Demo

Director, Customer Success

Fieldguide
San Francisco, CA Full Time
POSTED ON 4/22/2025
AVAILABLE BEFORE 5/21/2025

Job Description

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 ESG (Environmental, Social, Governance). 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 Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, 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 eliminating 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 :

Fieldguide is looking for an experienced Director, Customer Success whose mission will be to scale and drive the operational effectiveness of our Customer Success Management team. You will report to the Vice President, Customer Success and will be a trusted partner in setting the strategy and objectives for the Customer organization, evolving our delivery models, scaling the team, implementing and execution of success processes as well as delivering operational metrics that align to delivering a world-class customer experience.

You will play a key role in defining the evolution of our Customer Success business as Fieldguide continues to rapidly scale. You and your team will work closely with the Engineering, Product and Design teams supporting all customer segments. This role will require a mix of strategy and hands-on execution.

What You’ll Do :

Work with the Vice President, Customer Success to define the customer success strategy for the next phase of Fieldguide’s growth.

Develop and coach a world-class customer success management team. Build the team’s core skills and establish a clear definition of what great looks like while delivering value to customers.

Build expert playbooks by framework across every risk category, for internal teams to execute on, and for customers to utilize in investing in those practice areas.

Drive the strategic roadmap for customer success management - define the ideal customer journey and ensure that it is delivered consistently.

Develop a metrics-driven approach to customer health, satisfaction, and retention. Use data to generate insights that help us understand customer engagement, pacing, identify product enhancements, and promote user adoption.

Develop, implement and evolve “Voice of the Customer" strategies to increase client satisfaction and drive NPS scores.

Partner with the Onboarding team on deployments with a focus on efficiency and customer experience.

Collaborate with cross-functional teams including sales, EPD, marketing, and operations to ensure customers are receiving full value.

About You :

5 years of experience in leading Customer Success Management teams, with direct experience in a SaaS environment

Deep understanding of the role of Customer Success in an Enterprise Software company with a strong sense of customer empathy

You are customer obsessed and have a proven track record of strong cross-functional collaboration

You are committed to building deep ties and effective collaboration with our engineering team. We won't compromise on this.

Strong communicator with ability to collaborate with and influence the broader organization

Authentic, humble and curious self-starter, who is excited to roll up their sleeves, be a player / coach

Comfortable with ambiguity, with the ability to learn new concepts and technologies quickly, and apply those learnings to new domains

A strong desire to learn about assurance, advisory and audit, our customers, their frameworks, processes, tools and technologies

Bonus Points If You Have :

Experience working as a practitioner in audit, advisory, or assurance at a top CPA 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

Unlimited PTO

401k

Wellness benefits, including a bundle of free therapy sessions

Technology & Work from Home reimbursement

Flexible work schedules

Compensation Range : $170K - $190K

Salary : $170,000 - $190,000

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