Customer Success Engineer, Advisory

Fieldguide•San Francisco, CA

3d•$146,000 - $163,000•Remote

About The Position

Fieldguide is a remote-first software company that builds tools for assurance and audit practitioners working in cybersecurity, privacy, and financial audit. The Customer Success Engineer – Advisory owns adoption, value realization, and workflow excellence for customers delivering advisory and consulting services. This hands-on, product-native role is intended for former advisory practitioners and transformation leaders. The engineer works directly in the Fieldguide platform alongside advisory teams to help them deliver engagements more efficiently, consistently, and at higher quality. This is not a traditional relationship-management role. Success is measured by end-user adoption, workflow maturity, and measurable client outcomes rather than meeting volume. The position acts as a trusted practitioner-advisor, guiding customers toward best practices and helping modernize advisory service delivery. The engineer collaborates with Product, Engineering, Implementation, and Revenue teams to help customers realize business impact and share practitioner insights that inform the platform.

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; or in advisory methodology, transformation, or practice operations roles.
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.
Comfort working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challenges.
Practitioner mindset: advise, enable, and drive change rather than serve only as a support or relationship-management resource.
Confidence leading training, enablement, and change-management efforts with advisory teams.
Collaborative, outcomes-oriented approach and comfort operating in an evolving startup environment.
Clear communication skills and ability to engage credibly with advisory practitioners, managers, and firm leadership.

Nice To Haves

Strong technical curiosity, including interest in data models, permissions, configurations, and AI-powered workflows.
Experience with LLMs or prompt creation.

Responsibilities

Own adoption and success for a portfolio of Fieldguide advisory customers, with accountability for usage, outcomes, and long-term retention.
Drive deep platform adoption by working in the product to configure workflows, templates, and engagement structures.
Translate advisory methodologies, service offerings, and best practices into scalable, repeatable Fieldguide workflows.
Partner with advisory teams to improve engagement execution, delivery consistency, and client outcomes through 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.
Advise and challenge teams to adopt stronger, more scalable advisory practices.
Collaborate with Product, Engineering, and Implementation to provide real-world advisory feedback and influence roadmap priorities.
Support renewals and expansion by ensuring customers realize 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.