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Powering the future of trust with modern software for assurance & advisory firms.
Customer Success Engineer, Advisory
Location
California
Posted
53 days ago
Salary
$146K - $163K / year
Seniority
Mid Level
Job Description
Customer Success Engineer, Advisory
Fieldguide
• 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
Job Requirements
- 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
Benefits
- Competitive compensation packages with meaningful ownership
- Flexible PTO
- 401k
- Wellness benefits starting on your first day
- Technology & Work from Home reimbursement
- Flexible work schedules
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