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Value Advisor Jobs (NOW HIRING)

Fora

Sales Coordinator

New York, NY · On-site

$60K - $90K/yr

This role is responsible for ensuring inbound leads are consistently reviewed, prioritized, and moved through the funnel, enabling the sales team to focus on higher-value advisor segments. The Sales ...

RealPage, Inc.

Screening Advisor

Richardson, TX · On-site +1

$105.80K - $180.20K/yr

Overview The Screening Advisor is a highly visible, strategic role responsible for ensuring customers successfully use and gain value from RealPage Screening products and services. You'll act as the ...

RealPage, Inc.

Screening Advisor

Richardson, TX · Remote

$105.80K - $180.20K/yr

Overview The Screening Advisor is a highly visible, strategic role responsible for ensuring customers successfully use and gain value from RealPage Screening products and services. You'll act as the ...

RealPage, Inc.

Screening Advisor

Richardson, TX · Remote

$105.80K - $180.20K/yr

The Screening Advisor is a highly visible, strategic role responsible for ensuring customers successfully use and gain value from RealPage Screening products and services. You'll act as the primary ...

Nearmap

Value Consulting Manager

Carlsbad, CA · Remote

As a trusted advisor to both customers and internal teams, you'll play a key role in scaling value-based selling across the organization while influencing product and go-to-market strategy through ...

Nearmap

Value Consulting Manager

Carlsbad, CA · Remote

As a trusted advisor to both customers and internal teams, you'll play a key role in scaling value-based selling across the organization while influencing product and go-to-market strategy through ...

Nearmap

Value Consulting Manager

Carlsbad, CA · On-site +1

As a trusted advisor to both customers and internal teams, you'll play a key role in scaling value-based selling across the organization while influencing product and go-to-market strategy through ...

Valued Merchant Services

Financial Advisor

San Francisco, CA · On-site

$75K - $250K/yr

... value. Two Distinct Career Paths1. Advisor Development TrackPartner with a Seasoned Senior Advisor Ideal for advisors looking to accelerate growth through mentorship, advanced planning exposure, and ...

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Value Advisor information

What are the key skills and qualifications needed to thrive as a Value Advisor, and why are they important?

To thrive as a Value Advisor, you need strong business acumen, analytical skills, and a background in finance, consulting, or related fields—often supported by a bachelor's or master's degree. Familiarity with value management tools, CRM systems like Salesforce, and financial modeling software is commonly required. Excellent communication, relationship-building, and problem-solving abilities help Value Advisors work effectively with clients and internal teams. These skills are crucial for accurately identifying, articulating, and maximizing the value proposition of products or services to drive customer success and business growth.

How does a Value Advisor typically collaborate with sales and client success teams to drive customer value?

Value Advisors work closely with sales and client success teams by providing insights and frameworks that articulate the business value of solutions to prospective and existing clients. They often participate in joint meetings to understand customer challenges, tailor value propositions, and help quantify potential ROI. This collaborative approach ensures that the messaging resonates with customer needs and supports the sales cycle, while also assisting client success teams in demonstrating ongoing value post-sale. Effective communication and alignment with these teams are key to maximizing customer satisfaction and long-term partnerships.

What are Value Advisors?

Value Advisors are professionals who help organizations identify, articulate, and maximize the business value of products, services, or solutions. They work closely with clients to understand their needs, analyze business processes, and demonstrate how specific offerings can deliver measurable improvements or cost savings. Value Advisors often use data-driven insights and tailored value propositions to support sales teams and guide decision-makers in making informed investments. Their role is especially important in complex sales cycles where quantifying value is critical for closing deals.

What is the difference between Value Advisor vs Financial Analyst?

AspectValue AdvisorFinancial Analyst
CredentialsCertifications like CFA, CFP often preferredSimilar certifications, including CFA, CPA common
Work EnvironmentClient-facing, consulting-focused, advisory rolesCorporate finance, investment analysis, reporting
Industry UsageFinancial services, consulting firms, wealth managementBanking, investment firms, corporate finance departments
Search & Comparison IntentUnderstanding advisory roles in value assessmentAnalyzing financial data and investment opportunities

The main difference between a Value Advisor and a Financial Analyst lies in their focus and work environment. Value Advisors primarily work in client-facing, consulting roles to provide strategic value assessments, while Financial Analysts analyze financial data to support investment decisions within organizations. Both roles require similar credentials, but their day-to-day tasks and industry applications differ significantly.

More about Value Advisor jobs
What states have the most Value Advisor jobs? States with the most job openings for Value Advisor jobs include:
What job categories do people searching Value Advisor jobs look for? The top searched job categories for Value Advisor jobs are:
What are popular job titles related to Value Advisor jobs? For Value Advisor jobs, the most frequently searched job titles are:
Value Advisor jobs near you
Infographic showing various Value Advisor job openings in the United States as of May 2026, with employment types broken down into 41% Full Time, 57% Part Time, 1% Temporary, and 1% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution.

Sales Coordinator

Fora

New York, NY • On-site

$60K - $90K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

About The Role

Fora is hiring a Sales Coordinator to support the front end of the advisor sales pipeline. This role is responsible for ensuring inbound leads are consistently reviewed, prioritized, and moved through the funnel, enabling the sales team to focus on higher-value advisor segments. The Sales Coordinator partners closely with the membership sales team to triage applicants, conduct outreach to warm prospects, and maintain a clean, efficient pipeline that supports conversion goals.

This position is well suited for someone early in their sales or operations career who is comfortable balancing outreach with systems thinking. It offers the opportunity to build and improve workflows, including experimenting with AI and automation tools, while gaining direct exposure to a high-performing sales environment.

Key Responsibilities
  • Applicant review & prioritization: Evaluate inbound advisor applicants against defined criteria, triage and score leads, and surface the highest-quality prospects to the sales team.
  • Outbound prospecting: Conduct outreach to warm applicants via phone, email, and other channels to schedule 1:1 discovery calls with the sales team.
  • Pipeline support: Own the hygiene and movement of leads through our CRM (HubSpot), ensuring accurate stage tracking, timely follow-up, and clean data.
  • Process & tooling: Identify and inform workflow improvements using tools like HubSpot, Zapier, and AI-assisted tools (including Claude/Claude Code); you'll be encouraged to experiment and automate.
  • Reporting: Track key activity metrics and surface patterns or flags to the sales team on a regular cadence.
Requirements
  • 1-2 years of experience in a sales, recruiting, operations, or customer-facing role (or a strong entry-level candidate with demonstrated hustle and tech savvy)
  • Confident, clear communicator-comfortable making calls to prospects and representing Fora professionally
  • Operationally minded, with strong attention to detail and a bias toward building systems over one-off solutions
  • Eagerness to learn and use new tools, including AI-we're a team that moves fast and rewards curiosity
Strongly Preferred
  • Prior experience with HubSpot or a similar CRM
  • Familiarity with sales development workflows (prospecting, pipeline management, outreach sequencing)
  • Exposure to AI tools or light coding/automation (e.g., Zapier, Claude, no-code platforms)
  • Interest in or knowledge of the travel industry
Compensation

Compensation for this role varies based on experience, with an indicative range of $60K-$90K + equity. Final compensation will depend on the level at which the candidate is hired, as we're considering multiple levels for this role.

  • Unlimited vacation
  • Health Insurance (including an option completely covered by Fora HQ)
  • Dental & Vision Insurance
  • Wellhub Memberships
  • 401k plan with company match
  • Commuter Benefits
  • Supplemental Life Insurance
  • Stock Options

This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views. 

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