Senior Implementation Consultant, Advisory jobs in United States
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Fieldguide · 4 months ago

Senior Implementation Consultant, Advisory

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners. As a Senior Implementation Consultant, you will work with customers to ensure seamless onboarding experiences and maximize their return on investment with the Fieldguide platform.

AccountingAgentic AIArtificial Intelligence (AI)Cyber SecurityDocument ManagementFinTech

Responsibilities

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

Qualification

Financial audit experienceTechnology consultingCustomer onboardingConsulting skillsProject managementExecutive presenceBias towards actionTeam player

Required

Deep industry knowledge and at least 2+ years of experience in financial audit or assurance is a must
Hands-on experience with 3+ 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
Project management proficiency with proven ability to prioritize and manage multiple customers, projects and requests with little direct oversight
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

Preferred

Experience at a top management consulting firm

Benefits

Competitive compensation packages with meaningful ownership
Unlimited PTO
401k
Wellness benefits, including a bundle of free therapy sessions
Technology & Work from Home reimbursement
Flexible work schedules

Company

Fieldguide

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Agentic AI for Audit and Advisory.

Funding

Current Stage
Growth Stage
Total Funding
$50M
Key Investors
KPMGBessemer Venture Partners8VC
2025-10-23Corporate Round
2024-03-26Series B· $30M
2022-03-02Series A· $17M

Leadership Team

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Jin Chang
CEO, Co-Founder
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Chris Szymansky
Co-Founder / CTO
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Company data provided by crunchbase