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Customer Onboarding Consultant - Remote

Posted 15 weeks ago
Customer Service
Full Time
United States

Overview

As a Customer Onboarding 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.

In Short

  • Build trust with customers through regular engagement.
  • Create plans to meet customer goals and track progress.
  • Cultivate customer champions and grow their knowledge.
  • Advocate for customer needs internally.
  • Identify and mitigate success risks.
  • Document customer progress and success metrics.

Requirements

  • 2+ years of experience in audit, assurance, or advisory services.
  • Experience in technology consulting or customer onboarding.
  • Project management proficiency.
  • Strong communication skills with executive presence.
  • Ability to take ownership of projects.

Benefits

  • Competitive compensation packages with ownership.
  • Unlimited PTO.
  • 401k.
  • Wellness benefits including free therapy sessions.
  • Technology & Work from Home reimbursement.
  • Flexible work schedules.
Fieldguide logo

Fieldguide

Fieldguide is a forward-thinking company based in San Francisco, CA, dedicated to transforming global commerce and capital markets by automating and streamlining the work of assurance and audit practitioners, particularly in the areas of cybersecurity, privacy, and ESG (Environmental, Social, Governance). As a remote-first organization, Fieldguide fosters a culture of inclusivity and support, valuing diverse backgrounds and experiences to build a strong team. The company is backed by prominent investors and is committed to enhancing the lives of audit practitioners by significantly reducing their workload and improving work-life balance. Fieldguide's mission is to create a new standard of trust in business through innovative software solutions, while also prioritizing the growth and development of its employees.

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