Top Customer Success & Experience Jobs in San Francisco, CA

Lead onboarding and implementation for new Fieldguide customers, guiding them from sales handoff through value realization. Build trusted customer relationships, define success plans, cultivate champions, mitigate adoption risks, coordinate cross-functional feedback, and document progress through metrics and case studies. The role requires audit expertise or technology consulting and implementation experience, strong project management, executive communication, ownership, and the ability to manage multiple customers independently.

Own adoption, value realization, retention, and workflow excellence for audit customers. Configure Fieldguide workflows, templates, and engagement structures; translate audit standards into repeatable processes; lead training and change management; identify usage gaps and risks; advise audit teams on best practices; and collaborate with Product, Engineering, Implementation, and Revenue teams to improve customer outcomes and influence the product roadmap.

Configure customer environments, migrate and validate data, translate requirements into system setups, and perform quality assurance for SaaS implementations. Support testing, issue resolution, go-live preparation, documentation, and post-launch activities while collaborating with Support, Product, Engineering, and senior consultants. Participate in customer calls and progressively assume direct client communication as implementation expertise develops.

Own customer adoption, value realization, retention, and workflow excellence for advisory and consulting customers. Configure platform workflows, translate advisory methodologies into scalable processes, lead enablement and change management, identify usage gaps, and improve engagement outcomes. Collaborate with Product, Engineering, Implementation, and Revenue teams while providing practitioner feedback and supporting renewals and expansion.

Provide technical and product support to Fieldguide customers through email, phone, and chat. Troubleshoot platform issues, guide users on features and best practices, collaborate with Engineering, Product, and Design, support database setup and template creation, contribute to onboarding and retention, and maintain help documentation. The role requires a customer-focused, adaptable team player comfortable working remotely from 2pm to 11pm PT in a startup environment.