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
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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