Customer Success Engineer, Advisory

United StatesFull-TimeMiddle

Salary not disclosed

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Job Details

Experience: 2–5+ years

Requirements

2–5+ years of experience in advisory, consulting, or professional services roles (e.g., risk, compliance, cybersecurity, audit, ESG, or operational consulting).
Strong understanding of advisory engagement lifecycle, including scoping, execution, and client delivery.
Experience working in complex, multi-team advisory or consulting environments.
Hands-on comfort with software platforms, including workflow configuration and troubleshooting.
Strong ability to lead training, enablement, and organizational change initiatives.
Analytical and technical curiosity, with interest in data structures, system configuration, and AI-driven workflows.
Practitioner mindset focused on outcomes, transformation, and process improvement rather than relationship-only management.
Excellent communication skills with the ability to engage both practitioners and senior leadership.
Collaborative, adaptable, and comfortable working in a fast-paced startup environment.

Responsibilities

Own customer adoption, engagement success, and long-term retention across a portfolio of advisory and consulting clients.
Work directly inside the platform to configure workflows, templates, and engagement structures that improve advisory delivery.
Translate advisory methodologies into scalable, repeatable digital workflows that enhance consistency and efficiency.
Lead enablement, training, and change management initiatives to support adoption of modern delivery models.
Identify gaps in usage, workflow inefficiencies, and delivery risks, and proactively recommend improvements.
Act as a practitioner-advisor, guiding teams toward best practices in advisory execution and service delivery.
Collaborate with Product, Engineering, and Implementation teams to share field insights and influence roadmap priorities.
Support customer renewals and expansion by demonstrating clear, measurable value across advisory use cases.
Contribute to scalable success resources such as playbooks, templates, and best-practice frameworks.

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