Customer Success Engineer (Advisory)

Fieldguide; United States; On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health

Dental

PTO

Job summary

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.

Qualifications

• 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

Responsibilities

• 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.

Skills

Technical curiosity

Advisory mindset

Hands-on software

Change management

Strong communicator

Collaboration

Job description

• As a Customer Success Engineer – Advisory, you will own adoption, value realization, and workflow excellence for Fieldguide customers delivering advisory and consulting services
• This is a hands-on, product-native role designed for former advisory practitioners and transformation leaders. You will 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
• This is not a traditional relationship management role. Success in this position is measured by end-user adoption, workflow maturity, and measurable client outcomes, not by meeting volume
• You will operate as a trusted advisory practitioner and advisor, guiding customers toward best practices and helping modernize how advisory services are delivered
• You’ll collaborate closely 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

Benefits

• Health
• Dental
• PTO

2-5+ years of experience in:Advisory methodology, transformation, or practice operations rolesStrong 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 resourceDeep understanding of advisory engagement delivery, including scoping, execution, collaboration, and client reportingHighly comfortable working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challengesConfident leading training, enablement, and change management efforts with advisory teamsCollaborative, outcomes-oriented, and comfortable operating in an evolving startup environmentClear communicator who can engage credibly with advisory practitioners, managers, and firm leadershipExperience supporting complex, multi-team advisory or consulting environments and service-line rolloutsAdvisory, consulting, or professional services roles (e.g., risk advisory, compliance, cybersecurity, privacy, ESG, internal audit, or operational consulting), or