Senior Customer Success Engineer, Audit

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

📋 Description

• Take charge of adoption and success for a portfolio of Fieldguide audit clients, ensuring accountability for usage, outcomes, and sustained retention.

• Promote extensive platform adoption by setting up workflows, templates, and engagement structures within Fieldguide.

• Convert audit standards, firm methodologies, and best practices into scalable workflows on the Fieldguide platform.

• Collaborate with audit teams to enhance efficiency, consistency, and quality through strategic workflow design and execution.

• Lead customer enablement, training, and change management initiatives to transition teams away from outdated processes.

• Identify gaps in usage, inefficiencies, and risk indicators while recommending actionable improvements.

• Act as a practitioner-advisor, steering customers towards enhanced best practices.

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

• Assist with renewals and expansion by ensuring customers recognize clear, demonstrable value from the platform.

• Contribute to playbooks, templates, enablement materials, and frameworks of best practices.

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

⛳️ Requirements

• A minimum of 4 years of experience in public accounting, audit, assurance, advisory, audit methodology, audit innovation, or audit transformation.

• Profound understanding of the audit lifecycle, encompassing planning, evidence gathering, review, and engagement management.

• Experience in supporting complex, multi-team audit environments and implementing methodology rollouts.

• Proficient in hands-on work within software platforms, including configuring workflows and resolving practical usage challenges.

• A technical curiosity and interest in data models, permissions, configurations, and AI-driven workflows.

• Experience with LLM or prompt creation is advantageous.

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

• Proven experience in leading training, enablement, and change management initiatives with audit teams.

• Collaborative, results-oriented, and adaptable within a dynamic startup environment.

• Excellent communication skills to effectively engage with audit practitioners, managers, and firm leadership.

• Relevant practitioner experience at an audit or advisory firm is a plus.

• Candidates must indicate whether visa sponsorship will be needed for employment in the United States.

🏝️ Benefits

• Competitive compensation packages with substantial ownership opportunities.

• Flexible Paid Time Off (PTO).

• 401k plan.

• Wellness benefits beginning on your first day.

• Technology and Work from Home reimbursement.

• Flexible work schedules.

• Equity options.

• Bonus opportunities.