Trusted Business Advisor Jobs in USA

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

Sr. Manager - FP&A

Company: Upwork

Location: USA

Posted Jan 08, 2025

Upwork, a global work marketplace, is seeking a Senior Manager for Corporate FP&A. The role involves overseeing the monthly forecast cycle, managing centralized reporting, contributing to board deliverables, and driving the annual budget planning process. The ideal candidate should have experience in FP&A, investment banking, or management consulting, with a strong understanding of accounting and revenue forecasting. Excel proficiency, attention to detail, and excellent communication skills are required. Upwork values trust, risk-taking, customer focus, and excellence, offering comprehensive benefits and fostering a diverse and inclusive workforce.

Sales Manager HVAC applied

Company: Johnson Controls

Location: USA

Posted Jan 07, 2025

Johnson Controls is seeking a YORK HVAC Applied Sales ManagerSales Engineer to drive sales of YORK HVAC equipment within the Commercial and MidMarket segments. The role involves developing and executing sales strategies, building strong customer relationships, and expanding YORK's market presence. The ideal candidate should have a proven track record in HVAC equipment sales, strong communication skills, and proficiency in Microsoft Office and Salesforce CRM. Johnson Controls offers a competitive salary, flexible working options, and a comprehensive benefits package.

Staff Software Engineer - Poe

Company: Quora

Location: USA

Posted Jan 08, 2025

Quora, a remote-first company, is seeking a software developer to design and implement programming language features for AI model composition. The role involves creating building blocks for AI code generation, extending existing languages, and developing tools for code elegance and productivity. The ideal candidate should have a degree in Computer Science, 4+ years of software development experience, and proficiency in multiple programming languages. Passion for AI and programming languages is required, with experience in Python and/or TypeScript being preferred. Quora offers competitive benefits and a diverse, inclusive work environment.

Senior Director - Corporate FP&A

Company: Upwork

Location: USA

Posted Jan 08, 2025

Upwork, a global work marketplace, is seeking a Finance Senior Director to oversee corporate finance, forecasting, and strategic resource allocation. The ideal candidate will have 15+ years of finance experience, excellent communication skills, and the ability to work well under pressure. Upwork values trust, risk-taking, customer focus, and excellence, offering comprehensive benefits and fostering a diverse and inclusive workforce.

Senior Manager - Customer Success

Company: Webflow

Location: USA

Posted Jan 08, 2025

Webflow is seeking a Sr Manager Customer Success to develop and execute customer-centric programs for enterprise customers, driving retention, growth, and product adoption. The role involves building and coaching a high-performing team, optimizing the customer success function, championing customer-centric initiatives, leveraging data for actionable insights, and advocating for customers across Webflow. The ideal candidate should have proven leadership and team development experience, customer success expertise in SaaS or digital industries, exceptional communication and influence skills, strategic and process-oriented problem-solving abilities, and a bias for action and adaptability. Webflow offers competitive compensation, benefits, and a supportive work environment.

Manager - FP&A

Company: Upwork

Location: USA

Posted Jan 08, 2025

Upwork, a global work marketplace, is seeking a Finance Manager for its Corporate FP&A team. The role involves financial consolidation, variance and forecast reports, and collaboration with other FP&A team members. The ideal candidate should have at least 5 years of experience in Accounting and Finance, with a strong understanding of GAAP accounting and financial analysis. Upwork values trust, risk-taking, customer focus, and excellence, and offers comprehensive benefits. The company is committed to diversity and inclusion.

Product Support Representative

Company: Dropbox

Location: USA

Posted Jan 08, 2025

This role involves providing technical support for Dropbox products, including Sync, Capture, Backup, DocSend, Dropbox Sign, and more. The support is delivered via phone, email, and chat. The ideal candidate should have 2+ years of experience in technical support and customer-facing roles, preferably with Enterprise Premium or White Glove level support. Knowledge of troubleshooting desktop operating systems, strong communication skills, and the ability to convey complex technical information in user-friendly ways are required. The role also involves working with tools like Slack, Jira, Zendesk, and Zoom, and may require working on weekends and holidays. The candidate should be a team player, possess good judgment, and maintain confidentiality of sensitive customer data. Preferred qualifications include experience on high-volume support teams, deep technical knowledge, and experience with Zendesk.

Oracle RMS Sr. Architect

Company: Cognizant

Location: USA

Posted Jan 07, 2025

Cognizant is seeking a highly experienced Oracle RMS Sr Architect with a background in retail solutions. The role involves providing support to the inventory system, collaborating with various teams to understand existing business processes, and resolving specific issues within a particular area. The position is remote and open to qualified applicants in Canada. The base salary ranges from $140,000 to $161,500 per year, and the role is eligible for a discretionary annual performance-based bonus and benefits supporting physical, mental, and financial wellbeing.

National Account Manager

Company: Once Upon a Farm

Location: USA

Posted Jan 07, 2025

Once Upon a Farm is seeking a National Account Manager with 5-7 years of retail sales experience, preferably in the Pacific Northwest or Northern California. The role involves overseeing sales initiatives across the company's Natural Channel business, working closely with cross-functional teams, and collaborating with distributor partners. Key responsibilities include account management, broker management, planning and forecasting, data analysis, new product launch, and driving significant distribution gains. The ideal candidate should have expert knowledge of the category and competition, strong planning and organizational skills, and proficiency in leveraging SPINs data. The company offers a competitive salary, comprehensive benefits, and a remote-first work environment.

Customer Success Manager, Mid-Market

Company: Truv

Location: USA

Posted Jan 08, 2025

Truv is a fintech company offering a reliable API platform for payroll account access, powering income and employment verification, direct deposit switching, and more. They have raised $30M from Kleiner Perkins and NYCA, aiming to disrupt a $2B legacy market with innovation and customer-centricity. They are seeking a Customer Success Manager MidMarket to serve as a trusted advisor to enterprise Fintech and Financial Institution clients, driving product adoption, customer satisfaction, and business outcomes in a high-growth environment. The role involves managing relationships, leading client onboarding, creating training programs, and monitoring customer metrics for expanded adoption. Required skills include 23+ years of experience in customer success or similar roles within B2B SaaS, Mortgage, Lending, or Fintech, proven track record at early-stage startups, strong problem-solving capabilities, and excellent communication skills. Success metrics include customer retention, time-to-value, churn rate, product adoption, and revenue growth. Benefits include a base salary of $70,000 - $85,000, healthcare coverage, PTO and remote work flexibility, and professional development opportunities.

Strategic Account Manager

Company: dscout

Location: USA

Posted Jan 08, 2025

The job posting is for a Strategic Account Manager role in the Sales Team. The role involves managing relationships with high-value customers, driving product impact, and ensuring customer satisfaction. Key responsibilities include revenue retention and growth, partnering with customer success and product teams, understanding customer goals, and developing onboarding plans. The ideal candidate should have a minimum of 4+ years in account management, 3+ years in a SaaS company, and 3+ years in a quota-carrying role. Strong communication, leadership, and relationship-building skills are required. Bonus points for expertise in research trends, strategic thinking, and cross-functional teamwork.

Technician 1

Company: Abbott Laboratories

Location: USA

Posted Jan 07, 2025

Abbott, a global healthcare leader, is seeking a Technician 1 Remote Care for its CardiacRhythm Management division in Sylmar, CA. The role involves answering technical and informational questions, triaging calls, and providing clinical and technical support for remote care products. The company offers comprehensive benefits including free medical coverage, retirement savings, tuition reimbursement, and education benefits. Abbott is recognized as a great place to work and one of the most admired companies in the world.

Frequently Asked Questions

What are typical salary ranges for Trusted Business Advisor positions at different seniority levels?
Entry‑level advisors earn $85k–$105k annually, mid‑level roles range $110k–$140k, while senior or executive positions command $150k–$190k+ plus performance bonuses and equity in fintech or health‑tech startups.
What skills and certifications are essential for a Trusted Business Advisor?
Key skills include strategic analysis, advanced Excel/SQL financial modeling, Power BI data visualization, and ESG frameworks such as GRI or SASB. Certifications like Certified Management Consultant (CMC), Chartered Financial Analyst (CFA), or Certified Business Analysis Professional (CBAP) are highly valued. Proficiency in AI/ML tools (Tableau, Alteryx) and cloud platforms (AWS, Azure) is increasingly required.
Is remote work possible for Trusted Business Advisor roles?
Yes—many firms offer hybrid or fully remote arrangements, especially in fintech and consulting. Typical models allow 60–70% remote work with 2 onsite days per month, using collaboration tools like Slack, Microsoft Teams, and secure VPN access.
What career progression paths exist for Trusted Business Advisors?
Career trajectories often move from Analyst to Senior Advisor, then Director of Strategy, VP of Strategic Initiatives, and ultimately Chief Strategy Officer. Building a personal brand through thought leadership, publishing case studies, and attending conferences such as Gartner or ESG‑Summit accelerates advancement.
What industry trends are shaping the Trusted Business Advisor role?
Digital transformation, AI‑driven analytics, ESG integration, RegTech, and cybersecurity are key trends. Advisors must stay current with ISO 27001, GDPR, emerging ESG reporting standards, and leverage blockchain for supply‑chain transparency to guide clients through regulatory and technological shifts.

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