Implementation Consultant, Advisory

Fieldguide

San Francisco (CA)

Hybrid

USD 120,000 - 180,000

Full time

9 days ago

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Benefits offered by this job

Unlimited PTO

401k

Wellness benefits

Work from home reimbursement

Flexible schedules

Job summary

Fieldguide is a remote-first company based in San Francisco, delivering onboarding experiences for customers through its Fieldguide Accelerator program. As an Implementation Consultant, you will collaborate with Customer Success and Go-To-Market teams to drive adoption and value realization for new customers.

You will guide customers from sales handoff to value realization, build plans to meet goals, and advocate for customer needs to shape product roadmaps and onboarding iterations.

Qualifications

Experience in financial audit or assurance (2+ years).
Experience in technology consulting, customer onboarding, implementation, or similar (3+ years).
Strong consulting skills helping complex organizations succeed.

Responsibilities

Build trust with customers through regular engagement during implementation.
Create an onboarding plan with customer goals and activities.
Cultivate customer champions and grow Fieldguide knowledge.
Serve as the link between customers and Fieldguide cross-functional teams.
Identify risks and develop action plans to mitigate them.
Document progress with case studies, use cases, and success metrics.

Skills

Project management

Executive presence

Consulting skills

Customer onboarding

Job description

About Us 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 specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses. We’re based in San Francisco, CA, but built as a remote‑first company that enables you to do your best work from anywhere. You're backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more. We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self‑reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth. As an early stage start‑up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by bringing together up to 50% of their work and giving them better work‑life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

About the Role

As an Implementation Consultant at Fieldguide, you will be an integral member of our go-to‑market team, working directly with our Customer Success and greater Go-To-Market teams to make significant impacts on our customer’s adoption of our platform. Reporting into our Director of Implemetation, you will provide new Fieldguide customers with seamless onboarding experiences built to maximize our customers’ return on investment quickly. Our unique onboarding program, Fieldguide Accelerator, is designed to be best‑in‑class and prioritize quick time to value. You will be responsible for delivering this program to new Fieldguide customers.

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 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. You’re joining a hard‑working team that trusts each other deeply. We won’t compromise on this. Project management proficiency with proven ability to prioritize and manage multiple customers, projects and requests with little direct oversight. You are able to professionally problem‑solve, while juggling several customers. 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.

More about Fieldguide

Fieldguide is a values‑based company. Our values