Customer Onboarding Consultant

Summary

Join Fieldguide as a Customer Onboarding Consultant and become an integral part of our go-to-market team. You will work closely with Customer Success and other teams to ensure seamless onboarding experiences for new customers, maximizing their return on investment. This role involves building trust with customers, guiding their growth with Fieldguide, and cultivating customer champions. You will act as a liaison between customers and internal teams, proactively mitigating risks, and documenting customer success. The ideal candidate possesses deep industry knowledge, strong consulting skills, and project management proficiency. Fieldguide offers a remote-first work environment and competitive benefits.

Requirements

• Deep industry knowledge and at least 2+ years of experience in audit, assurance, or advisory services are a must, preferably with exposure to financial audit
• You are a team player, and you are mission-first
• 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

Responsibilities

• 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. 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

Preferred Qualifications

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

Benefits

• 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