Fieldguide

Powering the future of trust with modern software for assurance & advisory firms.

Senior Customer Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 11-50H1B SponsorCompany SiteLinkedIn

Location

California

Posted

129 days ago

Salary

$137K - $160K / year

Bachelor Degree4 yrs expEnglish

Job Description

• Own a portfolio of Fieldguide’s largest and most strategic accounts, responsible for the retention, growth, and success of each relationship across contracted practice areas • Serve as the primary executive-facing point of contact, building trusted advisor relationships with key stakeholders from senior managers to partners and firm executives • Drive strategic adoption and long-term engagement, ensuring customers fully realize the value of the platform and use it to meet evolving business goals • Run quarterly and annual Executive Business Reviews (EBRs) to align on goals, showcase outcomes, and secure continued alignment with client leadership • Collaborate with Account Management and Revenue teams to influence renewals, expansions, and referrals through strong usage trends and strategic alignment • Become a Fieldguide product expert, providing enablement, best practices, and roadmap alignment to drive adoption across frameworks and teams • Serve as the voice of the customer internally—partnering with Product, Engineering, and Support to escalate feedback and drive solution delivery • Own and exceed KPIs for Gross Revenue Retention, Net Retention, NPS, and contract pacing • Leverage customer insights to inform scalable playbooks and success frameworks, helping evolve how we support large, complex firms at scale

Job Requirements

  • 4–7 years of experience managing enterprise accounts in a SaaS Customer Success or Strategic Account Management role
  • Proven success managing 6–7 figure portfolios, building relationships with executive stakeholders, and driving measurable business outcomes
  • Comfortable operating in ambiguity with a strong ability to prioritize and act with urgency
  • You have a consultative mindset and are able to translate complex product capabilities into business value for customers
  • You’re collaborative, operationally-minded, and energized by contributing to structure and process at a growing startup
  • Exceptional communication and presentation skills—able to engage technical and non-technical audiences with credibility and clarity
  • You care deeply about your customers’ outcomes, and know how to balance advocacy, transparency, and results.

Benefits

  • Competitive compensation packages with meaningful ownership
  • Flexible PTO
  • 401k
  • Wellness benefits, including a bundle of free therapy sessions
  • Technology & Work from Home reimbursement
  • Flexible work schedules

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