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FieldguideFieldguideSan Francisco, CA

Senior Implementation Consultant, Advisory

Delivers Fieldguide’s customer onboarding and implementation program, guiding audit and assurance customers from sales handoff through value realization. Requires financial audit or assurance expertise, technology consulting or implementation experience, strong project management, and the ability to influence customers and cross-functional teams.

100k – 130k/yr
Remote3+ YOESolutions Architecture

About the role

Responsibilities

  • Build trust with customers through regular engagement from sales handoff through value realization.
  • Create implementation plans outlining customer goals and required activities; review progress and adapt plans as needed.
  • Cultivate customer champions and expand their knowledge of Fieldguide.
  • Advocate for customers across Engineering, Product, Design, Customer Enablement, Sales, and other cross-functional teams.
  • Communicate customer needs internally to help shape the product roadmap, processes, and onboarding programs.
  • 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

  • At least 2 years of experience in financial audit or assurance.
  • At least 3 years of experience in technology consulting, customer onboarding, implementation, or a similar field.
  • Experience at a top management consulting firm or high-growth startup preferred.
  • Strong consulting skills and a record of driving business value for customers as a trusted advisor.
  • Project management proficiency, including prioritizing and managing multiple customers, projects, and requests with limited oversight.
  • Ability to professionally solve problems while managing multiple customers.
  • Executive presence and ability to influence change.
  • Strong communication skills with customers and internal teams.
  • Bias toward action and ownership of projects from start to finish.
  • Collaborative, mission-first approach.

Compensation and Benefits

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

Skills

financial auditassurancetechnology consultingCustomer OnboardingimplementationProject ManagementCustomer Successadvisorycase studiesCross-Functional Collaboration
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