Related skills
customer success consulting project management onboarding stakeholder management📋 Description
- Build trust with customers; maintain regular engagement during onboarding.
- Create goals-based adoption plans; review progress and adapt plans.
- Grow customer champions and deepen Fieldguide knowledge.
- Be the link between customers and cross-functional teams; communicate needs.
- Proactively identify risks and create action plans to mitigate.
- Measure value; document case studies and success metrics.
🎯 Requirements
- Deep industry knowledge; 2+ years in financial audit or assurance.
- 1+ year in tech consulting, onboarding, or implementation at a top firm/startup.
- Team player with mission-first mindset.
- Project management: handle multiple customers with minimal oversight.
- Executive presence; ability to influence across teams.
- Bias toward action; own projects end-to-end.
🎁 Benefits
- Competitive compensation with meaningful ownership.
- Unlimited PTO.
- 401k.
- Wellness benefits from day one.
- Tech & Work-from-Home reimbursement.
- Flexible schedules.
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