---
title: 'Senior Customer Success Engineer, Audit at Fieldguide'
canonical: 'https://feeny.ai/job/senior-customer-success-engineer-audit-fieldguide-san-francisco-ca-or-sbksgadj1nec'
type: 'job'
last_seen: '2026-09-14'
---

# Senior Customer Success Engineer, Audit at Fieldguide

- **Company:** Fieldguide
- **Location:** San Francisco CA OR, United States
- **Compensation:** $170k–$190k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-18
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.ashbyhq.com/fieldguide/655decc7-9f74-4252-9ed0-0f74e532c747

## 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 a Senior Customer Success Engineer, Audit, you will own adoption, value realization, and workflow excellence for Fieldguide customers running audit engagements. This is a hands-on, product-native role designed for former audit practitioners and audit transformation experts. You will work directly inside the Fieldguide platform alongside audit teams to help them execute audits more efficiently, consistently, and at higher quality. This is not a traditional relationship management role. Success in this position is measured by end-user adoption, workflow maturity, and measurable outcomes, not by meeting volume. You will operate as a trusted audit practitioner and advisor, guiding customers toward best practices and helping modernize how audits are delivered. You’ll collaborate closely with Product, Engineering, Implementation, and Revenue teams to ensure customers realize real business impact while feeding practitioner-level insights back into the product.

What You’ll Do:

- Own adoption and success for a portfolio of Fieldguide audit customers, with accountability for usage, outcomes, and long-term retention
- Drive deep platform adoption across audit teams by actively working inside the product to configure workflows, templates, and engagement structures
- Translate audit standards, firm methodologies, and best practices into scalable, repeatable Fieldguide workflows
- Partner directly with audit teams to improve audit efficiency, consistency, and quality through better workflow design and execution
- Lead customer enablement, training, and change management to help teams move away from legacy processes
- Identify usage gaps, inefficiencies, and risk signals, and proactively recommend improvements
- Serve as a practitioner-advisor—comfortably pushing customers toward better practices when needed
- Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world audit feedback and influence roadmap priorities
- Support renewals and expansion by ensuring customers are realizing clear, provable value from the platform
- Contribute to scalable success initiatives, including playbooks, templates, enablement content, and best-practice frameworks
- Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage

About You:

- 4+ years of experience in:
- Public accounting, audit, assurance, or advisory, or
- Audit methodology, audit innovation, or audit transformation roles
- Deep understanding of the audit lifecycle, including planning, evidence collection, review, and engagement management
- Experience supporting complex, multi-team audit environments and methodology rollouts
- Highly comfortable working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challenges
- Strong technical curiosity, with interest in data models, permissions, configurations, and AI-powered workflows (LLMs or prompt creation experience is a plus)
- Practitioner mindset, you advise, enable, and drive change rather than act as a support or relationship-only resource
- Confident in leading training, enablement, and change management efforts with audit teams
- Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment
- Clear communicator who can engage credibly with audit practitioners, managers, and firm leadership

Bonus Points If You Have:

- You have relevant industry experience as a practitioner at an audit/advisory firm

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
- Flexible PTO
- 401k
- Wellness benefits starting on your first day
- Technology & Work from Home reimbursement
- Flexible work schedules

## About Fieldguide

## Company Overview
- **One-liner**: Fieldguide is an AI-native platform that automates audit and advisory engagements for professional services firms, replacing manual workflows with agentic AI and collaborative tools.
- **Entity Type**: Private (Series C, $125.3M total funding)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2020
- **Founders**: Jin Chang (CEO/Co-Founder) and Chris Szymansky (CTO/Co-Founder)

## Core Business
- **Primary Industry**: Vertical AI for Audit & Advisory (Regulatory Compliance, Risk Advisory, Financial Audit, SOC Readiness, IT Audit, Cybersecurity & Privacy, ESG)
- **Target Customers**: B2B — Audit and advisory practices (CPA firms, risk advisory firms, internal audit teams) ranging from top 100 firms to regional practices. Clients include KPMG, RSM US LLP, Baker Tilly, BDO, Grant Thornton, Forvis Mazars, CLA, CohnReznick, and many others.
- **Mission/Purpose**: "Increase trust in commerce and capital markets" by amplifying the assurance and advisory engagement experience through automation and AI.

## Products & Services
- **Fieldguide AI Platform**: The core end-to-end engagement management platform where practitioners and AI agents work together. Covers planning, testing, evidence review, reporting, and client collaboration.
- **Field Agents (Agentic AI)**: Purpose-built AI agents that automate end-to-end test procedures — validating evidence, summarizing results, and flagging exceptions. Includes Testing Agents, Substantive Testing Agents, Request Agents, and Agentic Chat.
- **AI Actions**: Handles recurring tasks across entire workpapers (drafting walkthroughs, suggesting test plans).
- **Client Hub**: Automated modern request management with a client-facing portal.
- **Reporting Automation**: One-click collaborative report generation.
- **Document Management**: Enterprise-grade workpaper management.
- **End-to-End Engagement Management**: Centralized platform for planning, execution, and delivery across every practice area and methodology.

## Market Standing
- **Valuation**: Not disclosed (last round: Series C, $75M, announced February 2026)
- **Total Funding**: $125.3M (8 rounds)
- **Key Metric**: Annual Revenue of $7.5M (156 employees)
- **Notable Investors**: Growth Equity at Goldman Sachs Alternatives (lead, Series C), Bessemer Venture Partners, 8VC, Thomson Reuters, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries. Corporate investment from KPMG (2025).
- **Growth Signals**: 64.5% YoY headcount growth (+78 people); 50% of the top 100 firms trust Fieldguide; 32% reduction in engagement hours for customers; 70% reduction in manual testing time; 95% reduction in manual testing time for certain workflows; error rate of less than 1% versus manual processes; 5-time winner of CPA Practice Advisor Technology Innovation Award.

## Competitive Advantages
- **Vertical AI Moat**: Purpose-built for regulated audit and advisory environments, not a generic AI tool. Field Agents are trained on industry standards (SOX, HIPAA, FFIEC, HITRUST, PCI DSS) and firm methodologies.
- **Founder-Market Fit**: Both co-founders have deep industry experience — Jin Chang spent 5 years at EY in audit & advisory; Chris Szymansky has a technical background and founded a crypto tax automation company.
- **Network Effects**: As more firms use the platform, the AI agents improve across methodologies and regulatory frameworks, creating a data moat.
- **Top-Tier Customer Base**: Already adopted by 50% of the top 100 firms, including Big Four (KPMG) and national leaders (RSM, Baker Tilly, BDO, Grant Thornton), providing credibility and a strong reference base.
- **Capital & Strategic Backing**: Backed by Goldman Sachs Alternatives, Bessemer, 8VC, and a strategic investment from KPMG — signaling both financial strength and industry validation.

## Strategic Focus
- **Agentic AI First**: Doubling down on autonomous AI agents that execute testing, documentation, and evidence review, allowing practitioners to focus on judgment and client impact.
- **Platform Expansion**: Moving beyond audit into risk advisory, SOC, ESG, cybersecurity, and other assurance practices — becoming the single platform for all trust services.
- **Geographic Growth**: Expanding presence with offices/hubs in San Francisco (HQ), Denver, New York, Seoul, Los Angeles, Austin, Detroit, Pittsburgh, Toronto, London, Seattle, and Singapore.
- **Talent Acquisition**: Aggressively hiring (+105.6% YoY job posting growth) across engineering, customer success, sales, and marketing to scale the platform.

## Why Work Here
- **Mission-Driven**: Work that directly increases trust in commerce and capital markets — a meaningful, high-impact problem.
- **Remote-Friendly Culture**: Described as a "remote-friendly, global company" with hubs across the US, Canada, UK, Ireland, South Korea, and Singapore. Not fully remote but flexible.
- **Strong Engineering Culture**: Cross-functional teams with autonomy and focus on core metrics. Engineers work on cutting-edge agentic AI problems in a high-regulation environment.
- **Learning Opportunity**: Daily exposure to industry experts (former auditors on staff) who share knowledge — no prior audit experience needed.
- **Perks & Benefits**: Competitive compensation, stock options, flexible PTO, wellness benefits, technology reimbursement, company offsites.
- **Culture Values**: "Loveable" (create mutual value, earn trust), "Fearless" (inspire, break down walls), "Fast" (launch fast, iterate to perfection), "Inclusive" (scale best ideas with inclusive teams), "Owners" (execute with ownership), "Deliver happiness & 11 star experiences."
- **Talent Density**: Team includes alumni from Meta, Amazon, Brex, Carta, EY, Thomson Reuters, FloQast, LaunchDarkly — high-caliber peers.

## Sources
1. [fieldguide.io](https://www.fieldguide.io/)
2. [fieldguide.io/about](https://www.fieldguide.io/about)
3. [fieldguide.io/careers](https://www.fieldguide.io/careers)
4. [linkedin.com/company/fieldguide-inc](https://www.linkedin.com/company/fieldguide-inc)
5. [ycombinator.com/companies/fieldguide](https://www.ycombinator.com/companies/fieldguide)

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