Customer Success Engineer, Advisory

About Us

The company 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. The company’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 the company.

About the Role

As a Customer Success Engineer – Advisory, you will own adoption, value realization, and workflow excellence for the company customers delivering advisory and consulting services.

This is a hands-on, product-native role designed for former advisory practitioners and transformation leaders. You will work directly inside the company platform alongside advisory teams to help them deliver engagements more efficiently, consistently, and at higher quality across a range of advisory services.

This is not a traditional relationship management role. Success in this position is measured by end-user adoption, workflow maturity, and measurable client outcomes, not by meeting volume. You will operate as a trusted advisory practitioner and advisor, guiding customers toward best practices and helping modernize how advisory services 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 platform.

What You’ll Do

• Own adoption and success for a portfolio of the company advisory customers, with accountability for usage, outcomes, and long-term retention

• Drive deep platform adoption across advisory teams by actively working inside the product to configure workflows, templates, and engagement structures

• Translate advisory methodologies, service offerings, and best practices into scalable, repeatable the company workflows

• Partner directly with advisory teams to improve engagement execution, delivery consistency, and client outcomes through better workflow design

• Lead customer enablement, training, and change management to help teams move away from bespoke, manual, or legacy delivery models

• Identify usage gaps, inefficiencies, and delivery risks, and proactively recommend improvements

• Serve as a practitioner-advisor—comfortably challenging teams to adopt stronger, more scalable advisory practices

• Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world advisory feedback and influence roadmap priorities

• Support renewals and expansion by ensuring customers are realizing clear, provable value across advisory service lines

• 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

• 2-5+ years of experience in:

• Advisory, consulting, or professional services roles (e.g., risk advisory, compliance, cybersecurity, privacy, ESG, internal audit, or operational consulting), or

• Advisory methodology, transformation, or practice operations roles

• Deep understanding of advisory engagement delivery, including scoping, execution, collaboration, and client reporting

• Experience supporting complex, multi-team advisory or consulting environments and service-line 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 leading training, enablement, and change management efforts with advisory teams

• Collaborative, outcomes-oriented, and comfortable operating in an evolving startup environment

• Clear communicator who can engage credibly with advisory practitioners, managers, and firm leadership

More about the company

The company 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