Implementation Consultant, Audit
100k – 140kSan Francisco, CARemote2+ YOE
Summary
Senior Implementation Consultant delivering onboarding and customer success for an audit automation platform. Requires 2+ years in financial audit/assurance plus consulting or implementation experience.
About the role
What You’ll Do
- Build trust with customers. Maintain regular engagement cadences with customers through all phases of their implementation, from sales handoff to value realization.
- Guide growth. Create a plan that outlines the customer’s goals with implementing Fieldguide and activities needed to meet those goals. Maintain regular reviews during their onboarding process to track progress and adapt plans where necessary.
- Build champions. Cultivate customer champions and grow their Fieldguide knowledge.
- Advocate for the customer. Be the link between the customer and Fieldguide’s Engineering, Product, Design; Customer Enablement; Sales; and other cross-functional teams. Be aware of and communicate customer needs internally to help shape the product roadmap, internal processes, and future onboarding iterations.
- Mitigate risks. Be proactive in identifying success risks and develop decisive action plans to mitigate them.
- Measure and document progress. Document the value Fieldguide provides to our customers by detailing customer case studies, new use cases and success metrics. Track customer progress against their adoption map, and be able to plot customer value realization over time.
About You
- Deep industry knowledge and at least 2+ years of experience in financial audit or assurance is a must.
- Hands-on experience with 1+ years in technology consulting, customer onboarding, implementation, or similar, at a top management consulting firm (preferred) or high-growth startup.
- Strong consulting skills helping complex organizations succeed, with proven results driving business value for customers as their trusted advisor.
- You are a team player, and you are mission-first. You’re joining a hard-working team that trusts each other deeply.
- Project management proficiency with proven ability to prioritize and manage multiple customers, projects and requests with little direct oversight.
- Executive presence and ability to influence change. Demonstrated history of communicating effectively with customers and across internal teams.
- Bias towards action. You take ownership of projects end-to-end and see them through to completion, with minimal direction or oversight.
Benefits
- Competitive compensation packages with meaningful ownership
- Unlimited PTO
- 401k
- Wellness benefits starting on your first day
- Technology & Work from Home reimbursement
- Flexible work schedules
Skills
Financial AuditAssuranceTechnology ConsultingCustomer OnboardingImplementationProject ManagementCustomer SuccessStakeholder ManagementCross-functional CollaborationRisk Mitigation
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