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Senior Implementation Consultant, Audit

Leads customer onboarding and implementation for an audit technology platform, guiding customers from sales handoff through value realization. The role requires substantial audit or technology consulting experience, strong project management, executive communication, and customer advisory skills.

About the job

Responsibilities

  • Build trust with customers through regular engagement from sales handoff through value realization.
  • Create implementation plans outlining customer goals and the activities required to achieve them.
  • Conduct regular onboarding reviews, track progress, and adapt plans as needed.
  • Cultivate customer champions and expand their knowledge of Fieldguide.
  • Advocate for customers by communicating needs to Engineering, Product, Design, Customer Enablement, Sales, and other cross-functional teams.
  • Identify success risks proactively and develop action plans to mitigate them.
  • Document customer value through case studies, use cases, and success metrics.
  • Track customer progress against adoption plans and measure value realization over time.

Requirements

  • 5+ years leading financial statement audits, including SOX testing, internal controls documentation, and audit methodology or workpaper review; or
  • 4+ years in technology consulting, customer onboarding, implementation, or a similar role at a top management consulting firm or high-growth startup.
  • Strong consulting skills and a history of driving business value for customers as a trusted advisor.
  • Project management proficiency, including the ability to prioritize and manage multiple customers, projects, and requests with limited oversight.
  • Professional problem-solving skills while managing multiple customers.
  • Executive presence and the ability to influence change.
  • Demonstrated ability to communicate effectively with customers and internal teams.
  • Bias toward action and ownership of projects from start to completion.
  • Ability to work with minimal direction or oversight.

Benefits and Compensation

  • Competitive compensation packages with meaningful ownership.
  • Unlimited PTO.
  • 401(k).
  • Wellness benefits, including free therapy sessions.
  • Technology and work-from-home reimbursement.
  • Flexible work schedules.

Skills

Financial Statement Audits, Sox, Internal Controls, Audit Methodology, Workpaper Review, Technology Consulting, Customer Onboarding, Implementation, Project Management, Customer Success, Executive Communication, Change Management

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