Senior Implementation Consultant, Financial Audit

2 days ago

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $140k - $165k / year

⏰ Full Time

🟠 Senior

🛠️ Implementation Specialist

🦅 H1B Visa Sponsor

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Fieldguide

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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.

11 - 50 employees

🤖 Artificial Intelligence

💸 Finance

☁️ SaaS

📋 Description

• Build trust with customers. Maintain regular engagement cadences with customers through all phases of their implementation, from sales handoff to value realization. • 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 financial audit or assurance is a must. • Hands-on experience with 3+ years 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. • 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. • 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 • Flexible work schedules