Customer Success Engineer, Advisory
Core
Own adoption, value realization, and workflow excellence for advisory and consulting customers by working inside the Fieldguide platform to configure workflows and translate advisory methodologies into scalable processes.
Role type
Customer Success Engineer (Advisory)
Builds
Scalable advisory workflows, engagement structures, and enablement content for audit and consulting teams
Domain
Professional Services / Advisory / Cybersecurity / Privacy / Financial Audit
Required skills
Advisory engagement delivery, workflow configuration, change management, cross-functional collaboration, data model understanding, AI-powered workflows
Preferred skills
LLMs or prompt creation experience
Technologies
Fieldguide platform, LLMs, prompt creation
Responsibilities
Configure workflows and templates within the platform, translate advisory methodologies into scalable workflows, lead customer enablement and training, identify usage gaps and inefficiencies, collaborate with Product and Engineering to influence roadmap, support renewals and expansion
Seniority
Mid-level, hands-on IC