Customer Success Engineer, Advisory
New
F
FieldguideAudit software
San Francisco, CA or Remote (USA)Full-TimeJunior
Salary$146K - $163K; $146K – $163K • Offers Equity • Offers Bonus
Apply NowOpens the employer's application page
Job Details
- Experience
- 2-5+ years of experience
- Required Skills
- CybersecurityComplianceChange Management
Requirements
- Have 2-5+ years of experience in advisory, consulting, or professional services, or in advisory methodology, transformation, or practice operations.
- Bring experience in areas such as risk advisory, compliance, cybersecurity, privacy, ESG, internal audit, or operational consulting.
- 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 working hands-on in software platforms, configuring workflows, and troubleshooting usage challenges.
- Bring technical curiosity and interest in data models, permissions, configurations, and AI-powered workflows.
- Be confident leading training, enablement, and change management with advisory teams.
- Have a practitioner mindset focused on advising, enabling, and driving change.
- Be collaborative, outcomes-oriented, and comfortable working in an evolving startup environment.
- Be able to engage credibly with advisory practitioners, managers, and firm leadership.
Responsibilities
- Own adoption, usage, outcomes, and long-term retention for a portfolio of advisory customers.
- Configure workflows, templates, and engagement structures within the Fieldguide platform.
- Translate advisory methodologies, service offerings, and best practices into repeatable 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.
- Advise teams on stronger, more scalable advisory practices.
- Collaborate with Product, Engineering, and Implementation and share practitioner feedback to inform roadmap priorities.
- Support renewals and expansion by helping customers realize value across advisory service lines.
- Develop success playbooks, templates, enablement content, and best-practice frameworks.
View Full Description & ApplyYou'll be redirected to the employer's site
