Customer Education Specialist

San Francisco, California, United States

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$85,000 – $115,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Software, Fintech, Audit, Assurance, Capital MarketsIndustries

Requirements

Candidates should have 1-3 years of experience in audit, advisory, or consulting at a public accounting firm, specifically with SOC, HITRUST, or internal controls. A strong understanding of audit lifecycles, data, controls, evidence, and reporting is essential. Excellent communication, public speaking, and facilitation skills are required, along with confidence in leading Zoom training sessions and explaining workflows. Strong organizational and project management skills are also necessary. Experience with training new hires or developing training content, and familiarity with learning management systems (LMS) or course material creation are considered bonuses.

Responsibilities

The Customer Education Specialist will be the primary presenter for Fieldguide University's live trainings, webinars, and customer learning events. They will collaborate with instructional designers and technical writers to develop structured learning paths for various user personas. This role involves designing and hosting CPE-eligible live training sessions focused on real-world audit use cases like SOC 2, HITRUST, and NIST. The specialist will contribute audit expertise to the e-learning curriculum, ensuring practical firm scenarios are reflected in courses. They will also facilitate community discussions, acting as a product expert and advocate for scalable onboarding and enablement. Responsibilities include staying updated on platform changes through collaboration with Product and Customer Success teams, collecting feedback, and optimizing course content based on learner engagement.

Skills

Audit Workflows

Customer Education

Content Creation

Instructional Design

Communication

Teaching

Audit Lifecycle

Self-paced Certifications

Live Learning Programs

Fieldguide

AI platform for audit and advisory services

About Fieldguide

Fieldguide enhances audit and advisory processes for businesses using artificial intelligence through its main product, the AI Advisory & Audit Cloud. This platform is designed for large advisory and audit firms, helping them save time, improve profit margins, and increase client satisfaction while managing various regulatory frameworks. Fieldguide's subscription-based model offers features like engagement management and automated report generation, making it more efficient than traditional methods. The company's goal is to transform the audit and advisory landscape with a modern, AI-driven experience.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$45.9MTotal Funding

SERIES_BCompany Stage

Consulting, Fintech, AI & Machine LearningIndustries

51-200Employees

Benefits

Unlimited Paid Time Off

401(k) Retirement Plan

Wellness Program

Home Office Stipend

Flexible Work Hours

Risks

Increased competition from other AI-driven audit platforms could erode market share.

Rapid AI technology development may lead to obsolescence if Fieldguide doesn't innovate.

Reliance on venture capital funding poses a risk if future rounds are unsuccessful.

Differentiation

Fieldguide offers the only end-to-end AI platform for audit and advisory services.

The platform supports multiple regulatory frameworks, enhancing its versatility for firms.

Fieldguide's AI Advisory & Audit Cloud improves efficiency and client satisfaction.

Upsides

Fieldguide's AI platform addresses the CPA talent shortage, increasing demand for its services.

The launch of Fieldguide Insights capitalizes on data-driven decision-making trends in CPA firms.

Strategic partnership with Allinial Global enhances market reach and credibility.

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