Senior Customer Success Engineer, Audit

Posted 2 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
158K-175K Annually
Senior level
Artificial Intelligence • Software
We Power the People that Power Trust through Agentic Solutions
The Role
Own adoption, value realization, retention, and workflow excellence for audit customers. Configure Fieldguide workflows, templates, and engagement structures; translate audit standards into repeatable processes; lead training and change management; identify usage gaps and risks; advise audit teams on best practices; and collaborate with Product, Engineering, Implementation, and Revenue teams to improve customer outcomes and influence the product roadmap.
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 Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, 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 bringing together 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:

As a Senior Customer Success Engineer, Audit, you will own adoption, value realization, and workflow excellence for Fieldguide customers running audit engagements.

This is a hands-on, product-native role designed for former audit practitioners and audit transformation experts. You will work directly inside the Fieldguide platform alongside audit teams to help them execute audits more efficiently, consistently, and at higher quality.

This is not a traditional relationship management role. Success in this position is measured by end-user adoption, workflow maturity, and measurable outcomes, not by meeting volume. You will operate as a trusted audit practitioner and advisor, guiding customers toward best practices and helping modernize how audits are delivered.

You’ll collaborate closely with Product, Engineering, Implementation, and Revenue teams to ensure customers realize real business impact while feeding practitioner-level insights back into the product.

 

What You’ll Do:

  • Own adoption and success for a portfolio of Fieldguide audit customers, with accountability for usage, outcomes, and long-term retention

  • Drive deep platform adoption across audit teams by actively working inside the product to configure workflows, templates, and engagement structures

  • Translate audit standards, firm methodologies, and best practices into scalable, repeatable Fieldguide workflows

  • Partner directly with audit teams to improve audit efficiency, consistency, and quality through better workflow design and execution

  • Lead customer enablement, training, and change management to help teams move away from legacy processes

  • Identify usage gaps, inefficiencies, and risk signals, and proactively recommend improvements

  • Serve as a practitioner-advisor—comfortably pushing customers toward better practices when needed

  • Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world audit feedback and influence roadmap priorities

  • Support renewals and expansion by ensuring customers are realizing clear, provable value from the platform

  • Contribute to scalable success initiatives, including playbooks, templates, enablement content, and best-practice frameworks

  • Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage

     

About You:

  • 4+ years of experience in:

    • Public accounting, audit, assurance, or advisory, or

    • Audit methodology, audit innovation, or audit transformation roles

  • Deep understanding of the audit lifecycle, including planning, evidence collection, review, and engagement management

  • Experience supporting complex, multi-team audit environments and methodology rollouts

  • Highly comfortable working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challenges

  • Strong technical curiosity, with interest in data models, permissions, configurations, and AI-powered workflows (LLMs or prompt creation experience is a plus)

  • Practitioner mindset, you advise, enable, and drive change rather than act as a support or relationship-only resource

  • Confident in leading training, enablement, and change management efforts with audit teams

  • Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment

  • Clear communicator who can engage credibly with audit practitioners, managers, and firm leadership

     

Bonus Points If You Have:

  • You have relevant industry experience as a practitioner at an audit/advisory firm

 

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

  • Flexible PTO

  • 401k

  • Wellness benefits starting on your first day

  • Technology & Work from Home reimbursement

  • Flexible work schedules

Skills Required

  • 4+ years of experience in public accounting, audit, assurance, advisory, audit methodology, audit innovation, or audit transformation
  • Deep understanding of the audit lifecycle, including planning, evidence collection, review, and engagement management
  • Experience supporting complex, multi-team audit environments and methodology rollouts
  • Hands-on comfort working in software platforms, configuring workflows, and troubleshooting usage challenges
  • Technical curiosity involving data models, permissions, configurations, and AI-powered workflows
  • Ability to lead training, enablement, and change management efforts with audit teams
  • Clear communication with audit practitioners, managers, and firm leadership
  • Collaborative, outcomes-oriented approach and comfort working in an evolving startup environment
  • Experience as a practitioner at an audit or advisory firm
  • Experience with LLMs or prompt creation

Fieldguide Compensation & Benefits Highlights

  • Healthcare Strength Healthcare coverage is broad, including medical, dental, vision, mental health, life/AD&D, disability, and HSA/FSA options. Public listings also indicate near‑full employer-paid premiums in some cases, reinforcing depth of coverage.
  • Leave & Time Off Breadth Time‑off policies emphasize flexible or unlimited PTO, paid holidays and sick leave, and generous parental leave. Role descriptions and benefits overviews consistently highlight these elements.
  • Equity Value & Accessibility Equity through stock options is presented as a core component of total rewards. Job postings and company materials position meaningful ownership as part of the package.

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The Company
HQ: San Francisco, California
230 Employees
Year Founded: 2020

What We Do

Build the expertise the rest of the industry will follow. Fieldguide is establishing a new state of trust for global commerce and capital markets by automating and streamlining the work of assurance and audit practitioners. We build agentic software for the people who enable trust between businesses. This is where deep professional expertise meets cutting-edge AI. Our team is reimagining how the world's trust is earned, and we're building the people who define how AI works in a domain with real stakes and high data complexity. If you want a career the rest of your industry hasn't caught up to yet, you'll find it here. Backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, and Y Combinator, we are on a growth journey few companies realize.

Why Work With Us

You'll matter here. We're an early-stage company where your work has outsized impact. We've already launched Field Agents, agentic AI that transforms audit and advisory workflows, and we're just getting started. What you build here will be followed by the rest of the industry.

Fieldguide Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
HQSan Francisco, California

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