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Implementation Consultant, Advisory

Fieldguide· Operations
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Hybrid (San Francisco, CA)$100k - $140kFull-timePosted 6mo ago

About the role

Fieldguide is a vertical AI platform for audit and advisory firms. The Implementation Consultant will join the go-to-market team to onboard new Fieldguide customers, maximize ROI, and coordinate across cross-functional teams to ensure successful platform adoption.

Responsibilities

  • Build trust with customers. Maintain regular engagement cadences with customers through all phases of their implementation, from sales handoff to value realization.
  • Guide growth. Create a plan that outlines the customer’s goals with implementing Fieldguide and activities needed to meet those goals. Maintain regular reviews during their onboarding process to track progress and adapt plans where necessary.
  • Build champions. Cultivate customer champions and grow their Fieldguide knowledge.
  • Advocate for the customer. Be the link between the customer and Fieldguide’s Engineering, Product, Design; Customer Enablement; Sales; and other cross-functional teams. Be aware of and communicate customer needs internally to help shape the product roadmap, internal processes, and future onboarding iterations.
  • Mitigate risks. Be proactive in identifying success risks and develop decisive action plans to mitigate them.
  • Measure and document progress. Document the value Fieldguide provides to our customers by detailing customer case studies, new use cases and success metrics. Track customer progress against their adoption map, and be able to plot customer value realization over time.

Qualifications

  • Deep industry knowledge and at least 2+ years of experience in financial audit or assurance is a must.
  • Hands-on experience with 1+ years in technology consulting, customer onboarding, implementation, or similar, at a top management consulting firm (preferred) or high-growth startup.
  • You are a team player, and you are mission-first.
  • Project management proficiency with proven ability to prioritize and manage multiple customers, projects and requests with little direct oversight.
  • Executive presence and ability to influence change. Demonstrated history of communicating effectively with customers and across internal teams.
  • Bias towards action. You take ownership of projects end-to-end and see them through to completion, with minimal direction or oversight.

Skills

Required:Financial audit / assurance experienceTechnology consulting / client onboarding / implementationProject managementExecutive communication / stakeholder management

Benefits

  • Competitive compensation packages with meaningful ownership
  • Unlimited PTO
  • 401k
  • Wellness benefits, including a bundle of free therapy sessions
  • Technology & Work from Home reimbursement
  • Flexible work schedules
Last updated Oct 7, 2026. Interested? Apply on the company site.
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About Fieldguide

Vertical AI for Audit & Advisory Firms

‍Fieldguide is a vertical AI platform for modern assurance and advisory firms that digitizes the end-to-end engagement workflow on a single platform. Built by former Big Four practitioners and experienced technology leaders, Fieldguide is trusted by top CPA firms to improve margins, win new business, and build stronger client relationships. 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 Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.

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