Customer Onboarding Consultant

December 2, 2024

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Fieldguide

Fieldguide is a modern, award-winning AI platform designed for advisory and audit firms. It helps streamline engagements, increase efficiency, and improve client satisfaction through its end-to-end engagement analytics. The platform supports various services, including risk advisory, cybersecurity and privacy, regulatory compliance, SOC readiness and audits, IT audits, and financial audits. Fieldguide integrates with popular productivity and IT tools to provide a seamless user experience, allowing for automated management of requests, documents, and reports. Trusted by top industry firms, Fieldguide enhances the practice of audit and advisory services with AI-driven innovations that save time and improve margins.

Compliance Software • Compliance Audit & Advisory • Audit Engagement Software • Workflow Automation & Artificial Intelligence • Enterprise Cloud

📋 Description

• Fieldguide is establishing a new state of trust for global commerce and capital markets. • We build software for the people who enable trust between businesses. • You’ll have the opportunity to build out the future of business trust.

🎯 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. • Hands-on experience in technology consulting, customer onboarding, implementation, or similar. • Project management proficiency with proven ability to prioritize and manage multiple customers, projects, and requests with little direct oversight. • Executive presence and ability to influence change. • Bias towards action.

🏖️ 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

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