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

5–10+ 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

Customer Success Engineer, Audit

Key skills