Customer Success Engineer, Advisory
About the role
Fieldguide is a vertical AI platform for audit and advisory firms. The role focuses on adoption, value realization, and workflow excellence for advisory engagements, working hands-on inside Fieldguide to configure workflows and enable advisory teams.
Responsibilities
- 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
Qualifications
- 2-5+ years of experience in 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
Skills
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
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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