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Customer Success Engineer, Audit

Fieldguide
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Hybrid (San Francisco, CA), Hybrid (Remote (USA))$135k - $165kFull-timePosted 6mo ago

About the role

Fieldguide is a vertical AI platform for modern audit and advisory firms. This role focuses on adoption, value realization, and workflow excellence for Fieldguide customers running audit engagements. It is a hands-on, product-native role designed for former audit practitioners and audit transformation experts, collaborating with Product, Engineering, Implementation, and Revenue teams to drive measurable outcomes.

Responsibilities

  • 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

Qualifications

  • 5–10+ years of experience in:
  • 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

Skills

Required:Adoption and customer success ownershipWorkflow configuration within FieldguideAudit standards and methodologies translationTraining and enablementAnalytical and diagnostic skills to identify usage gapsCross-functional collaborationCommunication with audit leadership

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
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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