Customer Education Specialist

Reposted 22 Days Ago
2 Locations
In-Office or Remote
80K-110K Annually
Junior
Software
The Role
The Customer Education Specialist will deliver engaging educational experiences, focusing on audit workflows and customer training. Responsibilities include running live training, supporting community discussions, and collaborating on course content.
Summary Generated by Built In

About Us:

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses. 

We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.

We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.

As an early stage start-up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

About the Role:

We are seeking a Customer Education Specialist to join Fieldguide University and play a key role in delivering engaging, audit-focused educational experiences to our customers. As a founding member of the Customer Education team, you'll bring your real-world knowledge of audit workflows and apply it to our growing library of self-paced certifications and live learning programs. This role is perfect for someone who understands the audit lifecycle and loves teaching, communicating, and creating clarity in complex systems.

What You’ll Do:

  • Be the voice of Fieldguide University in live trainings, webinars, and customer-facing learning events

  • Partner with the Instructional Designer and Technical Writer to build structured learning paths for different personas (Admins, Engagement Leads, Firm Users)

  • Design and host CPE-eligible live training sessions that demonstrate real-world use of Fieldguide for audits such as SOC 2, HITRUST, and NIST

  • Contribute audit knowledge to our e-learning curriculum, ensuring every course reflects practical firm scenarios

  • Facilitate and moderate community discussions in our customer community (Campfire), highlighting expert best practices and customer wins

  • Collaborate with Product and Customer Success to stay up to date on platform changes and customer needs

  • Act as a Fieldguide product expert and advocate for scalable onboarding and enablement

  • Support continuous improvement of course content by collecting feedback and optimizing delivery based on learner engagement

About You:

  • 1–3 years of experience in audit, advisory, or a consulting capacity at a public accounting firm (e.g., SOC, HITRUST, internal controls)

  • A natural communicator with a passion for teaching, public speaking, or facilitation

  • Confident running training sessions over Zoom, including screen-sharing and explaining workflows to a wide range of audiences

  • Highly collaborative with strong organizational and project management skills

  • Strong understanding of audit lifecycles and how they relate to data, controls, evidence, and reporting

  • Bonus points if you’ve helped train new hires or developed training content in a prior role

  • Bonus points if you’ve worked with learning management systems (LMS) or created course materials before

More about Fieldguide:

Fieldguide is a values-based company. Our values are:

  • Fearless - Inspire & break down seemingly impossible walls.

  • Fast - Launch fast with excellence, iterate to perfection.

  • Lovable - ​​Deliver happiness & 11 star experiences. 

  • Owners - Execute & run the business with ownership.

  • Win-win - Create mutual value & earn trust for life. 

  • Inclusive - Scale the best ideas with inclusive teams. 

Some of our benefits include: 

  • Competitive compensation packages with meaningful ownership

  • Unlimited PTO

  • 401k

  • Wellness benefits, including a bundle of free therapy sessions

  • Technology & Work from Home reimbursement

  • Flexible work schedules

Top Skills

Learning Management Systems (Lms)
Zoom
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The Company
HQ: San Francisco, California
62 Employees
Year Founded: 2020

What We Do

Fieldguide offers market-leading Artificial Intelligence and Cloud for Advisory and Audit firms. Built by former Big Four practitioners and veteran technology leaders, our platform digitizes the end-to-end engagement workflow on a single, cloud-native platform.

Fieldguide's AI Advisory & Audit Cloud is trusted by top CPA firms to unlock growth, increase margins, and delight clients. Fieldguide AI is award winning, being recognized by CPA Practice Advisor (3x Technology Innovation Award) and Accounting Today (2x Top New Product).

Fieldguide is based in San Francisco, and backed by top investors like 8VC, Floodgate, Y Combinator, Fourth Realm, Justin Kan, Eric Ries, and many more

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