Customer Success Engineer, Advisory at Jobgether – United States

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Customer Success Engineer, Advisory in United States.

This role sits at the intersection of customer success, advisory services, and product expertise, focused on transforming how professional services teams deliver their work through modern software workflows. You will work directly with advisory and consulting practitioners to drive adoption, improve delivery models, and ensure customers achieve measurable value from the platform. Acting as both a trusted advisor and hands-on product expert, you will help teams redesign workflows, increase consistency, and modernize engagement delivery. The role is highly technical and deeply consultative, requiring comfort working inside a software platform while guiding behavioral and operational change. You will collaborate closely with product and engineering teams to translate real-world advisory needs into product improvements. This is a high-impact position ideal for professionals who want to reshape how advisory work is delivered at scale.

• Own customer adoption, engagement success, and long-term retention across a portfolio of advisory and consulting clients.
• Work directly inside the platform to configure workflows, templates, and engagement structures that improve advisory delivery.
• Translate advisory methodologies into scalable, repeatable digital workflows that enhance consistency and efficiency.
• Lead enablement, training, and change management initiatives to support adoption of modern delivery models.
• Identify gaps in usage, workflow inefficiencies, and delivery risks, and proactively recommend improvements.
• Act as a practitioner-advisor, guiding teams toward best practices in advisory execution and service delivery.
• Collaborate with Product, Engineering, and Implementation teams to share field insights and influence roadmap priorities.
• Support customer renewals and expansion by demonstrating clear, measurable value across advisory use cases.
• Contribute to scalable success resources such as playbooks, templates, and best-practice frameworks.

• 2–5+ years of experience in advisory, consulting, or professional services roles (e.g., risk, compliance, cybersecurity, audit, ESG, or operational consulting).
• Strong understanding of advisory engagement lifecycle, including scoping, execution, and client delivery.
• Experience working in complex, multi-team advisory or consulting environments.
• Hands-on comfort with software platforms, including workflow configuration and troubleshooting.
• Strong ability to lead training, enablement, and organizational change initiatives.
• Analytical and technical curiosity, with interest in data structures, system configuration, and AI-driven workflows.
• Practitioner mindset focused on outcomes, transformation, and process improvement rather than relationship-only management.
• Excellent communication skills with the ability to engage both practitioners and senior leadership.
• Collaborative, adaptable, and comfortable working in a fast-paced startup environment.

• Competitive compensation with meaningful equity ownership
• Flexible paid time off (PTO)
• 401(k) retirement plan
• Wellness benefits starting on day one
• Home office and technology reimbursement
• Flexible work schedules and remote-friendly culture
• Opportunity to shape a fast-growing product in the advisory and trust space
• Collaborative, values-driven environment focused on impact and innovation