Senior Implementation Consultant, Audit

Fieldguide
San Francisco
Workplace: RemoteFull timeUSD 142,000 - 162,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Consulting","Project management","Prioritization","Cross-functional communication","Influence"]

Own end-to-end customer onboarding for new Fieldguide customers, partnering with Customer Success and Go-To-Market teams to accelerate time-to-value. Maintain implementation engagement through value realization, create onboarding plans and track progress, cultivate customer champions, and advocate customer needs across Engineering, Product, Design, Enablement, and Sales. Proactively identify adoption risks and measure/document impact through success metrics and case studies.

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FursaFursa
Fieldguide
Fieldguide
3 days ago

Senior Implementation Consultant, Audit

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Own end-to-end customer onboarding for new Fieldguide customers, partnering with Customer Success and Go-To-Market teams to accelerate time-to-value. Maintain implementation engagement through value realization, create onboarding plans and track progress, cultivate customer champions, and advocate customer needs across Engineering, Product, Design, Enablement, and Sales. Proactively identify adoption risks and measure/document impact through success metrics and case studies.
Location: San Francisco
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build trust with customers by maintaining regular engagement cadences across implementation phases, from sales handoff to value realization.
  • •Guide growth by creating and maintaining implementation goal plans, reviewing progress, and adapting as needed.
  • •Build champions by cultivating customer champions and expanding their Fieldguide knowledge.
  • •Advocate for the customer by linking customer needs to Fieldguide teams across Engineering, Product, Design, Enablement, Sales, and others.
  • •Mitigate risks and measure/document progress by identifying adoption risks, tracking value realization, and documenting success through metrics, case studies, and use cases.

Pay and Benefits

Salary: USD 142,000 - 162,000 annually
Equity and Bonus:Equity
Perks:Paid Leave401kRemote WorkTherapy Sessions

Key Requirements

  • •At least 5+ years leading financial statement audits, including SOX testing, internal controls documentation, and audit methodology/workpapers review.
  • •AND/OR 4+ years in technology consulting, customer onboarding, implementation, or similar work at a top management consulting firm (preferred) or high-growth startup.
  • •Strong consulting skills helping complex organizations succeed as a trusted advisor.
  • •Project management proficiency to prioritize and manage multiple customers, projects, and requests with little direct oversight.
  • •Executive presence and ability to influence change through effective communication with customers and internal teams.
Experience:5+ yearsFinancial auditSOXTechnology consultingCustomer onboardingHigh-growth startup
Skills:ConsultingProject managementPrioritizationCross-functional communicationInfluence

Company Brief

Fieldguide
Provides an agentic AI platform that automates and manages end-to-end audit, advisory, and compliance engagements for CPA and consulting firms, improving efficiency, margins, and client outcomes.
Industry: Enterprise Software
Company Size: Medium (51 to 250 employees)
Revenue: USD 1M to 5M
Growth: Growth Stage Startup
Funding: Series B
Headquarters: San Francisco, United States
Founded: 2020
Glassdoor
Glassdoor: 4.6
WebsiteLinkedInGlassdoor