Fieldguide
The Senior Manager, Customer Success Operations at Fieldguide is responsible for enhancing the efficiency of the Customer Success team by managing systems, data, and processes integral to customer engagement and outcomes. This role involves configuring tools like Salesforce and Vitally, designing reporting frameworks, and optimizing workflows to improve customer retention and expansion. Additionally, you will lead cross-functional collaborations with RevOps, Product, and GTM Systems to ensure that the Customer Success organization operates with precision and clarity, ultimately driving a better customer experience.
Headquarters
San Francisco, California, United States
Company Size
11-50 employees
Founded
2020
Fieldguide is an AI-powered audit and advisory automation platform designed to streamline workflows and enhance client collaboration for audit and advisory firms. It provides a comprehensive suite of tools including document management, engagement management, and automated reporting, enabling firms to increase efficiency and margins. With a focus on modernizing the advisor-client experience, Fieldguide is trusted by leading firms in the industry to drive innovation and deliver exceptional services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Fieldguide.
Fieldguide announces $75M in new funding
1 month ago