Job Closed
This listing is no longer active.
Powering the future of trust with modern software for assurance & advisory firms.
Senior Customer Success Engineer, Advisory
Location
California
Posted
109 days ago
Salary
$135K - $165K / year
Seniority
Senior
Job Description
Senior 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, including a bundle of free therapy sessions
- Technology & Work from Home reimbursement
- Flexible work schedules
Related Guides
Related Job Pages
More Customer Success Manager Jobs
Senior Manager, Field Operations – Commercial Systems Operations, Veeva CRM Admin
Sobi - Swedish Orphan Biovitrum ABHeadquartered in Stockholm, Sweden, Swedish Orphan Biovitrum AB is an international biopharmaceutical company dedicated to transforming the lives of individuals
• Veeva Ecosystem Ownership (CRM & Network) • System Administration: Serve as the primary owner for Veeva CRM and Veeva Network. • Manage configuration, data stewardship, and the integration between these platforms. • MDM & Data Integrity: Oversee the Data Change Request (DCR) process within Veeva Network to ensure field teams have accurate customer data. • Serve as the primary liaison to the Enterprise Data team (Informatica MDM owners) to resolve data discrepancies and ensure seamless integration. • Territory & Roster Management: Manage the operational execution of territory alignments. • Responsible for bulk data loading of territory assignments (ATL), roster changes, and target lists directly into Veeva CRM. • Operational Health: Maintain system integrity through regular audits of user access, security profiles, and data segmentation. • Business Analysis & Solution Delivery Requirements Gathering: Partner with Sales Leadership, Marketing, and Medical to document business requirements for new field strategies. • Solution Design: Translate business needs into technical user stories and functional specifications. • Identify opportunities to reduce "clicks" and improve field efficiency. • Release Management: Prioritize and implement system enhancements. • Lead the end-to-end release cycle, including sandbox configuration, UAT coordination, and production deployment. • Launch Readiness: Lead the technical workstream for new product launches, ensuring call plans, targeting, and content are configured and validated prior to Day Field Enablement & User Support Adoption & Training. • Create and maintain training materials, job aids, and release notes to drive system adoption. • Tier 2/3 Support: Serve as the escalation point for complex technical issues that cannot be resolved by the help desk, troubleshooting data visibility or sync errors. • Digital Asset Management: Ensure the availability and proper functional deployment of digital assets (CLM, Approved Email) within the CRM.
• People manage a team of our Customer Success Managers to achieve KPIs around retention, adoption and customer satisfaction, among others • Hire, Recruit, and Train a strong team of Customer Success Managers • Develop future leaders in customer success and around ServiceTitan with demonstrated examples of career development programming resulting in very low voluntary attrition • Deliver the best customer experience and expand net revenue • Manage and resolve customer escalations from our highest value, highest touch customers • Build relationships with key internal stakeholders across various ServiceTitan departments and external customers at the C-suite level • Communicate strategy and vision to the team and build processes to deliver those outcomes • Be comfortable in a highly dynamic environment and work autonomously to achieve outcomes
Principal Partner Success Manager – CPM/EPM Software
OneStream SoftwareA comprehensive cloud-based platform to modernize the Office of the CFO.
• As a Principal Partner Success Manager (PPSM) you will play a critical role in driving the success of the OneStream partner ecosystem. • You’ll be responsible for developing, supporting and growing all skillsets within a portfolio of strategic partners. • This role blends relationship management, enablement strategy, and operational excellence to help partners build a scalable, high performing and self-sufficient practice. • The Principal Partner Success position bridges the gap between OneStream’s internal teams—such as customer success, partner alliances and partner enablement —and its partners, managing the functional and technical aspects of partner implementations, making sure partner needs are addressed promptly and thoroughly, and fostering lasting relationships to enhance the partner experience. • This includes project tracking, partner health and growth, partner program tier levelling, measurement through scorecards, OnePass utilization and ensuring skill level certifications. • Orchestrating engagements centrally with project involvement will strengthen the understanding of how and when to engage the wider Customer Support & Remote Consulting (CSRC) teams and provide opportunities for enablement/training of our partners.
Strategic Partner Manager - NE
Milestone Systems A/SAt Milestone System we are dedicated to making the world see. As a leading provider of data-driven video technology software, we empower people, businesses, and societies with innovative solutions that enhance security, efficiency, and insight.
Strategic Partner Manager - NE As the Strategic Partner Manager, you will oversee relationships and ongoing sales efforts with our National Systems Integrators by building the overall sales engagement strategy and developing Milestone’s market share within the accounts. Be the key to unlocking business opportunities in the convergent world of Open Platform IP Video Management Systems - join Milestone, a global market leader! Are you an experienced and successful channel sales professional? Do you enjoy maintaining and growing partner relationships? Then we offer an exciting role and challenging job at Milestone Systems. As the Strategic Partner Manager, you will oversee relationships and ongoing sales efforts with our National Systems Integrators by building the overall sales engagement strategy and developing Milestone’s market share within the accounts. The preferred location for this candidate would be in either New York or New Jersey but we are open to candidates in the northeast region of the United States. The Strategic Partner Manager will report to the Regional Channel Manager - East. As a Milestone employee, YOU are the key to our success. Come join our dynamic international team and be a part of our rapidly growing, successful business. Job Responsibilities Work with specific named existing National Systems Integrators to grow Milestone sales within these companies Establish business cases to win through top-down initiatives that scale with our larger sales team. Align strategy with global accounts and marketing/sales enablement functions Map out and establish relationships with key decision-makers of National Systems Integrators. Work with the field sales team to ensure proper coverage of these accounts and alignment across teams Ensure proper technical and sales support for these accounts Engage the Milestone ecosystem and bring specific/strategic solutions into the named accounts Have an additional focus on key vertical markets within these accounts such as Healthcare, City Surveillance, and Education Assist as needed by offering support for marketing programs, sales campaigns, and PR Job Tasks Travel as needed, approximately 50% of the time, and within the assigned budget Meet quarterly with the leadership at these accounts with quarterly updates Manage project funnel for these accounts and communicate internally on the health of the business Visit key national and regional leaders within these accounts Manage larger RFP/RFI projects in conjunction with the field sales team and the GBD Attend industry events and specific events tied to named accounts Forecast quarterly performance for each named account Manage communication coming and going to/from each named account Additional tasks as assigned Your Experience To be successful in this role, you will have extensive demonstrated experience selling commercial security products in the National Systems Integrator Community. You have a history of successfully supporting multiple accounts simultaneously and have met and exceeded your sales targets and year-over-year growth expectations. You will also utilize the following skills regularly: Proven track record of creating and executing complex business cases Complete knowledge of the commercial security industry Excellent professional written and oral presentation skills Proven history of supporting multiple large customers on a national scale History of meeting and exceeding sales and YoY growth expectations Comfortable with travel exceeding 50% Knowledge of Salesforce – building reports, developing accounts, managing dashboards pulling supportive data Ability to exercise discretion and independent judgment in important matters Ability to represent Milestone to the highest levels of our customers in a professional manner Experience with IT and the cloud is a huge plus Travel: This position requires up to 50% travel, which may include domestic and international air travel as needed to fulfill business objectives. Why Milestone? Ranked among the 100 Best Companies to Work for in Oregon, Milestone offers not only great benefits but also great culture. Employees here have flexible work environments, opportunities for further education, and the ability to directly affect change in our organization. The annual on-target earnings for this position range from $155K to $170K. Pay is based on the level, location, complexity, responsibility, and job duties of the specific position and is just one component of Milestone’s total compensation package. Additionally, we offer an attractive benefits package that includes medical/dental benefits, FSA or HSA, 401k with 6% Safe Harbor employer match, paid parental leave, generous PTO (20 days' vacation, 10 days paid sick time, and 10 company holidays), fully paid Short Term disability policy, fully paid Long Term disability policy, and Life Insurance. If you are selected for an interview, please feel welcome to speak to our Talent Partner about our compensation philosophy. All employees must complete a background check. Employees in fiscal roles are also required to undergo a credit check. All information obtained during these checks is handled confidentially and shared only with authorized personnel. Milestone is committed to creating a diverse and inclusive workplace. We are proud to be an equal opportunity employer. Please apply on our website: www.milestonesys.com We are looking forward to receiving your application.


