Senior Customer Success Engineer, Audit
Own adoption, workflow excellence, and measurable outcomes for audit customers using Fieldguide’s platform. The role requires at least four years of audit or advisory experience, strong knowledge of the audit lifecycle, and the ability to lead enablement and change management.
About the job
Responsibilities
- Own adoption and success for a portfolio of Fieldguide audit customers, with accountability for usage, outcomes, and long-term retention.
- Drive deep platform adoption across audit teams by configuring workflows, templates, and engagement structures.
- Translate audit standards, firm methodologies, and best practices into scalable, repeatable Fieldguide workflows.
- Improve audit efficiency, consistency, and quality through better workflow design and execution.
- Lead customer enablement, training, and change management to help teams move away from legacy processes.
- Identify usage gaps, inefficiencies, and risk signals, and proactively recommend improvements.
- Serve as a practitioner-advisor and guide customers toward better practices.
- Collaborate with Product, Engineering, and Implementation to provide audit feedback and influence roadmap priorities.
- Support renewals and expansion by ensuring customers realize clear, measurable value from the platform.
- Contribute to scalable success initiatives, including playbooks, templates, enablement content, and best-practice frameworks.
- Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage.
Requirements
- 4+ years of experience in public accounting, audit, assurance, advisory, audit methodology, audit innovation, or audit transformation.
- Deep understanding of the audit lifecycle, including planning, evidence collection, review, and engagement management.
- Experience supporting complex, multi-team audit environments and methodology rollouts.
- Comfortable working hands-on in software platforms, including configuring workflows and troubleshooting usage challenges.
- Strong technical curiosity, including interest in data models, permissions, configurations, and AI-powered workflows.
- Practitioner mindset with the ability to advise, enable, and drive change rather than provide relationship-only support.
- Experience leading training, enablement, and change management efforts with audit teams.
- Clear communication skills and credibility with audit practitioners, managers, and firm leadership.
- Collaborative, outcomes-oriented approach suited to an evolving startup environment.
Nice to Have
- Experience with LLMs or prompt creation.
- Relevant practitioner experience at an audit or advisory firm.
Compensation and Benefits
- Salary range: $158,000–$175,000.
- Meaningful ownership.
- Flexible paid time off.
- 401(k).
- Wellness benefits starting on the first day.
- Technology and work-from-home reimbursement.
- Flexible work schedules.
Skills
Audit, Public Accounting, Audit Methodology, Workflow Configuration, Change Management, Customer Enablement, Data Models, Permissions, Artificial Intelligence, LLMs, Prompt Engineering, Engagement Management
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