Logo for Fieldguide

Implementation Consultant, Advisory

Role overview

Qualifications

  • Deep industry knowledge and at least 2+ years of experience in financial audit or assurance
  • Hands-on experience with 3+ years in technology consulting, customer onboarding, implementation, or similar
  • Strong consulting skills with proven results driving business value for customers
  • Project management proficiency with the ability to prioritize and manage multiple projects

Responsibilities

  • Build trust with customers through regular engagement from sales handoff to value realization
  • Create a plan to outline customer goals and track progress during onboarding
  • Cultivate customer champions to enhance their understanding of Fieldguide
  • Document value delivery and track customer progress against their adoption map

Key facts

Other skills

  • Consulting
  • Teamwork
  • Problem Solving
  • Adaptability
  • Executive Presence

About the company

Fieldguide logo

Fieldguide

Computer Software / SaaS

Fieldguide is an enterprise software company building automation and collaboration software for assurance and advisory firms. Built by former Big Four practitioners and experienced technology leaders, our platform digitizes the end-to-end engagement workflow on a single, cloud-native platform. Fieldguide is trusted by top CPA firms to boost margins, win new business, and build stronger client relationships. We are backed by top venture capital firms, including 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, and more.

Company details

Company typeScaleup
IndustryComputer Software / SaaS
Company size11 - 50

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

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 financial audit. Put simply, 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 Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, 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 bringing together 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 the Role:

As an Implementation 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 Director of Implemetation, 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 implementation, 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. 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.

About You:

  • Deep industry knowledge and at least 2+ years of experience in financial audit or assurance is a must.

  • Hands-on experience with 3+ years 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.

  • 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. 

  • 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.

More about Fieldguide:

Fieldguide is a values-based company. Our values are:

  • Fearless - Inspire & break down seemingly impossible walls.

  • Fast - Launch fast with excellence, iterate to perfection.

  • Lovable - ​​Deliver happiness & 11 star experiences. 

  • Owners - Execute & run the business with ownership.

  • Win-win - Create mutual value & earn trust for life. 

  • Inclusive - Scale the best ideas with inclusive teams. 

Some of our benefits include: 

  • Competitive compensation packages with meaningful ownership

  • Unlimited PTO

  • 401k

  • Wellness benefits, including a bundle of free therapy sessions

  • Technology & Work from Home reimbursement

  • Flexible work schedules

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Solution Consultant Related jobs

Other jobs at Fieldguide

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.