Senior Customer Success Engineer, Advisory

Added
1 hour ago
Type
Full time
Salary
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πŸ“‹ Description

  • Own adoption, outcomes, and long-term retention for Fieldguide advisory customers
  • Drive deep platform adoption by configuring workflows and templates
  • Translate advisory methodologies into scalable, repeatable Fieldguide workflows
  • Partner with advisory teams to improve engagement execution and client outcomes
  • Lead customer enablement, training, and change management
  • Collaborate cross-functionally with Product, Engineering, and Implementation for feedback

🎯 Requirements

  • 2-5+ years in advisory, consulting, or professional services (risk, cybersecurity, privacy, ESG, internal audit, or ops)
  • Experience in advisory methodology, transformation, or practice operations
  • Deep understanding of advisory engagement delivery (scoping, execution, client reporting)
  • Hands-on with software platforms; configuring workflows and troubleshooting
  • Strong technical curiosity: data models, permissions, configurations, AI-powered workflows
  • Practitioner mindset β€” you advise, enable, and drive change

🎁 Benefits

  • Competitive compensation with meaningful ownership
  • Flexible PTO
  • 401k
  • Wellness benefits including therapy sessions
  • Tech & Work from Home reimbursement
  • Flexible work schedules
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