Customer Success Engineer, Advisory
… · Remote · San Francisco, CA or Remote (USA) ·
COMPENSATION
Salary available to subscribersListed on the employer's job board (Ashby)
- Fully remote (US-based)
- Advisory & Consulting focus
- Workflow configuration
- Startup environment
- Equity ownership
Join the company as a Customer Success Engineer focused on advisory services. You will work directly within the platform to help customers configure workflows, templates, and engagement structures, ensuring they realize measurable value and operational efficiency.
This position is designed for former advisory practitioners or transformation leaders who want to modernize how consulting services are delivered. You will collaborate with Product and Engineering teams to translate real-world insights into product improvements while guiding clients toward best practices.
What you'll do
- Own adoption and retention for a portfolio of advisory customers
- Configure workflows, templates, and engagement structures in the platform
- Translate advisory methodologies into scalable, repeatable digital workflows
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