Senior Customer Success Engineer, Audit
FieldguideBase Salary
$158k - $175k/yr
Responsibilities
- Own adoption, customer outcomes, usage, and long-term retention for a portfolio of audit customers.
- Configure workflows, templates, and engagement structures in the Fieldguide platform to drive deep platform adoption.
- Translate audit standards, firm methodologies, and best practices into scalable Fieldguide workflows.
- Partner with audit teams to improve efficiency, consistency, and quality through workflow design and execution.
- Lead customer enablement, training, and change management as teams move away from legacy processes.
- Identify usage gaps, inefficiencies, and risk signals and proactively recommend improvements.
- Serve as a practitioner-advisor who guides customers toward better audit practices.
- Collaborate with Product, Engineering, and Implementation teams to provide audit feedback and influence roadmap priorities.
- Support renewals and expansion by demonstrating clear customer value.
- Create scalable success resources such as playbooks, templates, enablement content, and best-practice frameworks.
- Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage.
Requirements
- At least 4 years of experience in public accounting, audit, assurance, advisory, audit methodology, audit innovation, or audit transformation.
- Deep understanding of the audit lifecycle, including planning, evidence collection, review, and engagement management.
- Experience supporting complex, multi-team audit environments and methodology rollouts.
- Comfort working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challenges.
- Technical curiosity and interest in data models, permissions, configurations, and AI-powered workflows.
- Experience leading training, enablement, and change management efforts with audit teams.
- Ability to advise, enable, and drive customer change rather than function only as a support or relationship resource.
- Clear communication skills with audit practitioners, managers, and firm leadership.
- Ability to collaborate in an evolving startup environment.
- Experience as a practitioner at an audit or advisory firm is preferred.
Benefits
- Remote-first work arrangement with flexible work from anywhere
- Flexible PTO
- 401k
- Wellness benefits starting on the first day
- Technology and work-from-home reimbursement
- Flexible work schedules
- Competitive compensation packages with meaningful ownership
Categories
About Fieldguide
Fieldguide is a leading AI-native platform transforming how audit, advisory, and assurance work gets done. Purpose-built for regulated environments, Fieldguide brings professionals and agentic AI together to modernize engagement delivery from planning through close, enabling audit and advisory practitioners to deliver higher-quality work, strengthen client experiences, and unlock growth for the decade ahead. Fieldguide is trusted by leading firms including KPMG, RSM US LLP, Baker Tilly, CBIZ, BDO, Grant Thornton, Forvis Mazars, CLA (CliftonLarsonAllen), CohnReznick, Wipfli LLP, Carr Riggs & Ingram, Cherry Bekaert, Aprio LLP, UHY Advisors Inc., Weaver, LBMC, Elliott Davis, Frazier & Deeter, Cohen & Co, BerryDunn, Schellman, and Warren Averett, among others. Fieldguide is also the recipient of the Accounting Today Top New Products Award as well as a five time winner of the CPA Practice Advisor Technology Innovation Award. Fieldguide is headquartered in San Francisco and backed by Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Thomson Reuters, and other leading investors. Fieldguide announced its $75m series C in February 2026 and has raised $125m to date.