Customer Success Engineer, Advisory

📋 Description

• Own adoption and success for a portfolio of Fieldguide advisory customers, with accountability for
• Drive deep platform adoption across advisory teams by actively working inside the product to
• Translate advisory methodologies, service offerings, and best practices into scalable, repeatable
• Partner directly with advisory teams to improve engagement execution, delivery consistency, and
• Lead customer enablement, training, and change management to help teams move away from bespoke
• Identify usage gaps, inefficiencies, and delivery risks, and proactively recommend improvements

🎯 Requirements

• 2-5+ years of experience in advisory, consulting, or professional services roles (e.g., risk
• Deep understanding of advisory engagement delivery, including scoping, execution, collaboration
• Experience supporting complex, multi-team advisory or consulting environments and service-line
• Highly comfortable working hands-on in software platforms, including configuring workflows and
• Strong technical curiosity, with interest in data models, permissions, configurations, and
• Practitioner mindset — you advise, enable, and drive change rather than act as a support or

🎁 Benefits

• Competitive compensation packages with meaningful ownership
• Flexible PTO
• 401k
• Wellness benefits starting on your first day
• Technology & Work from Home reimbursement
• Flexible work schedules