Fieldguide

Customer Success Engineer, Audit

Fieldguide

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $146,000 - $163,000 per year

About the role

  • Own adoption and success for a portfolio of Fieldguide audit customers, with accountability for usage, outcomes, and long-term retention
  • Drive deep platform adoption across audit teams by actively working inside the product to configure workflows, templates, and engagement structures
  • Translate audit standards, firm methodologies, and best practices into scalable, repeatable Fieldguide workflows
  • Partner directly with audit teams to improve audit efficiency, consistency, and quality through better workflow design and execution
  • Lead customer enablement, training, and change management to help teams move away from legacy processes
  • Identify usage gaps, inefficiencies, and risk signals, and proactively recommend improvements
  • Serve as a practitioner-advisor—comfortably pushing customers toward better practices when needed
  • Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world audit feedback and influence roadmap priorities
  • Support renewals and expansion by ensuring customers are realizing clear, provable value from the platform
  • 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

Requirements

  • 5–10+ years of experience in:
  • Public accounting (audit, assurance, or advisory), or
  • Audit methodology, audit innovation, or audit transformation roles
  • Deep understanding of the audit lifecycle, including planning, evidence collection, review, and engagement management
  • Experience supporting complex, multi-team audit environments and methodology rollouts
  • Highly comfortable 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 (LLMs or prompt creation experience is a plus)
  • Practitioner mindset, you advise, enable, and drive change rather than act as a support or relationship-only resource
  • Confident in leading training, enablement, and change management efforts with audit teams
  • Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment
  • Clear communicator who can engage credibly with audit practitioners, managers, and firm leadership
Benefits
  • Competitive compensation packages with meaningful ownership
  • Flexible PTO
  • 401k
  • Wellness benefits, including a bundle of free therapy sessions
  • Technology & Work from Home reimbursement
  • Flexible work schedules
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
audit methodologyaudit innovationaudit transformationworkflow configurationdata modelspermissions managementAI-powered workflowsprompt creationaudit lifecycleengagement management
Soft Skills
customer enablementchange managementcollaborationoutcomes-orientedclear communicationtraining leadershiptechnical curiositypractitioner mindsetproblem-solvingadaptability