Customer Success Engineer, Advisory

🔥 15 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $146k - $163k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍🔧 Technical Customer Success Manager

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Fieldguide

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

🏥 Healthcare

🤖 Artificial Intelligence

Consulting • Healthcare • Artificial Intelligence

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 adoption and success for a portfolio of Fieldguide advisory customers, including usage, outcomes, and long-term retention • Drive deep platform adoption by configuring workflows, templates, and engagement structures • Translate advisory methodologies, service offerings, and best practices into scalable Fieldguide workflows • Partner with advisory teams to improve engagement execution, delivery consistency, and client outcomes • Lead customer enablement, training, and change management • Identify usage gaps, inefficiencies, and delivery risks and recommend improvements • Serve as a practitioner-advisor and guide customers toward scalable advisory practices • Collaborate with Product, Engineering, and Implementation teams to provide advisory feedback and influence roadmap priorities • Support renewals and expansion by ensuring customers realize measurable value • Contribute to playbooks, templates, enablement content, and best-practice frameworks • Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage

🎯 Requirements

• 2-5+ years of experience in advisory, consulting, professional services, 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 • LLM or prompt creation experience is a plus • Practitioner mindset focused on advising, enabling, and driving change • Experience leading training, enablement, and change management efforts with advisory teams • Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment • Clear communication skills with advisory practitioners, managers, and firm leadership • Must answer whether visa sponsorship will be required for employment in the United States

🏖️ Benefits

• Competitive compensation packages with meaningful ownership • Flexible PTO • 401k • Wellness benefits starting on your first day • Technology & Work from Home reimbursement • Flexible work schedules • Equity • Bonus