Customer Success Engineer
Job Summary
Owning adoption and workflow excellence for Fieldguide customers, the full-time remote Customer Success Engineer - Advisory will engage directly with advisory teams to enhance their service delivery and ensure measurable client outcomes through effective use of the Fieldguide platform.
Key responsibilities
- Manage adoption and success for a portfolio of advisory customers, focusing on usage, outcomes, and retention
- Drive platform adoption by configuring workflows and templates to improve engagement execution and delivery consistency
- Lead customer enablement and change management efforts to transition teams from manual delivery models to scalable practices
Required qualifications
- 2-5+ years of experience in advisory, consulting, or professional services roles
- Deep understanding of advisory engagement delivery, including scoping and execution
- Experience in complex, multi-team advisory environments and service-line rollouts
- Proficiency in working hands-on with software platforms, including workflow configuration
- Strong technical curiosity with an interest in data models and AI-powered workflows
Complete Job Description
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