Customer Success Engineer, Advisory

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

📋 Description

• Take charge of the adoption and success for a group of Fieldguide advisory clients, ensuring accountability for their usage, outcomes, and long-term retention.

• Promote comprehensive platform adoption among advisory teams by actively engaging with the product to set up workflows, templates, and engagement structures.

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

• Collaborate directly with advisory teams to enhance engagement execution, consistency in delivery, and client outcomes through improved workflow design.

• Lead customer training, enablement, and change management initiatives to assist teams in transitioning from custom, manual, or outdated delivery models.

• Identify gaps in usage, inefficiencies, and delivery risks while proactively suggesting enhancements.

• Act as a practitioner-advisor, confidently challenging teams to adopt more robust and scalable advisory practices.

• Work cross-functionally with Product, Engineering, and Implementation teams to provide real-world advisory insights and influence roadmap priorities.

• Aid in renewals and expansions by ensuring that customers derive clear, demonstrable value from advisory service lines.

• Contribute to scalable success initiatives, including playbooks, templates, enablement content, and best-practice frameworks.

• Take ownership of and exceed KPIs related to adoption, retention, customer outcomes, and platform usage.

⛳️ Requirements

• 2-5+ years of experience in:

• Advisory, consulting, or professional services roles (e.g., risk advisory, compliance, cybersecurity, privacy, ESG, internal audit, or operational consulting), or

• Advisory methodology, transformation, or practice operations roles.

• A deep understanding of advisory engagement delivery, encompassing scoping, execution, collaboration, and client reporting.

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

• High comfort level working directly in software platforms, including configuring workflows and addressing real-world usage challenges.

• Strong technical curiosity, with an interest in data models, permissions, configurations, and AI-powered workflows (experience with LLMs or prompt creation is an advantage).

• A practitioner mindset — you advise, enable, and drive change rather than serving solely as a support or relationship manager.

• Confidence in leading training, enablement, and change management initiatives with advisory teams.

🏝️ 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.