Fieldguide

Customer Onboarding Consultant

San Francisco, California, United States

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

Position Overview

  • Location Type: Remote
  • Job Type: Full-Time
  • Salary: $100K - $135K

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and ESG (Environmental, Social, Governance). We build software for the people who enable trust between businesses. We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We’re backed by top investors including Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more. We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth. As an early stage start-up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

About Us

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and ESG (Environmental, Social, Governance). We build software for the people who enable trust between businesses. We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We’re backed by top investors including Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.

Role: Customer Onboarding Consultant

As a Customer Onboarding Consultant at Fieldguide, you will be an integral member of our go-to-market team, working directly with our Customer Success and greater Go-To-Market teams to make significant impacts on our customer’s adoption of our platform. Reporting into our Head of Solutions, you will provide new Fieldguide customers with seamless onboarding experiences built to maximize our customers’ return on investment quickly. Our unique onboarding program, Fieldguide Accelerator, is designed to be best-in-class and prioritize quick time to value. You will be responsible for delivering this program to new Fieldguide customers.

What You’ll Do

  • Build trust with customers.
  • Maintain regular engagement cadences with customers through all phases of their onboarding, from sales handoff to value realization.
  • Guide growth.
  • Create a plan that outlines the customer’s goals with implementing Fieldguide and activities needed to meet those goals.
  • Maintain regular reviews during their onboarding process to track progress and adapt plans where necessary.
  • Build champions.
  • Cultivate customer champions and grow their Fieldguide knowledge.
  • Advocate for the customer.
  • Be the link between the customer and Fieldguide’s Engineering, Product, Design; Customer Enablement; Sales; and other cross-functional teams.
  • Be aware of and communicate customer needs internally to help shape the product roadmap, internal processes, and future onboarding iterations.
  • Mitigate risks

Requirements

  • (Details are missing in the provided job description)

Application Instructions

  • (Details are missing in the provided job description)

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.

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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