Advisor

• Grow the small business economy by helping businesses with payroll, health insurance, 401(k)s, and HR
• Role-specific responsibilities are not provided; the posting contains placeholder text for the role and team descriptions
• The day-to-day duties section contains placeholder bullet points rather than actual responsibilities
• Actively engage with AI tools relevant to the role and develop AI fluency as technology evolves

Dedicated Service Advisor supporting Gusto’s payroll, benefits, and HR platform for small businesses

Service Advisor

Dedicated Service Advisor supporting Gusto, a provider of payroll, benefits, and HR solutions for small businesses. Role-specific duties and qualifications remain unspecified in the posting.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Lead complex initiatives to improve claim accuracy and operational efficiency
• Develop and apply statistical models and predictive analytics to identify opportunities within healthcare claims data
• Collaborate with cross-functional teams to migrate SAS-based edits to a new platform
• Drive enterprise data initiatives focused on improving data quality and operational effectiveness
• Design and execute model validation and performance monitoring approaches

Business Analytics Advisor leading data science initiatives at Cigna's Payment Integrity

Business Analytics Advisor, Payment Integrity

Business Analytics Advisor maintaining claim accuracy and operational efficiency at Cigna. Collaborating with teams to enhance AI-enabled analytics and data integration initiatives.

• Initiate automotive services and repairs by ascertaining performance problems and services requested.
• Troubleshoots vehicle problems and services by listening to the customer's description of symptoms, clarifying the description of problems, conducting inspections, taking test drives, checking vehicle maintenance records, and examining service schedules.
• Prepares repair orders (RO) by describing symptoms, problems, and causes discovered, as well as repairs and services required.
• Maintains customer rapport by explaining estimates and expected return of the vehicle, obtaining customer’s approval of estimates, obtaining and providing contact telephone numbers, answering questions and concerns, and arranging towing and temporary transportation.

Service Advisor providing automotive services and repairs at Schomp Automotive

Service Advisor responsible for initiating automotive services and repairs at Schomp Automotive. Focusing on customer experience and providing high-level hospitality.

• Perform PURE 360 Risk assessments by evaluating complex and varied property conditions across regions, construction types, and environmental factors, assessing risk exposure.
• Analyze and interpret findings to assess loss probability and severity, using professional judgment to determine appropriate recommendations.
• Recommend loss prevention strategies by identifying practical solutions and prioritizing actions based on risk impact.
• Using professional judgment, technical expertise, and discretion, this role assesses property conditions, evaluates replacement cost considerations, identifies material risk factors, and determines the significance of exposures that may affect underwriting decisions, loss potential, and business operations.
• Partner with Underwriting and internal stakeholders to provide insight that supports risk selection and business decisions.
• Evaluate unique site conditions and risk factors by applying technical knowledge and experience to geographic and peril-specific scenarios.
• Operate independently in the field with flexibility in approach and execution, adapting methods based on property-specific conditions.
• Communicate assessment results and recommendations clearly, including the rationale behind decisions and potential risk implications.
• Serve as a trusted representative of the PURE brand in members’ homes, building credibility through thoughtful, knowledgeable engagement while bringing humility, professionalism, and genuine care to every interaction – delivering a service experience that reflects our commitment to excellence.

HNW Residential Property Advisor assessing complex property exposures for members

HNW Residential Property Advisor

HNW Residential Property Advisor assessing complex property exposures and supporting underwriting decisions for high-value homes. Communicating findings and recommending mitigation solutions to enhance member service.

• Assist clients with exploring hotel options, vacation packages, and resort stays
• Provide guidance based on client preferences, travel goals, and budget considerations
• Support the booking and confirmation process for accommodations and travel services
• Communicate clearly regarding reservation details, availability, and travel requirements
• Review travel information for accuracy, including dates and guest details
• Maintain organized records of client interactions and bookings

Remote Hotel & Vacation Advisor assisting clients with vacation bookings

Hotel & Vacation Advisor

Remote Hotel & Vacation Advisor assisting clients with selecting accommodations and coordinating vacation plans. Entry-level role in the travel and hospitality industry with training provided.

• Applies expert knowledge of line of business products, services, and processes to serve as a subject matter resource in the assessment of complaint program risks and opportunities across multiple technologies and business goals
• Leads activities in support of servicing of complaints/inquiries through monitored channels within the organization, providing recommendations to the strategy, performance management, and consistent handling
• Distributes workload, oversees controls oversight, monitors telephone adherence, coaches, and motivates the team to adhere to their responsibilities to achieve organizational metrics
• Leads team projects, initiatives, presentations, and/or events and action plans; reviews, prepares, and approves written responses, member profiles, and executive summaries that meet established standards of appearance and content to represent USAA's executive management group
• Manages and resolves complex complaints and inquiries to assist the team in resolution activities
• Identifies opportunities to mitigate risks including process and procedure gaps and ensures timely changes are made; makes recommendations related to tactical strategies, performance, workload, technology, and operational effectiveness of complaint handling
• Applies expert knowledge for strategic and operational planning and process implementation to ensure that CEO Member Relations advisors are adequately trained, knowledgeable of process, goals, objectives, and strategies to successfully achieve metrics and action plan results
• Assists the team by assuming responsibility for complex complaints/inquiries through various processes and channels to ensure the needs of complainants are met and is a proxy for management including taking over escalated calls from advisors
• Demonstrates advanced knowledge of current policies, procedures, regulatory guidelines and enterprise complaint standards
• Facilitates communications with leadership and provides summaries of findings
• Leads activities to support the Annual Members' Meeting
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

MR Lead Advisor serving as subject matter resource in complaint handling

Member Relations Lead

MR Lead Advisor at USAA handling and resolving complex regulatory complaints. Leading team projects while ensuring compliance with laws and regulations.

• Drive the reliability, availability, and scalability of mission-critical applications supporting Voice Self-Service and Automation capabilities
• Lead and support a blended team of employees and consultants operating across onshore and offshore locations in a 24x7 environment
• Implement proactive monitoring, alerting, and observability solutions to identify and resolve issues before they impact customers or business operations
• Conduct root cause analysis of application and system failures, implementing sustainable corrective actions to prevent recurrence
• Develop automation solutions that streamline deployments, configuration management, operational processes, and application health checks
• Partner with engineering teams to design, deploy, and support resilient solutions that maximize system stability and performance
• Advance self-healing capabilities that reduce manual intervention and improve overall service availability
• Analyze availability, reliability, and performance metrics to identify improvement opportunities and drive operational excellence
• Participate in major incident management, service restoration activities, and post-incident reviews impacting the STP organization
• Champion best practices in cloud operations, automation, observability, and platform resiliency.

Application Development Senior Advisor driving automation for resilient application systems

Senior Application Development Advisor

Application Development Senior Advisor at Cigna managing mission-critical applications for Voice Self-Service and Automation. Leading automation initiatives and driving operational excellence across platforms.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth
• Consults, develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business
• Develops best in practice solutions to the most complex business challenges
• Identifies opportunities to change, enhance, or streamline existing business projects and initiatives
• Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm
• Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization
• Provides gap analysis, recommendations, and strategic direction to enhance business programs, projects, agile projects and/or processes in a client consulting capacity
• Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace
• Identifies strategic partners and stakeholders to successfully communicate programs strategic impact
• Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners
• May lead efforts to conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues
• Monitors, develops and communicates audit testing, control testing and examination requests
• Leads the development, management of consistent execution of operational reporting and provides trend analyses and solutions
• Serves as a coach and mentor and on-the-job trainer for other team members
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Business Advisor Lead providing planning and implementation guidance for financial services.

Business Advisor, Lead

Business Advisor Lead providing business planning guidance and solutions for financial services industry. Identifying opportunities for compliance, process improvement, and stakeholder communication in a hybrid work environment.

• Design, develop, and maintain complex technical solutions, including custom user interfaces, automation tools, and data pipelines supporting provider data, adoption, and regulatory compliance initiatives
• Build and enhance UI-driven tools and workflow solutions that automate manual processes, enable structured data collection, and support downstream reporting and analytics
• Develop and maintain ETL processes that ingest, transform, reconcile, and consolidate data from multiple internal systems and external vendor files
• Automate complex reconciliation and matching processes, reducing manual effort and enabling low-touch or one-click workflows for operational teams
• Translate business and operational requirements into scalable technical solutions, including data models, ETL logic, automation workflows, and backend processing across multiple platforms and data sources
• Refactor and modernize legacy reporting and automation solutions, improving performance, scalability, reliability, and maintainability across enterprise migration and modernization initiatives
• Work hands-on with complex and incomplete (“messy”) data, partnering with business stakeholders to understand upstream processes, data gaps, and system behaviors
• Partner directly with IT teams at a technical design level, defining data structures, tables, indices, and upstream capture requirements to ensure solutions are implemented correctly and sustainably
• Serve as a technical liaison between business and IT, while also performing hands-on development work; this role is a hybrid of developer and business analyst, not a requirements-only position
• Support end-to-end technical delivery for high-visibility initiatives, including enterprise migrations, automation programs, provider data modernization, and regulatory reporting
• Identify opportunities for process improvement and automation to reduce manual effort, improve data quality, and increase operational efficiency
• Ensure data accuracy, consistency, and reliability across regulated and compliance-sensitive environments through strong development, validation, and quality practices

Data Management & Reporting Advisor designing technical reporting solutions for provider data quality

Data Measurement and Reporting Advisor

Data Management & Reporting Advisor at Cigna developing technical solutions for provider data quality and compliance, ensuring operational efficiency through automation and analytics.

• Provide timely, accurate and compliant responses for complaints identified and addressed to USAA's Executive Management Group, Chairman and Board of Directors, general consumers, and/or regulatory agencies
• Examine the work performed by stakeholders and vendor partners for any process or service failures identified within moderately complex complaints
• Execute the end-to-end lifecycle to resolve logged consumer complaints and deliver outcomes verbally or written to complainants, leadership, and, on occasion, to regulators
• Collaborate with stakeholders to apply knowledge of Function or Line of Business products, services, and processes to serve as a resource and advocate in the resolution of complaints
• Identify business process opportunities and develop summaries to mitigate risks and escalate process gaps
• Communicate effectively in multiple platforms with complainants, executives, legal, other internal and external stakeholders

Advocacy Advisor II providing compliant responses to complaints for USAA.

Advocacy Advisor II

Advocacy Advisor II providing compliant responses to complaints for USAA. Collaborating with stakeholders to address member issues while maintaining documentation and process improvements.

• Be an expert in all Zillow Rentals Network products and services
• Perform a high volume of calls (approximately 40 per day) to increase participation from multifamily rental management companies
• Utilize Salesforce, Salesloft, and internal and third party reporting to prospect and strategize, log activity, and manage your calendar and opportunities.
• Clearly communicate performance expectations to clients internally and externally.
• Consistently meet and exceed success metrics, including revenue and retention, as well as activity based KPIS
• Excel in high-level conversations and presentations with decision-makers via Zoom and phone calls with a focus on building positive relationships to drive business results, as well as be proactive and reactive in servicing account needs
• Serve as a brand ambassador for Zillow Group, representing the best interests of the company, its advertisers, and industry partners
• Represent the voice of the customer to influence product, marketing, and sales process and improvement
• Execute against the MEDDPICC sales process and adopt Challenger principles in every customer interaction to drive insight-led, value-based conversations

Business Advisor focusing on client growth and retention in real estate sales

Business Advisor, SMB, Rentals

Business Advisor in Zillow Rentals driving growth and retention for existing client portfolios through consultations and strategic insights. Collaborating with clients to achieve sales goals and enhance partnerships.

• Support national account strategies for multi-region rental partners by executing day-to-day account management activities
• Maintain data accuracy and coordinate with cross-functional teams to deliver a consistent, high-quality partner experience
• Drive renewals, adoption, and performance insights across distributed portfolios
• Serve as a brand ambassador for Zillow Group, representing the interests of the company, advertisers, and industry partners
• Mentor and educate partners on Zillow’s products and services to achieve shared goals
• Conduct regular business reviews with partners to assess goals, analyze results, and provide recommendations
• Analyze data and communicate insights to identify strengths and opportunities for partners
• Demonstrate expertise in local real estate trends, compliance, and market activity
• Utilize Zillow’s tech stack, including Salesforce and analytics tools, to manage business and client relationships
• Represent the voice of the customer to influence product, marketing, and sales process improvements
• Execute against the MEDDPICC sales process and adopt Challenger principles in every customer interaction

National Business Advisor managing multi-region rental partner account strategies

National Business Advisor, Rentals

National Business Advisor managing multi-region rental partner accounts at Zillow. Supporting national account strategies through data management and education on Zillow’s products.

• Lead end-to-end implementation and onboarding of telecom and SaaS solutions, ensuring operational readiness, successful deployment, and customer adoption.
• Own customer engagement outcomes, including OKRs, success metrics, and value realization aligned to business objectives and delivery plans.
• Manage provisioning, integrations, migrations, and deployment activities while coordinating cross-functional teams in a matrixed environment.
• Independently drive customer projects from kickoff through completion, ensuring delivery milestones, timelines, and objectives are achieved.
• Serve as the primary customer contact, providing project updates, communicating outcomes, and building trusted relationships with executive stakeholders.
• Proactively manage risks, issues, and escalations using data-driven recommendations, ensuring timely resolution and stakeholder alignment.
• Ensure SLA/ KPI compliance, operational readiness, and seamless transition of customers to support and service operations teams.
• Drive customer training, early-life support, and adoption initiatives while identifying and mitigating retention or engagement risks.
• Influence delivery excellence by providing peer guidance, promoting best practices, driving process efficiencies, and supporting automation initiatives.
• Contribute to account growth opportunities and business development discussions while maintaining flexibility to travel up to 30% as required.

Lead implementation and onboarding of telecom and SaaS solutions at TransUnion

Advisor, Solutions Consulting

Lead implementation and onboarding of telecom and SaaS solutions at TransUnion. Manage customer engagement outcomes and drive customer training and adoption initiatives.

• Develop, maintain, and monitor operational risk and control frameworks across client implementation and eligibility processes.
• Document and update end‑to‑end process flows, risk assessments, and Risk & Control Matrices (RCMs) to reflect current‑state operations.
• Perform control testing and ongoing monitoring activities to assess control design and operating effectiveness.
• Track, document, and support remediation of control deficiencies, ensuring timely closure and sustainable corrective actions.
• Coordinate and support internal and external audit activities, including evidence gathering support, walkthrough preparation, and audit response support.
• Identify emerging operational risks, control gaps, or process breakdowns and escalate issues with clear risk articulation.
• Recommend practical mitigation strategies and control enhancements aligned with a risk‑based controls approach.
• Partner with Operations and Quality teams to embed control requirements into business processes.
• Support audit readiness activities related to SOC 1, SOX, and internal quality reviews.
• Maintain accurate documentation and support reporting on control health, testing results, and remediation status.

Control Testing & Monitoring Advisor supporting operational risk and control activities at Cigna.

Control Testing & Monitoring Advisor

Control Testing & Monitoring Advisor responsible for managing operational risk and control activities within Cigna’s Client Service & Operations. Collaborating across teams to ensure audit readiness and process improvement.

• Assess and monitor risks related to data integrity, system changes, system access, and technology-enabled operational processes.
• Design and implement controls supporting data governance, data quality, user access management, and change management practices.
• Develop and maintain control templates, standards, and guidance for technology, data, reporting, and analytic governance processes.
• Evaluate control design and operating effectiveness for technology and automated application controls, including support for audit readiness.
• Perform root cause analysis on data or system-related control failures; drive remediation plans that are sustainable, measurable, and aligned with risk severity.
• Advise business and technology partners on integrating controls into system implementations, platform enhancements, process redesigns, and automation initiatives.
• Support the identification, documentation, and escalation of control gaps and emerging technology risks; recommend mitigation strategies and control enhancements.
• Partner with Operational, Technology, and Data teams to improve control automation opportunities and monitoring routines to reduce manual effort and strengthen reliability.
• Coordinate and support internal and external audit activities related to technology controls, including walkthroughs, supporting evidence collection, testing support, and remediation tracking.
• Contribute to reporting on control health, technology risk themes, control failures, and remediation progress to support leadership visibility and governance routines.

Technology Control Advisor improving data-related controls in Client Service & Operations

Technology Control Testing Advisor

Technology Control Advisor improving data-related controls and assessing technology risks in Client Service & Operations. Collaborating with Technology, Data Governance, and Operational teams to strengthen control design.

• Leverage data to answer business questions by identifying data needs, extracting data from relevant sources, and performing detailed analyses
• Use technical expertise (e.g., SQL, Python, PySpark) and analytical tools to explore operational data, identify trends, drivers, and outliers, and explain performance outcomes
• Design, build, and maintain standardized reports and dashboards that support C&CE operational reviews and decision-making
• Ensure data accuracy, consistency, and reliability through validation, reconciliation, and quality checks
• Partner closely with cross-functional stakeholder groups to align analytics outputs with business needs

Business Analyst Advisor delivering high-quality analytics for Cigna's Workforce Management team

Business Analytics Advisor, C&CE Workforce Management

Business Analyst Advisor delivering high-quality analytics and insights for Cigna's Workforce Management team. Collaborating closely with operations leaders and stakeholders to drive effective operational decision-making.

• Support client onboarding, engagement and product utilization initiatives in collaboration with product coordinators and internal teams.
• Provide analytical product support, including inquiry resolution, trend monitoring, and issue escalation.
• Address functionality and content questions related to the CDB.
• Develop and maintain training materials such as user guides, one-pagers, and FAQs.
• Deliver virtual training sessions, including one-on-one sessions and scheduled webinars, to introduce and reinforce CDB functionality.
• Ensure a positive client experience through effective access management and product support.
• Monitor industry trends and integrate relevant insights into client interactions and product guidance.
• Partner with cross-functional teams to enhance product adoption and overall client value realization.

Product Advisor supporting healthcare performance initiatives using Vizient’s Clinical Data Base.

Product Advisor

Product Advisor supporting clients in healthcare performance initiatives through Vizient’s Clinical Data Base. Delivering training, education, and enhancing client engagement using analytics tools.

• You will be leading the charge with our customers, helping them electrify their homes from first engagement through the digital (remote) home energy assessment process.
• You're a strong communicator with a high attention to detail who feels confident interacting with a variety of people.
• You have consultative sales or customer success experience dealing directly with customers, and you are comfortable working with technical products (e.g. software, mobile apps, etc.).
• You're also a fast learner, comfortable operating in ambiguity, and able to juggle multiple tasks at once.
• We are looking for go-getters who hold themselves to a high standard of excellence - especially when it comes to creating happy customer experiences.
• You will be joining a dynamic, small team that has great ambitions for scale, and we're looking for similarly ambitious, talented people to join our fast growing team!

Home Advisor helping customers electrify their homes at Zero Homes

Home Advisor

Home Advisor leading customer engagement for electrifying homes at Zero Homes. Involves consultative sales and technical product knowledge while working with a dynamic team in Denver, Colorado.

Advisor jobs in Colorado

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Service Advisor

Client Advisor – Athletic Background

Business Analytics Advisor, Payment Integrity

Service Advisor

HNW Residential Property Advisor

Hotel & Vacation Advisor

Member Relations Lead

Senior Application Development Advisor

Policy Advisor

Business Advisor, Lead

Data Measurement and Reporting Advisor

Advocacy Advisor II

Business Advisor, SMB, Rentals

National Business Advisor, Rentals

Advisor, Solutions Consulting

Control Testing & Monitoring Advisor

Technology Control Testing Advisor

Business Analytics Advisor, C&CE Workforce Management

Product Advisor

Home Advisor