Customer Success Engineer, Advisory

Role overview

Help advisory and consulting teams adopt software workflows that improve how they scope, deliver, and report client engagements. This hands-on customer success role combines practitioner guidance with product configuration and change management, with success measured through adoption, workflow maturity, customer outcomes, and retention.

Responsibilities

- Own adoption and outcomes across a portfolio of advisory customers, monitoring product use and long-term retention. - Configure workflows, templates, and engagement structures directly in the platform to support customer delivery practices. - Translate advisory methods and service offerings into repeatable workflows that improve consistency and efficiency. - Train teams and guide change from manual, bespoke, or legacy processes toward more scalable ways of working. - Identify adoption gaps, delivery risks, and inefficiencies, then recommend practical improvements as a practitioner-advisor. - Share customer insights with product, engineering, and implementation teams; contribute playbooks and enablement materials, and support renewals by demonstrating value.

Requirements

- Two or more years of experience in advisory, consulting, professional services, or a related methodology, transformation, or practice-operations role. - Understanding of advisory engagement delivery, including scoping, execution, collaboration, and client reporting. - Experience supporting complex, multi-team advisory environments or service-line rollouts. - Comfort configuring software workflows and resolving practical product-usage challenges. - Ability to lead training and change management, communicate with practitioners through firm leaders, and encourage teams to adopt stronger practices. - A collaborative, outcomes-focused approach and comfort working in an evolving startup environment.

Nice to have

- Familiarity with data models, permissions, software configuration, or AI-enabled workflows; experience with large language models or prompt creation is a plus.

Benefits and work setup

- Remote-first work with flexible schedules and paid time off. - Listed benefits include retirement savings, wellness benefits, technology and home-office reimbursement, and compensation that may include ownership.