Fieldguide

Senior Customer Success Manager

San Francisco, California, United States

Fieldguide Logo
$120,000 – $153,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Software, Cybersecurity, Consulting, Audit & AssuranceIndustries

Requirements

Candidates should possess a Bachelor’s degree and at least 5 years of experience in Customer Success, preferably within a SaaS or technology company, with a demonstrated track record of managing and growing high-value customer relationships. Strong communication, interpersonal, and presentation skills are essential, along with the ability to collaborate effectively across internal teams.

Responsibilities

As a Senior Customer Success Manager at Fieldguide, you will own a portfolio of high-impact customer relationships, driving long-term success, retention, and growth across multiple service lines within large advisory firms. You will build trusted advisor relationships with customer stakeholders, run strategic business reviews, and collaborate closely with Sales, Product, and Engineering to ensure customers realize meaningful business outcomes and provide critical feedback for product improvements.

Skills

Customer Success
Account Management
Cybersecurity
Privacy
ESG
Communication
Interpersonal Skills
Presentation Skills
Relationship Building
Strategic Thinking
Problem-Solving

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.

Land your dream remote job 3x faster with AI