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This position was posted on May 22, 2026 and is likely no longer accepting applications. We've kept it here for historical reference. Check out the similar jobs below!
Job Overview
Location
San Francisco, CA or Remote (USA)
Job Type
Full-time
Category
Software Engineering
Date Posted
May 22, 2026
Full Job Description
đź“‹ Description
- • Own end-to-end adoption and success for a portfolio of Fieldguide audit customers, with accountability for platform usage, workflow maturity, and long-term retention
- • Drive deep platform adoption by actively configuring workflows, templates, and engagement structures directly within the Fieldguide platform alongside audit teams
- • Translate audit standards, firm methodologies, and industry best practices into scalable, repeatable Fieldguide workflows that improve efficiency, consistency, and quality
- • Partner directly with audit teams to optimize audit execution by redesigning and refining workflows based on real-world usage and practitioner feedback
- • Lead customer enablement initiatives including training, change management, and adoption campaigns to transition teams away from legacy audit processes
- • Identify usage gaps, inefficiencies, and risk signals in customer workflows and proactively recommend data-driven improvements to enhance outcomes
- • Serve as a trusted practitioner-advisor, confidently guiding customers toward better audit practices even when it requires challenging existing norms
- • Collaborate cross-functionally with Product, Engineering, Implementation, and Revenue teams to relay practitioner-level insights and influence product roadmap priorities
- • Support customer renewals and expansion by demonstrating clear, provable business value derived from Fieldguide platform usage
- • Contribute to scalable success initiatives by developing playbooks, templates, enablement content, and best-practice frameworks for broader customer use
- • Own and exceed KPIs tied to customer adoption, retention, platform engagement, and measurable audit workflow improvements
- • Operate as a product-native role—working hands-on inside the software to troubleshoot, configure, and optimize workflows rather than managing relationships from afar
- • Act as a bridge between audit practitioners and internal teams, ensuring product development is grounded in real audit lifecycle needs and pain points
- • Support the evolution of Fieldguide’s customer success strategy by contributing to scalable systems that empower audit teams across diverse firm sizes and geographies
- • Maintain deep familiarity with audit engagement phases including planning, evidence collection, review, and finalization to provide contextually accurate guidance
- • Embody Fieldguide’s values of Fearless, Fast, Lovable, Owners, Win-win, and Inclusive in all customer interactions and internal collaborations
🎯 Requirements
- • 5–10+ years of experience in public accounting (audit, assurance, or advisory) or audit methodology/innovation/transformation roles
- • Deep understanding of the full audit lifecycle: planning, evidence collection, review, and engagement management
- • Hands-on experience configuring software workflows and troubleshooting real-world usage challenges in audit or advisory platforms
- • Proven ability to lead training, change management, and adoption initiatives with audit teams
- • Practitioner mindset focused on advising, enabling, and driving change rather than acting as a relationship-only resource
- • Strong technical curiosity with interest in data models, permissions, configurations, and AI-powered workflows
🏖️ 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
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
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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