Customer Success Engineer, Advisory

About Us Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses.

We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more.

We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.

As an early stage start-up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by bringing together up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

About the Role:

As a Customer Success Engineer – Advisory , you will own adoption, value realization, and workflow excellence for Fieldguide customers delivering advisory and consulting services.

This is a hands-on, product-native role designed for former advisory practitioners and transformation leaders. You will work directly inside the Fieldguide platform alongside advisory teams to help them deliver engagements more efficiently, consistently, and at higher quality across a range of advisory services.

This is not a traditional relationship management role . Success in this position is measured by end-user adoption, workflow maturity, and measurable client outcomes , not by meeting volume. You will operate as a trusted advisory practitioner and advisor , guiding customers toward best practices and helping modernize how advisory services are delivered.

You’ll collaborate closely with Product, Engineering, Implementation, and Revenue teams to ensure customers realize real business impact while feeding practitioner-level insights back into the platform.

What You’ll Do:

Own adoption and success for a portfolio of Fieldguide advisory customers, with accountability for usage, outcomes, and long-term retention

Drive deep platform adoption across advisory teams by actively working inside the product to configure workflows, templates, and engagement structures

Translate advisory methodologies, service offerings, and best practices into scalable, repeatable Fieldguide workflows

Partner directly with advisory teams to improve engagement execution, delivery consistency, and client outcomes through better workflow design

Lead customer enablement, training, and change management to help teams move away from bespoke, manual, or legacy delivery models

Identify usage gaps, inefficiencies, and delivery risks, and proactively recommend improvements

Serve as a practitioner-advisor—comfortably challenging teams to adopt stronger, more scalable advisory practices

Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world advisory feedback and influence roadmap priorities

Support renewals and expansion by ensuring customers are realizing clear, provable value across advisory service lines

Contribute to scalable success initiatives, including playbooks, templates, enablement content, and best-practice frameworks

Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage

About You:

2-5+ years of experience in:

Advisory, consulting, or professional services roles (e.g., risk advisory, compliance, cybersecurity, privacy, ESG, internal audit, or operational consulting), or