Advisory Platform Success Engineer

Fieldguide; United States; Vor Ort; USD 110.000 - 170.000; Vollzeit

Benefits dieser Stelle

Health

Dental

PTO

Zusammenfassung

Fieldguide is seeking a Customer Success Engineer – Advisory to own adoption, value realization, and workflow excellence for our advisory customers. This hands-on role sits inside the Fieldguide platform, collaborating with advisory teams to drive efficient, high-quality engagements across advisory services.

You will guide customers toward best practices, collaborate with Product, Engineering, and Implementation, and focus on measurable outcomes, retention, and platform usage.

Qualifikationen

• 2-5+ years of experience in advisory methodology, transformation, or practice operations roles.
• 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.
• Deep understanding of advisory engagement delivery, including scoping, execution, collaboration, and client reporting.
• Highly comfortable working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challenges.
• Confident leading training, enablement, and change management efforts with advisory teams.
• Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment.
• Clear communicator who can engage credibly with advisory practitioners, managers, and firm leadership.
• Experience supporting complex, multi-team advisory or consulting environments and service-line rollouts.
• Advisory, consulting, or professional services roles

Aufgaben

• Own adoption, value realization, and workflow excellence for Fieldguide advisory customers delivering advisory and consulting services.
• Work directly inside the Fieldguide platform alongside advisory teams to help them deliver engagements more efficiently, consistently, and at higher quality across a range of advisory services.
• Operate as a trusted advisory practitioner and advisor, guiding customers toward best practices and helping modernize how advisory services are delivered.
• Collaborate cross-functionally with Product, Engineering, Implementation, and Revenue teams to ensure customers realize real business impact while feeding practitioner-level insights back into the platform.
• Own adoption and success for a portfolio of Fieldguide advisory customers, with accountability for usage, outcomes, and long-term retention.
• Drive deep platform adoption across advisory teams by actively working inside the product to configure workflows, templates, and engagement structures.
• Translate advisory methodologies, service offerings, and best practices into scalable, repeatable Fieldguide workflows.
• Partner directly with advisory teams to improve engagement execution, delivery consistency, and client outcomes through better workflow design.
• Lead customer enablement, training, and change management to help teams move away from bespoke, manual, or legacy delivery models.
• Identify usage gaps, inefficiencies, and delivery risks, and proactively recommend improvements.
• Serve as a practitioner-advisor—comfortably challenging teams to adopt stronger, more scalable advisory practices.
• Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world advisory feedback and influence roadmap priorities.
• Support renewals and expansion by ensuring customers are realizing clear, provable value across advisory service lines.
• 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.

Kenntnisse

Technical curiosity

Advisory mindset

Hands-on software

Change management

Strong communicator

Collaboration

Jobbeschreibung

Fieldguide is seeking a Customer Success Engineer – Advisory to own adoption, value realization, and workflow excellence for our advisory customers. This hands-on role sits inside the Fieldguide platform, collaborating with advisory teams to drive efficient, high-quality engagements across advisory services.

You will guide customers toward best practices, collaborate with Product, Engineering, and Implementation, and focus on measurable outcomes, retention, and platform usage.