Senior Customer Success Engineer, Audit

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🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $158k - $175k / year

⏰ Full Time

🟠 Senior

🧑‍🔧 Technical Customer Success Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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 audit customers, with accountability for usage, outcomes, and long-term retention • Drive deep platform adoption by configuring workflows, templates, and engagement structures inside Fieldguide • Translate audit standards, firm methodologies, and best practices into scalable Fieldguide workflows • Partner with audit teams to improve efficiency, consistency, and quality through workflow design and execution • Lead customer enablement, training, and change management to move teams away from legacy processes • Identify usage gaps, inefficiencies, and risk signals and recommend improvements • Serve as a practitioner-advisor, guiding customers toward better practices • Collaborate with Product, Engineering, and Implementation to provide audit feedback and influence roadmap priorities • Support renewals and expansion by ensuring customers realize clear, provable platform value • Contribute playbooks, templates, enablement content, and best-practice frameworks • Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage

🎯 Requirements

• 4+ years of experience in public accounting, audit, assurance, advisory, audit methodology, audit innovation, or audit transformation • Deep understanding of the audit lifecycle, including planning, evidence collection, review, and engagement management • Experience supporting complex, multi-team audit environments and methodology rollouts • Comfortable working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challenges • Technical curiosity and 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 with audit teams • Collaborative, outcomes-oriented, and comfortable in an evolving startup environment • Clear communicator able to engage with audit practitioners, managers, and firm leadership • Relevant practitioner experience at an audit/advisory firm is a bonus • 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