Customer Onboarding Consultant Job at Fieldguide, San Francisco, CA

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  • Fieldguide
  • San Francisco, CA

Job Description

Join to apply for the Customer Onboarding Consultant role 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. Based in San Francisco, CA, we are a remote-first company backed by top investors including Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, and Eric Ries. We value diversity and inclusion, seeking teammates from all backgrounds to help shape the future of audit and advisory. We are committed to building a supportive, humble, and driven culture. As an early-stage startup, you will have the opportunity to influence the future of business trust by making audit practitioners' lives easier, reducing their workload by up to 50%, and improving their work-life balance. If you share our values and enthusiasm, you will find a home at Fieldguide. About The Role As a Customer Onboarding Consultant, you will be a key member of our go-to-market team, working directly with Customer Success and other teams to enhance customer adoption of our platform. Reporting to the Head of Solutions, you will deliver our onboarding program, Fieldguide Accelerator, to new customers to ensure quick value realization. What You’ll Do Build trust with customers through regular engagement during onboarding. Create and maintain onboarding plans aligned with customer goals. Develop customer champions and grow their knowledge of Fieldguide. Act as a liaison between customers and internal teams to communicate needs and feedback. Identify and mitigate risks proactively. Document progress, success metrics, and customer value realization over time. About You At least 2+ years of experience in audit, assurance, or advisory services, preferably with financial audit or risk advisory exposure. Team player with a mission-first mindset. Experience in technology consulting, customer onboarding, or implementation at a management consulting firm or high-growth startup. Strong project management skills with the ability to handle multiple customers and requests independently. Excellent communication skills with the ability to influence internal and external stakeholders. Ownership mindset with a bias for action and end-to-end project management. More About Fieldguide Our values include being Fearless, Fast, Lovable, Owners, Win-win, and Inclusive. We offer competitive compensation, unlimited PTO, 401k, wellness benefits, work-from-home reimbursement, and flexible schedules. Compensation Range: $100K - $135K Seniority level Entry level Employment type Full-time Job function Other Industries Software Development #J-18808-Ljbffr Fieldguide

Job Tags

Full time, Remote work, Flexible hours,

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