Fieldguide - Senior Customer Success Engineer, Audit
Requirements
• Public accounting, audit, assurance, or advisory, or • Audit methodology, audit innovation, or audit transformation roles • Deep understanding of the audit lifecycle, including planning, evidence collection, review, and engagement management • Experience supporting complex, multi-team audit environments and methodology 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 in leading training, enablement, and change management efforts with audit teams • Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment • Clear communicator who can engage credibly with audit practitioners, managers, and firm leadership
Responsibilities
• Own adoption and success for a portfolio of Fieldguide audit customers, with accountability for usage, outcomes, and long-term retention • Drive deep platform adoption across audit teams by actively working inside the product to configure workflows, templates, and engagement structures • Translate audit standards, firm methodologies, and best practices into scalable, repeatable Fieldguide workflows • Partner directly with audit teams to improve audit efficiency, consistency, and quality through better workflow design and execution • Lead customer enablement, training, and change management to help teams move away from legacy processes • Identify usage gaps, inefficiencies, and risk signals, and proactively recommend improvements • Serve as a practitioner-advisor—comfortably pushing customers toward better practices when needed • Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world audit feedback and influence roadmap priorities • Support renewals and expansion by ensuring customers are realizing clear, provable value from the platform • 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 starting on your first day • Technology & Work from Home reimbursement • Flexible work schedules
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