Fieldguide - Senior Customer Success Engineer, Advisory
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Requirements
• Advisory, consulting, or professional services roles (e.g., risk advisory, compliance, cybersecurity, privacy, ESG, internal audit, or operational consulting), or • Advisory methodology, transformation, or practice operations roles • Deep understanding of advisory engagement delivery, including scoping, execution, collaboration, and client reporting • Experience supporting complex, multi-team advisory or consulting environments and service-line rollouts • Highly comfortable working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challenges • Strong technical curiosity, with interest in data models, permissions, configurations, and AI-powered workflows (LLMs or prompt creation experience is a plus) • Practitioner mindset — you advise, enable, and drive change rather than act as a support or relationship-only resource • Confident leading training, enablement, and change management efforts with advisory teams • Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment • Clear communicator who can engage credibly with advisory practitioners, managers, and firm leadership • You have relevant industry experience as a practitioner at an audit/advisory firm
Responsibilities
• Own adoption and success for a portfolio of Fieldguide advisory customers, with accountability for usage, outcomes, and long-term retention • Drive deep platform adoption across advisory teams by actively working inside the product to configure workflows, templates, and engagement structures • Translate advisory methodologies, service offerings, and best practices into scalable, repeatable Fieldguide workflows • Partner directly with advisory teams to improve engagement execution, delivery consistency, and client outcomes through better workflow design • Lead customer enablement, training, and change management to help teams move away from bespoke, manual, or legacy delivery models • Identify usage gaps, inefficiencies, and delivery risks, and proactively recommend improvements • Serve as a practitioner-advisor—comfortably challenging teams to adopt stronger, more scalable advisory practices • Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world advisory feedback and influence roadmap priorities • Support renewals and expansion by ensuring customers are realizing clear, provable value across advisory service lines • Contribute to scalable success initiatives, including playbooks, templates, enablement content, and best-practice frameworks • Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage
Benefits
• Competitive compensation packages with meaningful ownership • Wellness benefits, including a bundle of free therapy sessions • Technology & Work from Home reimbursement • Flexible work schedules
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