Customer Success Engineer Audit

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 Audit you will own adoption value realization and workflow excellence for Fieldguide customers running audit engagements.

This is a hands-on product-native role designed for former audit practitioners and audit transformation experts. You will work directly inside the Fieldguide platform alongside audit teams to help them execute audits more efficiently consistently and at higher quality.

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

What You’ll Do:

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

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

• Translate audit standards firm methodologies and best practices into scalable repeatable Fieldguide workflows

• Partner directly with audit teams to improve audit efficiency consistency and quality through better workflow design and execution

• Lead customer enablement training and change management to help teams move away from legacy processes

• Identify usage gaps inefficiencies and risk signals and proactively recommend improvements

• Serve as a practitioner-advisor—comfortably pushing customers toward better practices when needed

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

• Support renewals and expansion by ensuring customers are realizing clear provable value from the platform

• 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:

• 5–10+ years of experience in:

  • Public accounting (audit assurance or advisory) or

  • Audit methodology audit innovation or audit transformation roles

• Deep understanding of the audit lifecycle including planning evidence collection review and engagement management

• Experience supporting complex multi-team audit environments and methodology 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 in leading training enablement and change management efforts with audit teams

• Collaborative outcomes-oriented and comfortable operating in an evolving startup environment

• Clear communicator who can engage credibly with audit 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