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Fieldguide is building software that automates and streamlines audit and assurance work for cybersecurity, privacy, and financial audit practitioners. The company is backed by top-tier investors including Goldman Sachs Growth Equity, Bessemer Venture Partners, Y Combinator, and others.
As a Customer Success Engineer – Advisory, you will own adoption, value realization, and workflow excellence for Fieldguide's advisory and consulting services customers. This is a hands-on, product-native role designed for former advisory practitioners and transformation leaders who can work directly inside the Fieldguide platform alongside advisory teams.
This is not a traditional relationship management role. Success is measured by end-user adoption, workflow maturity, and measurable client outcomes. You will operate as a trusted advisory practitioner, guiding customers toward best practices and helping modernize how advisory services are delivered.
Key responsibilities include:
- Own adoption and success for a portfolio of advisory customers, with accountability for usage, outcomes, and retention
- Drive deep platform adoption by actively working inside the product to configure workflows, templates, and engagement structures
- Translate advisory methodologies and best practices into scalable, repeatable Fieldguide workflows
- Partner directly with advisory teams to improve engagement execution, delivery consistency, and client outcomes
- Lead customer enablement, training, and change management to help teams move away from manual or legacy delivery models
- Identify usage gaps, inefficiencies, and delivery risks, and proactively recommend improvements
- Serve as a practitioner-advisor, confidently challenging teams to adopt stronger, more scalable 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 realize clear, provable value
- Contribute to scalable success initiatives including playbooks, templates, and best-practice frameworks
- Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage
Fieldguide is a remote-first company based in San Francisco. The team is inclusive, driven, humble, and supportive. As an early-stage startup employee, you'll have the opportunity to build out the future of business trust and help audit practitioners achieve better work-life balance.
REQUIREMENTS:
- 2–5+ years of experience in advisory, consulting, or professional services roles (e.g., risk advisory, compliance, cybersecurity, privacy, ESG, internal audit, 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
- Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment
- Clear communicator who can engage credibly with advisory practitioners, managers, and firm leadership
