Fieldguide
Audit
CustomerSuccessEngineer,Audit
“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.
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
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