Fieldguide

Audit

CustomerSuccessEngineer,Audit

$130–183k San Francisco, California, United States; United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Customer Success Engineer, Audit at Fieldguide. Skills: Adoption, Value realization, Workflow excellence, Platform adoption, Audit standards translation, Audit efficiency improvement, Customer enablement, Practitioner-advisor. 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 engagemen”

What You'll Achieve.

End-user adoption; Workflow maturity; Measurable outcomes; Usage; Outcomes; Long-term retention; Audit efficiency; Consistency; Quality; Clear, provable value from the platform; Adoption KPIs; Retention KPIs; Customer outcomes KPIs; Platform usage KPIs

Industry & Context.

Audit
Problems you'll solve

Troubleshooting real-world usage challenges; Identify usage gaps, inefficiencies, and risk signals, and proactively recommend improvements

What They're Looking For.

Must Have

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, 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

Nice to Have

technical curiosity, with interest in data models, permissions, configurations, and AI-powered workflows (LLMs or prompt creation experience is a plus), Relevant industry experience as a practitioner at an audit/advisory firm

What You'll Do.

Own adoption and success for a portfolio of Fieldguide audit customers

with accountability for usage

and long-term retention

Drive deep platform adoption across audit teams by actively working inside the product to configure workflows

and engagement structures

Translate audit standards

and best practices into scalable

repeatable Fieldguide workflows

Partner directly with audit teams to improve audit efficiency

and quality through better workflow design and execution

Lead customer enablement

and change management to help teams move away from legacy processes

and proactively recommend improvements

Serve as a practitioner-advisor—comfortably pushing customers toward better practices when needed

Collaborate cross-functionally with Product

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

and best-practice frameworks

Own and exceed KPIs related to adoption

How You'll Work.

Team & Collaboration

Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world audit feedback and influence roadmap priorities

Communication Scope

Clear communicator who can engage credibly with audit practitioners, managers, and firm leadership

Full Job Description

About Us Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses. We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more. We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth. As an early stage start-up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by bringing together up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.   About the Role: As a Customer Success Engineer, Audit, you will own adoption, value realization, and workflow excellence for Fieldguide customers running audit engagements. This is a hands-on, product-native role designed for former audit practitioners and audit transformation experts. You will work directly inside the Fieldguide platform alongside audit teams to help them execute audits more efficiently, consistently, and at higher quality. This is not a traditional relationship management role. Success in this position is measured by end-

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