Customer Success Engineer, Advisory

Added
less than a minute ago
Type
Full time
Salary
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πŸ“‹ Description

  • Own adoption, outcomes, and retention for advisory customers
  • Drive platform adoption by configuring workflows and templates
  • Translate advisory methodologies into scalable Fieldguide workflows
  • Partner with advisory teams to improve engagement and outcomes
  • Lead customer enablement and change management
  • Identify usage gaps and proactively recommend improvements

🎯 Requirements

  • 2-5+ years in advisory, consulting, or professional services
  • Experience delivering advisory engagements and client reporting
  • Hands-on in software platforms; configuring workflows
  • Strong technical curiosity; AI-powered workflows a plus
  • Practitioner mindset; advise, enable, and drive change
  • Clear communicator with advisory practitioners, managers, and leadership

🎁 Benefits

  • Competitive compensation with meaningful ownership
  • Flexible PTO
  • 401k
  • Wellness benefits starting on day one
  • Technology and Work from Home reimbursement
  • Flexible work schedules
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