Customer Onboarding Consultant, Fieldguide
Software for assurance & advisory firms
Job no longer available
Software for assurance & advisory firms
101-200 employees
Job no longer available
101-200 employees
Company mission
Fieldguide's mission is to increase trust in commerce and capital markets.
Role
Who you are
- You are a team player, and you are mission-first. You’re joining a hard-working team that trusts each other deeply. We won’t compromise on this
- Hands-on experience in technology consulting, customer onboarding, implementation, or similar, at a top management consulting firm (preferred) or high-growth startup. Strong consulting skills helping complex organizations succeed, with proven results driving business value for customers as their trusted advisor
- Deep industry knowledge of assurance and advisory services, preferably with exposure to cybersecurity or regulatory standards
- Project management proficiency with proven ability to prioritize and manage multiple customers, projects and requests with little direct oversight. You are able to professionally problem-solve, while juggling several customers
- Executive presence and ability to influence change. Demonstrated history of communicating effectively with customers and across internal teams
- Bias towards action. You take ownership of projects end-to-end and see them through to completion, with minimal direction or oversight
What the job involves
- Build trust with customers. Maintain regular engagement cadences with customers through all phases of their onboarding, from sales handoff to value realization, to “Fieldguide Nirvana”
- 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. Be proactive in identifying success risks and develop decisive action plans to mitigate them
- Measure and document progress. Document the value Fieldguide provides to our customers by detailing customer case studies, new use cases and success metrics. Track customer progress against their adoption map, and be able to plot customer value realization over time
Our take
Fieldguide offers a cloud-native collaboration and automation platform for accounting and advisory practices. The idea is to make workflow and collaboration more streamlined, and automate parts of it altogether, for teams working on cybersecurity, risk, and ESG audits.
Fieldguide has launched with a focus on three high-demand and high-growth areas of business. With cybersecurity and ESG in particular seeing increased corporate investment, thanks to the steep costs of error or regulatory non-compliance, demand for tech that can help manage this influx of auditing work is likely to grow fast. Indeed, Fieldguide received an impressive funding injection in 2024 that will help expand the kinds of audits its product applies to, as well as grow its team.
Fieldguide has already netted some key audit and advisory firms as clients, suggesting that the young company is onto something good. Internal productivity tools are booming across multiple industries, with automation also seeing a significant uptake for enterprise businesses. If Fieldguide can successfully manage its scale-up, it could become an important software player.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
55% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Feb 2026
$75m
SERIES C
Mar 2024
$30m
SERIES B
Total funding: $122.4m
Company benefits
- Health
- Dental
- PTO
Company HQ
Eureka Valley, San Francisco, CA
Leadership
Chris Szymansky
(Co-Founder & CTO)Previously co-founded live video streaming platform Vivo, before moving on to work in software development at Fireman Creative. Subsequently held various high level positions, including CTO at JazzHR, and VP of Engineering, Product, and Design at Atrium.
Jin Chang
(Co-Founder & CEO)Originally a Management Consultant at EY, before co-founding blockchain aggregation API company, Bitbutter. Moved on to serve as Chief of Staff at Atrium.
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