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Fieldguide · 2 months ago

Senior Customer Success Engineer, Audit

United States

Full-time

Remote

Senior Level

$135K/yr - $165K/yr

5+ years exp

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 Customer Success Engineer, Audit, you will own adoption and success for Fieldguide customers running audit engagements, working directly with audit teams to enhance their efficiency and quality of work.

AccountingAgentic AIArtificial Intelligence (AI)Cyber SecurityDocument ManagementFinTech

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 actively working inside the product to configure workflows, templates, and engagement structures

Translate audit standards, firm methodologies, and best practices into scalable, repeatable Fieldguide workflows

Partner directly with audit teams to 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—comfortably pushing customers toward better practices when needed

Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world audit feedback and influence roadmap priorities

Support renewals and expansion by ensuring customers are realizing clear, provable 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

Qualification

Audit lifecycle understandingAudit methodology experienceWorkflow configurationChange managementTrainingEnablementTechnical curiosityCollaborationClear communication

Required

5–10+ years of experience in public accounting (audit, assurance, or advisory), or audit methodology, audit innovation, or audit transformation roles

Deep understanding of the audit lifecycle, including planning, evidence collection, review, and engagement management

Experience supporting complex, multi-team audit environments and methodology rollouts

Highly comfortable working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challenges

Strong technical curiosity, with interest in data models, permissions, configurations, and AI-powered workflows (LLMs or prompt creation experience is a plus)

Practitioner mindset, you advise, enable, and drive change rather than act as a support or relationship-only resource

Confident in leading training, enablement, and change management efforts with audit teams

Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment

Clear communicator who can engage credibly with audit practitioners, managers, and firm leadership