Fieldguide
Artificial Intelligence • Finance • SaaS
Fieldguide is a modern, award-winning AI platform designed for advisory and audit firms. It helps streamline engagements, increase efficiency, and improve client satisfaction through its end-to-end engagement analytics. The platform supports various services, including risk advisory, cybersecurity and privacy, regulatory compliance, SOC readiness and audits, IT audits, and financial audits. Fieldguide integrates with popular productivity and IT tools to provide a seamless user experience, allowing for automated management of requests, documents, and reports. Trusted by top industry firms, Fieldguide enhances the practice of audit and advisory services with AI-driven innovations that save time and improve margins.
Senior Manager, CS Operations
Job not on LinkedIn
November 13
Fieldguide
Artificial Intelligence • Finance • SaaS
Fieldguide is a modern, award-winning AI platform designed for advisory and audit firms. It helps streamline engagements, increase efficiency, and improve client satisfaction through its end-to-end engagement analytics. The platform supports various services, including risk advisory, cybersecurity and privacy, regulatory compliance, SOC readiness and audits, IT audits, and financial audits. Fieldguide integrates with popular productivity and IT tools to provide a seamless user experience, allowing for automated management of requests, documents, and reports. Trusted by top industry firms, Fieldguide enhances the practice of audit and advisory services with AI-driven innovations that save time and improve margins.
📋 Description
• Own the systems, data, and processes that power a world-class Customer Success organization • Partner closely with CS Leadership, RevOps, Product, and GTM Systems to ensure our platforms support an efficient, insights-driven customer journey • Design and implement scalable playbooks, automated workflows, verified outcome tracking, and reporting frameworks • Build CS dashboards and reporting frameworks for GRR, NRR, health trends, pacing, verified outcomes, and renewal forecasts • Pull and synthesize data from multiple sources to build centralized Tableau dashboards • Lead CS enablement strategy for onboarding, tool rollouts, new playbooks, and process changes • Create and maintain internal documentation and self-service content
🎯 Requirements
• 5–8+ years of experience in Customer Success, CS Operations, RevOps, or similar roles, ideally in B2B SaaS • Track record of building CS systems and processes from scratch and driving measurable improvements in CS performance • Strong systems acumen with the ability to work across Salesforce, Amplitude, Vitally, BigQuery, and Tableau; you don’t need to be an engineer, but you should know how to structure data and partner closely with RevOps or GTM Systems to drive automation and reporting • Proven ability to design repeatable playbooks, enable CS teams through change, and scale impact across a growing team • Exceptional program management and stakeholder communication skills • Passion for driving efficiency, clarity, and customer outcomes through great systems and design • Bonus: You have relevant industry experience as a practitioner at an audit/advisory firm
🏖️ 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
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