Senior Customer Success Manager

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, 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 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

As a 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

• 5–10+ 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…