Customer Success Engineer - Advisory
Remote regions
GlobalBenefits
Unlimited PTO
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About the Role:
- Own adoption and success for Fieldguide advisory customers.
- Drive platform adoption, configuring workflows and engagement structures.
- Translate advisory methodologies into scalable workflows.
What You’ll Do:
- Partner with advisory teams to improve engagement execution.
- Lead customer enablement and training efforts.
- Identify usage gaps and recommend improvements.
About You:
- Deep understanding of advisory engagement delivery.
- Comfortable working in software platforms and configuring workflows.
- Collaborative and outcomes-oriented in a startup environment.
Fieldguide
Fieldguide is establishing trust for global commerce and capital markets through automating assurance and audit work. They are a remote-first company backed by top investors; their team is inclusive, driven, humble and supportive.