Senior Customer Success Engineer, Audit

fieldguide.com; San Francisco (CA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation with equity

Flexible PTO

401k

Wellness benefits from day one

WFH reimbursement

Flexible work schedules

Job summary

Fieldguide is seeking a Senior Customer Success Engineer, Audit, to own adoption, value realization, and workflow excellence for customers running audit engagements. This hands-on role works inside the Fieldguide platform with audit teams to improve efficiency, consistency, and quality of audits.

You will collaborate with Product, Engineering, Implementation, and Revenue teams to drive measurable business impact and real practitioner insights that inform product roadmaps.

Qualifications

• 4+ years of experience in public accounting, audit, assurance, or advisory.
• Experience supporting complex, multi-team audit environments and methodology rollouts.
• Hands-on in software platforms, configuring workflows and troubleshooting usage challenges.
• Strong technical curiosity with interest in data models, permissions, configurations, and AI-powered workflows.

Responsibilities

• Own adoption and success for a portfolio of Fieldguide audit customers, focusing on usage, outcomes, and long-term retention.
• Drive platform adoption across audit teams by configuring workflows, templates, and engagement structures.
• Translate audit standards and firm methodologies into scalable Fieldguide workflows.
• Collaborate with audit teams to improve efficiency, consistency, and quality through better workflow design.

Skills

Audit experience

Change management

Customer enablement

Cross-functional collaboration

Tools

Fieldguide platform

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. We'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 a Senior Customer Success Engineer, Audit, you will own adoption, value realization, and workflow excellence for Fieldguide customers running audit engagements.

This is a hands‑on, product‑native role designed for former audit practitioners and audit transformation experts. You will work directly inside the Fieldguide platform alongside audit teams to help them execute audits more efficiently, consistently, and at higher quality.

This is not a traditional relationship management role. Success in this position is measured by end‑user adoption, workflow maturity, and measurable outcomes, not by meeting volume. You will operate as a trusted audit practitioner and advisor, guiding customers toward best practices and helping modernize how audits 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 product.

What You’ll Do:

• - 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

About You:

• - 4+ 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

More about Fieldguide:

Fieldguide is a values‑based company. Our values are:

• - Fearless - Inspire & break down seemingly impossible walls.
• - Fast - Launch fast with excellence, iterate to perfection.
• - Lovable - Deliver happiness & 11 star experiences.
• - Owners - Execute & run the business with ownership.
• - Win‑win - Create mutual value & earn trust for life.
• - Inclusive - Scale the best ideas with inclusive teams.

Some of our benefits include:

• - Competitive compensation packages with meaningful ownership
• - Flexible PTO
• - 401k
• - Wellness benefits starting on your first day
• - Technology & Work from Home reimbursement
• - Flexible work schedules