Related skills
customer success project management onboarding implementation cross-functional collaboration📋 Description
- Build trust with customers and manage onboarding cadence
- Guide customer goals and track onboarding progress
- Build champions and grow Fieldguide knowledge
- Advocate for customers with cross-functional teams
- Identify risks and plan mitigation
- Measure customer value and progress over time
🎯 Requirements
- Deep industry knowledge with 2+ years in financial audit/assurance
- 1+ year in tech consulting, onboarding, or implementation
- Team player with a mission-first mindset
- Project management to balance multiple customers and projects
- Executive presence and ability to influence cross-functional teams
- Bias toward action and end-to-end ownership
🎁 Benefits
- Competitive compensation with meaningful ownership
- Unlimited PTO
- 401k
- Wellness benefits, including free therapy sessions
- Tech & Work From Home reimbursement
- Flexible work schedules
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