Customer Success Engineer, Advisory

This is a fully remote position, open to applicants in California.

📋 Description

• Take ownership of adoption and success for a portfolio of Fieldguide advisory customers, focusing on usage, outcomes, and long-term retention.

• Foster deep platform adoption by configuring workflows, templates, and engagement structures.

• Convert advisory methodologies, service offerings, and best practices into scalable Fieldguide workflows.

• Collaborate with advisory teams to enhance engagement execution, delivery consistency, and client outcomes.

• Lead customer enablement initiatives, training sessions, and change management processes.

• Identify usage gaps, inefficiencies, and delivery risks, and suggest improvements.

• Act as a practitioner-advisor, guiding customers towards scalable advisory practices.

• Work alongside Product, Engineering, and Implementation teams to provide advisory feedback and shape roadmap priorities.

• Assist with renewals and expansions by ensuring customers achieve measurable value.

• Contribute to the development of playbooks, templates, enablement content, and best-practice frameworks.

• Own and surpass KPIs related to adoption, retention, customer outcomes, and platform usage.

⛳️ Requirements

• 2-5+ years of experience in advisory, consulting, professional services, advisory methodology, transformation, or practice operations roles.

• In-depth understanding of advisory engagement delivery, including scoping, execution, collaboration, and client reporting.

• Experience in supporting complex, multi-team advisory or consulting environments and service-line rollouts.

• Highly proficient in working hands-on with software platforms, including configuring workflows and addressing real-world usage challenges.

• Strong technical curiosity, with interests in data models, permissions, configurations, and AI-powered workflows.

• Experience with LLM or prompt creation is a plus.

• A practitioner mindset focused on advising, enabling, and driving change.

• Experience in leading training, enablement, and change management efforts with advisory teams.

• Collaborative, outcomes-oriented, and comfortable operating in a dynamic startup environment.

• Excellent communication skills with advisory practitioners, managers, and firm leadership.

• Must indicate whether visa sponsorship will be required for employment in the United States.

🏝️ Benefits

• Competitive compensation packages with meaningful ownership.

• Flexible PTO.

• 401k.

• Wellness benefits starting on your first day.

• Technology & Work from Home reimbursement.

• Flexible work schedules.

• Equity.

• Bonus.