Fieldguide

Customer Onboarding Consultant

San Francisco, California, United States

Fieldguide Logo
$100,000 – $135,000Compensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Cybersecurity, Fintech, Enterprise SoftwareIndustries

Requirements

Candidates should have experience in customer onboarding or customer success roles, with a strong understanding of software platforms. Excellent communication and interpersonal skills are required to build trust and maintain engagement with customers. A proactive approach to problem-solving and the ability to advocate for customer needs within cross-functional teams is essential.

Responsibilities

The Customer Onboarding Consultant will build trust with customers and maintain regular engagement throughout their onboarding process. They will create and execute plans to help customers achieve their goals with Fieldguide, conduct regular reviews to track progress, and cultivate customer champions. Additionally, they will advocate for customer needs internally and work with various teams to shape product development and improve onboarding experiences.

Skills

Cybersecurity
Privacy
ESG
Audit
Software

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.

Key Metrics

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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