Customer Success Engineer, Advisory

New

FieldguideAudit software

Built as a remote-first company that enables you to do your best work from anywhereFull-TimeMiddle

Salary146,000 - 163,000 USD per year

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Job Details

Have 2-5+ years of experience in advisory, consulting, professional services, or advisory methodology, transformation, or practice operations roles.
Understand advisory engagement delivery, including scoping, execution, collaboration, and client reporting.
Have experience supporting complex, multi-team advisory or consulting environments and service-line rollouts.
Be comfortable configuring software workflows and troubleshooting real-world usage challenges.
Bring technical curiosity about data models, permissions, configurations, and AI-powered workflows.
Be able to lead training, enablement, and change management with advisory teams.
Be able to engage credibly with advisory practitioners, managers, and firm leadership.

Own adoption and success for a portfolio of Fieldguide advisory customers, including usage, outcomes, and long-term retention.
Configure workflows, templates, and engagement structures in the Fieldguide platform.
Translate advisory methodologies, service offerings, and best practices into repeatable platform workflows.
Partner with advisory teams to improve engagement execution, delivery consistency, and client outcomes.
Lead customer enablement, training, and change management.
Identify usage gaps, inefficiencies, and delivery risks, and recommend improvements.
Provide practitioner feedback to Product, Engineering, and Implementation teams and inform roadmap priorities.
Support renewals and expansion by helping customers realize value across advisory service lines.
Develop playbooks, templates, enablement content, and best-practice frameworks.
Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage.

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