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Customer Success Engineer - Advisory

FieldguideSan Francisco, CA or Remote (USA)
Remote Full-time

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Experience Level

Experience

Qualifications

Qualifications:- Proven experience in advisory or consulting roles with a strong focus on client outcomes.- Exceptional problem-solving skills and ability to work collaboratively with cross-functional teams.- Strong communication and interpersonal skills to effectively engage with clients and internal teams.- Passion for technology and its application in enhancing business processes.- Familiarity with audit processes and workflows is a plus.

About the job

Fieldguide creates software for assurance and audit professionals working in cybersecurity, privacy, and financial auditing. The company’s mission centers on simplifying the work of those who help build trust between businesses. With headquarters in San Francisco and a remote-first approach, team members can work from anywhere in the United States.

Fieldguide is supported by investors such as Goldman Sachs Alternatives, Bessemer Venture Partners, and Y Combinator. The team values a range of backgrounds and experiences, believing that diversity strengthens both the company and its mission. Growth, collaboration, and inclusion are core to the culture, giving each team member a voice in shaping the future of business trust and improving work-life balance for audit practitioners.

Role overview

The Customer Success Engineer - Advisory helps customers adopt Fieldguide’s advisory and consulting solutions, guiding them to realize value and improve their workflows. This position suits former advisory practitioners or transformation leaders who want to work directly with advisory teams using the Fieldguide platform.

Success in this role is measured by how well end users adopt the platform, the maturity of customer workflows, and clear, measurable outcomes. The Customer Success Engineer serves as a trusted advisor, supporting clients as they implement best practices and modernize their advisory service delivery.

Key responsibilities

  • Guide advisory teams on the Fieldguide platform to deliver efficient, consistent, and high-quality advisory services.
  • Drive customer adoption and ensure clients gain tangible value from Fieldguide’s solutions.
  • Advise clients on best practices and support the modernization of their advisory workflows.
  • Work closely with Product, Engineering, Implementation, and Revenue teams to deliver business impact and share customer insights for ongoing platform improvement.

Location

This role is based in San Francisco, CA or can be performed remotely from anywhere in the United States.

About Fieldguide

Fieldguide is a pioneering software company committed to transforming the landscape of audit and advisory services through automation and efficiency. Our innovative solutions empower professionals to enhance their service delivery and foster trust in business relationships.

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