Customer Success Engineer, Advisory

Fieldguide

. Own adoption and success for a portfolio of Fieldguide advisory customers, including usage, outcomes, and long-term retention .

Posted 10/20/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $146,000 - $163,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advisory engagement delivery, focusing on customer enablement, training, and change management. Proficient in configuring workflows and driving platform adoption to enhance client outcomes and retention.

Highest-signal resume keywords

Advisory Engagement DeliveryCustomer EnablementWorkflow ConfigurationChange ManagementKPI Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Advisory MethodologyConsultingProfessional ServicesData ModelsAI-Powered WorkflowsLLM ExperienceClient ReportingService-Line RolloutsTroubleshootingConfiguration

Soft Skills

Clear CommunicationCollaborationOutcomes-OrientedTechnical CuriosityPractitioner Mindset

Tools & Technologies

Software PlatformsEngagement StructuresTemplatesPlaybooksBest-Practice Frameworks

Industry Keywords

AdvisoryTransformationPractice OperationsChange ManagementStartup Environment

About the role

Key responsibilities & impact

Own adoption and success for a portfolio of Fieldguide advisory customers, including usage, outcomes, and long-term retention
Drive deep platform adoption by configuring workflows, templates, and engagement structures
Translate advisory methodologies, service offerings, and best practices into scalable Fieldguide workflows
Partner with advisory teams to improve engagement execution, delivery consistency, and client outcomes
Lead customer enablement, training, and change management
Identify usage gaps, inefficiencies, and delivery risks and recommend improvements
Serve as a practitioner-advisor and guide customers toward scalable advisory practices
Collaborate with Product, Engineering, and Implementation teams to provide advisory feedback and influence roadmap priorities
Support renewals and expansion by ensuring customers realize measurable value
Contribute to playbooks, templates, enablement content, and best-practice frameworks
Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage

Requirements

What you’ll need

2-5+ years of experience in advisory, consulting, professional services, advisory methodology, transformation, or practice operations roles
Deep understanding of advisory engagement delivery, including scoping, execution, collaboration, and client reporting
Experience supporting complex, multi-team advisory or consulting environments and service-line 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
LLM or prompt creation experience is a plus
Practitioner mindset focused on advising, enabling, and driving change
Experience leading training, enablement, and change management efforts with advisory teams
Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment
Clear communication skills with advisory practitioners, managers, and firm leadership
Must answer whether visa sponsorship will be required for employment in the United States

Benefits

Comp & perks

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