FieldGuide
Customer Success Engineer, Advisory
$146K–$163K
San Francisco, CA or Remote (USA) · Remote · Full-time · Posted Oct 20, 2026
- Experience
- 2-5+ years, with alternatives across advisory/consulting/professional services or advisory methodology/transformation/practice operations roles.
About the job
Own adoption, workflow improvement, and measurable outcomes for customers using Fieldguide to deliver advisory and consulting services.
What you'll do
- Configure platform workflows, templates, and engagement structures to improve advisory delivery.
- Lead customer enablement, training, and change management; identify and address usage gaps and delivery risks.
- Collaborate with internal teams on practitioner feedback, roadmap priorities, customer value, retention, and expansion.
What they ask for
- 2-5+ years of experience in advisory, consulting, professional services, or 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.
- Comfort working hands-on in software platforms, configuring workflows and troubleshooting usage challenges.
Nice to have
- Experience with LLMs or prompt creation.
Pay
$146K – $163K USD base salary
Tools
Fieldguide, LLMs
AI focus
Interest in AI-powered workflows; LLM or prompt creation experience is a plus.
Model-written summary · the original posting is authoritative