payers

Company: Pager

Location: USA

Posted Dec 10, 2023

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. The compensation package may include stock options, plus a range of medical, dental, vision, financial, generous PTO, stipends for professional development, and wellness benefits. At Pager, we value diversity and always treat all employees and job applicants based on merit, qualifications, competence, and talent. The range listed only applies to Colorado, Nevada, and New York. This may include but is not limited to substance testing, education, employment, references, state and federal licensure and certifications, criminal history, Office of the Inspector General (OIG) and General Services Administration (GSA) exclusions checks. Final compensation for this role will be determined by various factors such as a candidate's relevant work experience, skills, certifications, and geographic location. As required. Experienced in designing, developing and deploying wellness programs within a health plan. Highly proficient in data analysis, development of presentations and project execution Ability to deal with ambiguity & manage multiple stakeholder expectations simultaneously Proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint) Excellent oral and written communication skills. Strong interpersonal and organizational skills Must be a team player, be organized and have the ability to handle multiple projects Ability to work independently with minimal supervision or function in a team environment sharing responsibility, roles, and accountability For Colorado, Nevada, and New York-based employment: In accordance with the Pay Transparency laws the pay range for this position is $160,000 to $190,000.

Business Information Analyst

Company: Firefly Health

Location: USA

Posted Dec 12, 2023

All employment is decided on the basis of qualifications, merit, and business need. We value diverse backgrounds and perspectives. Firefly is an equal opportunity employer. Even if you’re not sure this role is the one for you, don’t let that stop you. We're committed to building and sustaining an inclusive workplace culture where individuals are treated with dignity and respect. We’d love to have a conversation to see where you could fit. This role can be done largely remotely, there are several times a year when staff come together onsite for planning and team building. Develop and analyze business performance reports (eg. is preferred Ability to manipulate large sets of data linking them from different sources Strong analytical, organization, presentation, and problem-solving skills You have knowledge of billing systems and healthcare coding and experience working with healthcare claim data It’d be nice if: You have experience working in a health plan finance, actuarial or medical economics functional area You have experience working in a healthcare provider administering services in a Value Based arrangement or other full risk construct Our office is located in Watertown, Massachusetts but we’ve developed a robust remote working structure to give us more flexibility geographically while hiring for many positions. We are always looking for valuable talent to add to our growing team.

Accounting Division Lead - Consumer

Company: Burklandassociates

Location: USA

Posted Dec 09, 2023

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. In addition, full-time regular positions are eligible for, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. On a daily basis, you’ll be using the entire G-Suite, Quickbooks online, Ramp, Expensify + Concur. Your Typical, Atypical, DayLead and manage a team of accounting consultants, providing guidance, mentorship, and support to maximize their potential. We're a remote-first workplace, so you can work from your home office or from the beach if you’d like!We offer a collaborative, communicative culture, driven by our Core Purpose + Values. Develop and maintain relationships with potential clients, nurture leads, and participate in client onboarding.Oversee and manage complex projects, ensuring timely completion, quality deliverables, and adherence to client expectations.Stay abreast of industry best practices to ensure compliance and minimize risks. Preferably in the Consumer sector.Strong knowledge of inventory and leasing accounting.Strong track record of leadership and team management.Exceptional client relationship management skills, with the ability to understand client needs.Excellent project management skills, with the ability to prioritize tasks, meet deadlines, and deliver high-quality results.Exceptional communication and interpersonal skills, with the ability to effectively collaborate with clients, team members, and leadership.Strong working knowledge of software is key in this role. For individuals with disabilities who would like to request accommodation, please visit our careers page https://burklandassociates.com/careers/.Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.The base pay range target for the role described in this job description is $. If this sounds like a team you'd like to be a part of, we'd love to hear from you.Burkland Associates is committed to a diverse and inclusive workplace.

Associate Project Manager

Company: Altera Digital Health

Location: USA

Posted Dec 11, 2023

We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law. JD, technology), for example. Identifies, suggests, and implements improvements to processes. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. Experience leading and/or participating in software testing QA events either as a tester, subject matter expert, consultant, team lead, or manager to the degree necessary for planning, monitoring, and managing issues to successful resolution. Demonstrates project control through disciplined measurement, assessment, planning, and reporting. Ability to manage multiple projects and deadlines simultaneously Must be highly self-motivated, creative, and efficient in proposing solutions to complex, time-critical problems Good negotiation skills with the ability to facilitate discussion, identify alternative approaches, and resolve conflicts Ability to identify and remove impediments, as well as prevent distractions for the team MS Office Suite skills are required (PowerPoint, Word, Excel, Teams) Preferred Experience/Skills: Background with services implementations working in health information technology, electronic medical records, or telemedicine related software Familiarity with hospital acute, ambulatory, care coordination, insurance, or accountable care Familiarity with standard health information data transfer methods, such as HL-7, FHIR, CCD/CCDA, XDR, XDS.b, or Direct Messaging Familiarity with, and ability to influence, the Software Development Life Cycle Understanding and ability to plan for technical dependencies related to distributed cloud computing such as VPN’s, certificates, networking, and active directory management. Establishes trusted relationships with the project team, key influencers/stakeholders, and executive leadership. Good analytical and problem-solving skills with a high attention to detail Great communication, presentation, and interpersonal skills, and ability to work with diverse personality types. Qualifications Academic and Professional Qualifications: Bachelor's Degree or equivalent business/technical experience PMP, PMI-ACP, PRINCE2 or similar project management certification (Preferred) Lean Six Sigma, Scrum, or SAFe certification (Preferred) Required Experience/Skills: 2-4 years relevant work experience Solid organization and time management skills.

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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