Customer Success Engineer, Advisory

The role

You will own adoption, value realization, and workflow excellence for Fieldguide advisory customers. You will work inside the platform to configure workflows and help advisory teams deliver engagements more efficiently.

What you will do

• Own adoption and success for a portfolio of Fieldguide advisory customers
• Drive deep platform adoption by configuring workflows, templates, and engagement structures
• Translate advisory methodologies into scalable Fieldguide workflows
• Partner with advisory teams to improve engagement execution and delivery consistency
• Lead customer enablement, training, and change management
• Identify usage gaps, inefficiencies, and delivery risks
• Serve as a practitioner-advisor to help teams adopt scalable advisory practices
• Collaborate with Product, Engineering, and Implementation to provide advisory feedback
• Support renewals and expansion by ensuring customers realize value
• Contribute to scalable success initiatives like playbooks and templates

Required qualifications

• 2-5+ years of experience in advisory, consulting, or professional services roles (e.g., risk advisory, compliance, cybersecurity, privacy, ESG, internal audit, or operational consulting), or advisory
• 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
• Practitioner mindset
• 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

Nice to have

• LLMs or prompt creation experience

Benefits

• Competitive compensation packages with meaningful ownership
• Flexible PTO
• 401k
• Wellness benefits starting on your first day
• Technology & Work from Home reimbursement
• Flexible work schedules

About the company

Fieldguide builds software for the people who enable trust between businesses by automating and streamlining the work of assurance and audit practitioners. The company is a remote-first organization based in San Francisco, CA.