[Remote] Customer Success Engineer, Advisory

Note: The job is a remote job and is open to candidates in USA. Fieldguide builds software for assurance and audit practitioners. The Customer Success Engineer – Advisory owns adoption, value realization, and workflow excellence for customers delivering advisory and consulting services, working hands-on in the platform to improve delivery and outcomes.

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

Skills

• 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)
• 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
• 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
• LLMs or prompt creation experience

Benefits

• Meaningful ownership
• Offers Bonus
• Flexible PTO
• 401k
• Wellness benefits starting on your first day
• Technology & Work from Home reimbursement
• Flexible work schedules

Company Overview