Customer Success Engineer, Audit

Job Summary

Owning adoption and workflow excellence for audit engagements, the full-time remote Customer Success Engineer, Audit will work directly within the Fieldguide platform to enhance audit efficiency and quality while collaborating with cross-functional teams to drive measurable outcomes.

Key responsibilities

• Manage adoption and success for a portfolio of audit customers, ensuring usage and long-term retention
• Drive platform adoption by configuring workflows and templates in collaboration with audit teams
• Lead customer enablement and change management efforts to transition teams away from legacy processes

Required qualifications

• 5-10+ years of experience in public accounting or audit transformation roles
• Deep understanding of the audit lifecycle, including planning and engagement management
• Experience supporting complex audit environments and methodology rollouts
• Comfortable working hands-on with software platforms, including workflow configuration
• Confident in leading training and enablement initiatives with audit teams