Source Job

Global Unlimited PTO

  • Own adoption and success for a portfolio of Fieldguide advisory customers, driving usage, outcomes, and retention.
  • Actively work inside the product to configure workflows and templates, helping advisory teams modernize delivery methods.
  • Collaborate cross-functionally to provide practitioner-level feedback and influence product roadmap priorities.

Consulting Training Change Management

20 jobs similar to Customer Success Engineer – Advisory

Jobs ranked by similarity.

$100,000–$120,000/yr
US

  • Lead workflow discovery to understand customer processes and design future-state solutions that improve efficiency.
  • Guide customers through adoption and organizational change to drive measurable outcomes.
  • Develop reusable patterns and playbooks to scale consulting expertise across engagements.

Axuall is a clinical workforce intelligence company built on a national real-time practitioner data network, enabling healthcare organizations to accelerate onboarding and improve workforce planning. It is backed by over two dozen leading healthcare organizations and promotes a diverse, equitable, and inclusive workplace.

$68,742–$109,989/yr
US

  • Manage a book of global, complex customers to drive adoption and growth.
  • Perform adoption analysis and lead joint planning to increase product value.
  • Drive customer advocacy by aligning cross-functional teams to resolve issues.

Conga unifies commercial operations by aligning pricing, quoting, contracting, rebates, and communications so companies run as connected, smarter businesses. With more than 10,000 customers worldwide and a collaborative, celebratory culture, Conga empowers colleagues to thrive.

$60,000–$75,000/yr
Canada Unlimited PTO

  • Drive adoption of AI agent-based workflows across customer accounts, guiding customers from manual processes to autonomous execution.
  • Lead customer engagements including discovery sessions, workshops, webinars, and value realization reviews to achieve measurable outcomes.
  • Collaborate with Customer Success, Product, Sales, and Delivery teams to develop adoption frameworks and enablement resources.

This role is listed by Jobgether on behalf of a partner company specializing in AI-powered workflow adoption. The company offers a collaborative, cross-functional environment with distributed teams and a focus on customer success.

North America

  • Act as a trusted C-suite advisor owning post-sale customer relationships to drive satisfaction and retention.
  • Lead high-complexity transformations in strategic accounts, aligning ServiceNow capabilities with customer business objectives.
  • Partner with sales and Impact teams to identify risks, opportunities, and ensure product adoption and renewals.

ServiceNow is a global market leader providing AI-enhanced cloud platform that connects people, systems, and processes to help organizations work smarter. Founded in 2004, the company serves over 8,100 customers worldwide, including 85% of the Fortune 500, with a culture focused on innovation and making the world work better.

North America

  • Drive revenue for Employee Experience, Customer Workflow, and ITX solution sales as a hands-on technical consultant.
  • Lead discovery workshops and product demonstrations to align solutions with customer needs.
  • Serve as a technical and domain expert, answering product feature and technical questions.

ServiceNow is the AI control tower for business reinvention, bringing together AI, data, and workflows. The company serves 85% of the Fortune 500 and fosters an AI-native culture where technology and talent are unstoppable together.

Americas

  • Own a portfolio of customer relationships, driving adoption, retention, and renewals.
  • Lead onboarding, training, and business reviews to ensure confident rollout and ROI.
  • Partner with Product and Engineering to surface customer insights and resolve issues.

Canals builds software for wholesale distributors, helping them operate more efficiently through automation and AI. They are a profitable, rapidly growing company with a team of roughly 140 people distributed across North and South America, valuing ownership, transparency, and continuous improvement.

$177,500–$255,000/yr
US Unlimited PTO 18w maternity 12w paternity

  • Lead and grow the Source CS team, building a culture of experimentation and shared learning.
  • Manage strategic Source accounts, driving retention and expansion through renewals, forecasting, and account health.
  • Turn Source use cases into results by leading discovery workshops, pilots, and agent building.

Webflow is the agentic web marketing platform that helps organizations build, manage, and optimize high-performing web experiences. The company values grit, speed, and craft, fostering a culture of innovation and customer trust.

Global

  • Serve as the primary Gainsight administrator, owning configuration, governance, and optimization of the platform.
  • Partner with Customer Success leadership to design and automate customer lifecycle workflows.
  • Build executive dashboards and deliver insights on customer health, adoption, and renewal forecasting.

Truffle Security is a cybersecurity company focused on making secrets easier to detect, verify, and remediate across modern software environments. Trusted by organizations including NVIDIA, Chick-fil-A, and OpenAI, it is a growing company that values mentorship, equity, and psychological safety in a fully remote culture.

Global

  • Design, implement, and maintain client Workfront instances, including sharing rules, system configuration, and custom reports, dashboards, forms, and workflows.
  • Lead Workfront Fusion integrations and automate workflows while collaborating with clients to translate business requirements into scalable solutions.
  • Mentor junior engineers, contribute to knowledge sharing, and stay current with Workfront platform updates and industry trends.

Nortal is a digital transformation company delivering complex solutions for global enterprises and public sector organizations. With 25+ years and 160+ annual hires, it champions autonomy, open communication, and diversity.

US

  • Speak with people who asked for information
  • Map needs to available protection options
  • Run a simple enrollment flow and build/service a client list

Global Elite Empire Consultants is a remote financial-services company focused on helping families with protection options through warm leads and a structured training system. The culture emphasizes self-starters, ongoing mentorship, and a performance-driven environment.

$60,000–$68,000/yr
US

  • Support client adoption and satisfaction by delivering foundational product guidance and basic training.
  • Document client interactions and escalate routine blockers to senior team members as needed.
  • Maintain a learning plan to expand knowledge of CDK products and dealership workflows.

CDK Global is a leading provider of cloud-based software to dealerships and OEMs across automotive and related industries. The company fosters an inclusive culture that values curiosity, ownership, openness, and creating possibilities.

$58,000–$63,000/yr
North America 4w PTO

  • Guide new members through onboarding, implementation, and software adoption, ensuring they feel confident using the tools.
  • Deliver engaging training sessions and provide practical solutions to meet organizations' needs.
  • Build strong member relationships and collaborate across teams to improve the overall member experience.

They provide software designed to support volunteer programs, streamline operations, and strengthen community engagement. Their mission-driven company serves nonprofits and similar organizations, with a fully remote culture.

Europe

  • Manage a book of global, complex customers to drive adoption and value realization through detailed analysis and joint planning.
  • Facilitate cross-functional collaboration to resolve technical issues and drive customer advocacy.
  • Act as a consultant and coach, continuously asking questions to deeply understand customer needs and ensure successful renewals.

Conga unifies commercial operations so companies run as connected, smarter businesses by aligning pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide, including more than 50% of the Fortune 100, Conga fosters a collaborative and celebratory culture where every voice is heard.

$90,000–$115,000/yr
US Unlimited PTO

  • Own onboarding and rollout across dealerships and multi-rooftop groups, coordinating integrations, training, and launch.
  • Drive adoption by connecting product usage to measurable dealership outcomes and building trusted leadership relationships.
  • Manage risk, run check-ins, and identify retention and expansion opportunities.

AgentDynamics builds AI agents for automotive retail, integrating with CRM and DMS platforms to automate sales and service workflows. We've expanded from a single dealership to multi-rooftop dealer groups in under a year, with a high-ownership culture and significant autonomy.

$75,000–$80,000/yr
US

  • Understand and document client goals, KPIs, and business outcomes in collaboration with sales.
  • Create and maintain success plans to track progress against client goals and provide strategic guidance.
  • Partner with Campaign Operations to ensure client campaigns are run successfully, accurately, and on time.

Madison Logic uses data-driven insights to help B2B marketers align decision-makers and accelerate growth. The global team values accountability, teamwork, respect, integrity, and innovation.

$70,000–$74,000/yr
North America

  • Run onboarding projects end to end, keeping every site's status current and visible.
  • Work daily with site contacts and operations leads on curtailment plans, documentation, and installation.
  • Support customers through dispatch events and improve handoffs across teams.

Voltus helps commercial and industrial customers earn cash through demand response programs by maximizing their operational flexibility in energy markets. The company hires bright, gritty, and good people who care about a cleaner energy future and thrive in a fast-paced, entrepreneurial environment.

US

  • Act as the primary client-facing contact for implementation and post-implementation success, building trusted relationships with key stakeholders.
  • Drive adoption of Managed Services workflows, promote client self-sufficiency through training and documentation, and monitor value realization.
  • Partner with Project Managers, Account teams, and cross-functional groups to align client objectives, ensure account health, and identify growth opportunities.

Consilio is a legal technology and eDiscovery services provider offering managed services, data analytics, and document review. The company emphasizes a collaborative, innovative culture with values centered on client experience and grit.

$65,000–$75,000/yr
US Unlimited PTO

  • Drive customer onboarding, training, and adoption for SaaS platforms Kanga and Education Modified.
  • Act as a strategic advisor to develop success plans and KPIs that maximize platform effectiveness and retention.
  • Partner with Implementation, Sales, and Analytics to measure customer health and ensure measurable outcomes.

Presence is the leading provider of teletherapy solutions for children with diverse needs, connecting therapists to K-12 school districts nationwide. With over 2,000 clinicians and 8 million sessions delivered, Presence is a remote-first company that values collaboration, cameras-on engagement, and meaningful connections.

US Unlimited PTO

  • Serve as the trusted advisor for enterprise clients, driving engagement, retention, and expansion.
  • Guide customers through onboarding and QBRs to ensure they realize full value from AI solutions.
  • Collaborate with internal teams to resolve issues and identify upsell and cross-sell opportunities.

Trunk Tools is the leading AI company revolutionizing construction by embedding intelligent automation into field operations. With 100+ employees and $70M in funding, the startup is scaling fast and entering a period of hypergrowth.

$80,000–$80,000/yr
APAC EMEA Unlimited PTO

  • Manage a portfolio of 40-60 mid-market customers as their strategic partner across the full customer lifecycle.
  • Lead onboarding, drive adoption, and partner with Account Management on retention and expansion.
  • Act as a trusted advisor, own escalations, and advocate for customers internally.

Customer.io is a platform that helps companies send automated emails, push notifications, in-app messages, and SMS using real-time behavioral data. It serves over 9,000 companies from startups to global brands and values empathy, transparency, and responsibility.