Customer Success Engineer, Audit

📋 Description

• Own adoption and success for a portfolio of Fieldguide audit customers, with accountability for usage, outcomes, and long-term retention
• Drive deep platform adoption by configuring workflows, templates, and engagement structures
• Translate audit standards, firm methodologies, and best practices into scalable Fieldguide workflows
• Partner with audit teams to improve audit efficiency, consistency, and quality
• Lead customer enablement, training, and change management to move teams from legacy processes
• Identify usage gaps, inefficiencies, and risk signals, and proactively recommend improvements

🎯 Requirements

• 5–10+ years of experience in public accounting (audit, assurance, or advisory) or 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
• Hands-on experience in software platforms, including configuring workflows and troubleshooting usage challenges
• Strong technical curiosity with interest in data models, permissions, configurations, and AI-powered workflows (LLMs or prompt creation experience)
• Practitioner mindset: advise, enable, and drive change rather than act as a support/resource

🎁 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