Job Overview
Location
San Francisco, CA or Remote (USA)
Job Type
Full-time
Category
Customer Success
Date Posted
April 17, 2026
Full Job Description
đź“‹ Description
- • As a Customer Success Engineer – Advisory at Fieldguide, you will own adoption, value realization, and workflow excellence for customers delivering advisory and consulting services, ensuring they derive maximum benefit from the platform.
- • You will work directly inside the Fieldguide platform alongside advisory teams to configure workflows, templates, and engagement structures, driving deep adoption and improving delivery consistency and quality.
- • You will partner with Product, Engineering, Implementation, and Revenue teams to translate advisory best practices into scalable product features and provide frontline feedback that shapes the roadmap.
- • You will lead training, enablement, and change management initiatives to help teams transition from manual, legacy processes to modern, efficient delivery models, while owning KPIs tied to adoption, retention, and customer outcomes.
- • Fieldguide is a remote-first, values-driven startup backed by top investors, building software to modernize audit and advisory work and improve trust in global commerce through automation and innovation.
- • You will join an inclusive, humble, and supportive team where you can grow your impact as an early employee, contributing to playbooks, best practices, and the future of advisory service delivery.
🎯 Requirements
- • 2-5+ years of experience in advisory, consulting, or professional services roles such as risk advisory, compliance, cybersecurity, privacy, ESG, internal audit, or operational consulting
- • 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
- • High comfort 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 experience is a plus)
- • Proven ability to lead training, enablement, and change management efforts with advisory teams
- • Clear communicator who can engage credibly with practitioners, managers, and firm leadership
🏖️ Benefits
- • Competitive compensation packages with meaningful equity ownership
- • Flexible PTO and 401(k) retirement plan
- • Wellness benefits effective from day one
- • Technology and work-from-home reimbursement
- • Flexible work schedules supporting remote-first operations
Skills & Technologies
About Fieldguide Inc.
Fieldguide builds AI workflow automation software for advisory and assurance firms, combining generative AI, large language models and no-code orchestration to digitize risk assessments, evidence collection, report writing and continuous monitoring across SOC 2, PCI-DSS, HIPAA, HITRUST, ISO 27001 and other compliance frameworks. The cloud platform unifies client portals, project management, collaboration and analytics so CPA, cybersecurity and risk-consulting teams can reduce manual tasks, accelerate audits and scale advisory services while maintaining security and quality standards for mid-market to enterprise clients.
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