Customer Onboarding Consultant

March 30

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Fieldguide

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Powering the future of trust with modern software for assurance & advisory firms.

Compliance Software • Compliance Audit & Advisory • Audit Engagement Software • Workflow Automation & Artificial Intelligence • Enterprise Cloud

11 - 50

Description

• As Customer Onboarding Consultant at Fieldguide, you will be an integral member of our go-to-market team, working directly with our Customer Success and greater Go-To-Market teams to make significant impacts on our customer’s adoption of our platform. • You will provide new Fieldguide customers with seamless onboarding experiences built to maximize our customers’ return on investment quickly. Our unique onboarding program, Fieldguide Accelerator, is designed to be best-in-class and prioritize quick time to value. You will be responsible for delivering this program to new Fieldguide customers. • Build trust with customers. Maintain regular engagement cadences with customers through all phases of their onboarding, from sales handoff to value realization, to “Fieldguide Nirvana”. • 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.

Requirements

• Deep industry knowledge and at least 2+ years of experience in assurance and advisory services are a must, preferably with exposure to cybersecurity or regulatory standards • You are a team player, and you are mission-first. You’re joining a hard-working team that trusts each other deeply. We won’t compromise on this. • Hands-on experience in technology consulting, customer onboarding, implementation, or similar, at a top management consulting firm (preferred) or high-growth startup. Strong consulting skills helping complex organizations succeed, with proven results driving business value for customers as their trusted advisor. • Project management proficiency with proven ability to prioritize and manage multiple customers, projects and requests with little direct oversight. You are able to professionally problem-solve, while juggling several customers. • 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.

Benefits

• Competitive compensation packages with meaningful ownership • Unlimited PTO • 401k • Wellness benefits, including a bundle of free therapy sessions • Technology & Work from Home reimbursement