Senior Customer Success Engineer, Audit

Fieldguide
San Francisco
Workplace: RemoteFull timeUSD 158,000 - 175,000 annuallyFunction: Customer Success & Account ManagementExperience: 4+ yearsSkills: ["Collaboration","Communication","Ownership","Change management","Outcomes orientation"]

Own adoption, value realization, and workflow excellence for Fieldguide audit customers. Work hands-on inside the Fieldguide platform to configure workflows, templates, and engagement structures, translate audit standards into repeatable processes, and guide teams through change management. Partner with Product, Engineering, Implementation, and Revenue to ensure measurable outcomes, share practitioner-level insights with the product, and support renewals and expansion through clear, provable platform value.

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FursaFursa
Fieldguide
Fieldguide
6 days ago

Senior Customer Success Engineer, Audit

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 9 months ago

Job Summary

Own adoption, value realization, and workflow excellence for Fieldguide audit customers. Work hands-on inside the Fieldguide platform to configure workflows, templates, and engagement structures, translate audit standards into repeatable processes, and guide teams through change management. Partner with Product, Engineering, Implementation, and Revenue to ensure measurable outcomes, share practitioner-level insights with the product, and support renewals and expansion through clear, provable platform value.
Location: San Francisco
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own adoption and success for a portfolio of audit customers, accountable for usage, outcomes, and long-term retention.
  • •Drive deep platform adoption by working inside the product to configure workflows, templates, and engagement structures.
  • •Translate audit standards and firm methodologies into scalable, repeatable Fieldguide workflows and improve efficiency, consistency, and quality with audit teams.
  • •Lead customer enablement, training, and change management to help teams move away from legacy processes.
  • •Monitor usage gaps and risk signals, recommend improvements, feed practitioner-level insights to Product/Engineering, and support renewals and expansion based on provable customer value.

Pay and Benefits

Salary: USD 158,000 - 175,000 annually
Equity and Bonus:Equity
Perks:Paid Leave401kWellness StipendRemote Work

Key Requirements

  • •4+ years of experience in public accounting, audit, assurance, or advisory, or in 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.
  • •Comfort working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challenges.
  • •Strong curiosity around data models, permissions, configurations, and AI-powered workflows (LLMs or prompt creation experience is a plus).
Experience:4+ yearsAuditPublic accountingAssuranceAdvisoryCybersecurity audit
Skills:CollaborationCommunicationOwnershipChange managementOutcomes orientation
Tech Stack:LLMs

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
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