Customer Success Engineer Advisory

About Us
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity privacy and financial audit. Put simply we build software for the people who enable trust between businesses.
We’re based in San Francisco CA but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Growth Equity at Goldman Sachs Alternatives Bessemer Venture Partners 8VC Floodgate Y Combinator DNX Ventures Global Founders Capital Justin Kan Elad Gil and more.
We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive driven humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.
As an early stage start-up employee you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by bringing together up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product you will find a home at Fieldguide.

About the Role:

As a Customer Success Engineer – Advisory you will own adoption value realization and workflow excellence for Fieldguide customers delivering advisory and consulting services.

This is a hands-on product-native role designed for former advisory practitioners and transformation leaders. You will work directly inside the Fieldguide platform alongside advisory teams to help them deliver engagements more efficiently consistently and at higher quality across a range of advisory services.

This is not a traditional relationship management role. Success in this position is measured by end-user adoption workflow maturity and measurable client outcomes not by meeting volume. You will operate as a trusted advisory practitioner and advisor guiding customers toward best practices and helping modernize how advisory services are delivered.

You’ll collaborate closely with Product Engineering Implementation and Revenue teams to ensure customers realize real business impact while feeding practitioner-level insights back into the platform.

What You’ll Do:

• Own adoption and success for a portfolio of Fieldguide advisory customers with accountability for usage outcomes and long-term retention

• Drive deep platform adoption across advisory teams by actively working inside the product to configure workflows templates and engagement structures

• Translate advisory methodologies service offerings and best practices into scalable repeatable Fieldguide workflows

• Partner directly with advisory teams to improve engagement execution delivery consistency and client outcomes through better workflow design

• Lead customer enablement training and change management to help teams move away from bespoke manual or legacy delivery models

• Identify usage gaps inefficiencies and delivery risks and proactively recommend improvements

• Serve as a practitioner-advisor—comfortably challenging teams to adopt stronger more scalable advisory practices

• Collaborate cross-functionally with Product Engineering and Implementation to provide real-world advisory feedback and influence roadmap priorities

• Support renewals and expansion by ensuring customers are realizing clear provable value across advisory service lines

• 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
  

About You:

• 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 methodology transformation or practice operations roles

• 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 (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 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

Bonus Points If You Have:

• You have relevant industry experience as a practitioner at an audit/advisory firm

More about Fieldguide:

Fieldguide is a values-based company. Our values are:

• Fearless - Inspire & break down seemingly impossible walls.

• Fast - Launch fast with excellence iterate to perfection.

• Lovable - Deliver happiness & 11 star experiences.

• Owners - Execute & run the business with ownership.

• Win-win - Create mutual value & earn trust for life.

• Inclusive - Scale the best ideas with inclusive teams.

Some of our benefits include:

• Competitive compensation packages with meaningful ownership

• Flexible PTO

• 401k

• Wellness benefits starting on your first day

• Technology & Work from Home reimbursement

• Flexible work schedules

What We Do

Fieldguide offers market-leading Artificial Intelligence and Cloud for Advisory and Audit firms. Built by former Big Four practitioners and veteran technology leaders our platform digitizes the end-to-end engagement workflow on a single cloud-native platform. Fieldguide's AI Advisory & Audit Cloud is trusted by top CPA firms to unlock growth increase margins and delight clients. Fieldguide AI is award winning being recognized by CPA Practice Advisor (3x Technology Innovation Award) and Accounting Today (2x Top New Product). Fieldguide is based in San Francisco and backed by top investors like 8VC Floodgate Y Combinator Fourth Realm Justin Kan Eric Ries and many more