Responsibilities
- Build trust with customers. Maintain regular engagement cadences with customers through all phases of their implementation, 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.
Requirements
- Deep industry knowledge and at least 2+ years of experience in financial audit or assurance
- Hands-on experience with 1+ years 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
- 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
- Demonstrated history of communicating effectively with customers and across internal teams
- Bias towards action
Nice to Have
- Hands-on experience with 1+ years in technology consulting, customer onboarding, implementation, or similar, at a top management consulting firm
Work Arrangement
Hybrid
Additional Information
- Candidates must reside within 50 miles of Salt Lake City.
- The role will begin as fully remote, with plans to transition to a hybrid work arrangement as we establish a local office and continue building our Utah hub.
