Customer Success Engineer, Audit
$130,000–$183,000 year
On-site · San Francisco, California, United States
Job Summary
Own adoption and success for Fieldguide audit customers, with accountability for usage, outcomes, and long-term retention. Drive deep platform adoption by configuring workflows, templates, and engagement structures; translate audit standards and firm methodologies into scalable, repeatable Fieldguide workflows. Partner with audit teams to improve audit efficiency, consistency, and quality through better workflow design and execution. Lead customer enablement, training, and change management to move teams away from legacy processes. Identify usage gaps, inefficiencies, and risk signals, and proactively recommend improvements. Serve as a practitioner-advisor, guiding customers toward better practices, and collaborate with Product, Engineering, and Implementation to provide real-world audit feedback and influence roadmap priorities. Support renewals and expansion by ensuring customers realize provable value from the platform, and contribute to scalable success initiatives such as playbooks, templates, and best-practice frameworks. Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage.
Required Qualifications
- 5–10+ years of experience in public accounting (audit, assurance, or advisory) or audit methodology/audit transformation roles
- Hands-on experience configuring workflows and troubleshooting in software platforms
- Strong communication with audit practitioners, managers, and firm leadership
- Ability to lead training, enablement, and change management efforts with audit teams
- Collaborative, outcomes-oriented mindset in a startup environment
- Experience supporting multi-team audit environments and methodology rollouts
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