Fieldguide Logo

Fieldguide

Solutions Engineer, Financial Audit

Posted An Hour Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in IN, USA
120K-150K Annually
Senior level
In-Office or Remote
Hiring Remotely in IN, USA
120K-150K Annually
Senior level
Lead pre-sales technical engagements for enterprise CPA firms: run demos, validate solutions during Proof of Value, support sales cycles, drive adoption, and partner with Sales, Product, Engineering, and Customer Success to influence roadmap and enable complex enterprise onboarding.
The summary above was generated by AI

About Us
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses.
We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more.
We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.
As an early stage start-up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by bringing together up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

About the Role:

The Fieldguide Senior Solutions Engineer is the primary solution lead with customers and prospects in all markets. Our customers are some of the nation’s top enterprise CPA firms and the product they select will be rapidly adopted by practitioners, and will have lasting impacts to their growing organization. Fieldguide’s business growth relies heavily on acquisition of new customers in all markets, and hence this is a highly visible pre-sales role.

As a Fieldguide platform expert, you will facilitate product demonstrations, convey our value proposition, and advise customers on industry best practices. The Senior Solutions Engineer partners closely with Account Executives on all enterprise level customers. This role crafts impactful customer engagements that drive a high volume of adoption in a fast-paced environment.

What You’ll Do:

  • Effectively partner with Account Executives to understand prospects’ challenges and articulate Fieldguide’s value proposition, vision, and strategy to prospects

  • Build credibility with technical champion at the prospect company

  • Understand and help orchestrate all phases of the sales cycle, including leading technical validations during the Proof of Value phase

  • Increase sales velocity and contribute to closing deals

  • Participate and contribute to the enterprise sales process, product, or best practices initiatives

  • Manage organized discoveries to uncover customer needs and requirements that relate to decision criteria and key business issues

  • Present and demonstrate the product in a persuasive way based on key messages, decision criteria, and key business issues, ensuring the product is presented competitively

  • Successfully manage customer questions and objections and resolve concerns

  • Partner with Customer Success to enable complex onboarding of enterprise customers

  • Partner with Sales and Marketing on deal strategies, and with Engineering, Product, and Design teams to work through challenging technical problems

  • Engage with product management to provide insight into prospect and customer needs and industry trends, influencing the roadmap for market success

  • Ensure that the roadmap is clear to customers as required to influence buying decisions

  • Provide leadership by creating content and trainings for key areas

  • Work with the extended team to ensure that they are successful and learn from your expertise

  • Embody Fieldguide’s core leadership principles and cultural values

About You:

  • 3+ years of hands on customer facing enterprise solutions engineering experience, with demonstrated success persuading and influencing SaaS deals

  • 3+ years of experience in financial audit at a public accounting firm

  • Experience walking through product demonstrations with C-suite executives while maintaining poise and confidence

  • Intrinsically motivated to exceed goals, you don’t get intimidated, but rather get excited by ambitious goals

  • Undeniable executive presence with acute attention to what to say, and perhaps more importantly, how to say it. You have excellent speaking and presentation skills and a unique savviness for networking in complex business situations

  • Sales process and infrastructure experience, including excellent working knowledge of at least one leading CRM (Salesforce, Hubspot, etc)

  • You are a team player, and you are mission-first. You’re joining a hard-working team that trusts each other deeply. We won’t compromise on this

  • Preferred: Industry knowledge of assurance and advisory services, preferably with exposure to cybersecurity or regulatory standards

Similar Jobs at Fieldguide

5 Hours Ago
Remote
USA
125K-140K Annually
Senior level
125K-140K Annually
Senior level
Artificial Intelligence • Software
Own the full sales cycle and build Fieldguide's public sector territory (federal, then state/local/higher ed). Sell an Internal Audit AI platform into government audit organizations, using consultative MEDDICC-driven sales, coordinate cross-functional teams, exceed revenue targets, and travel up to 30% to engage stakeholders, procurement, and audit leadership.
Top Skills: AIFieldguideMeddicc
21 Hours Ago
Remote
USA
100K-120K Annually
Mid level
100K-120K Annually
Mid level
Artificial Intelligence • Software
The Mid-Market Account Executive drives full-cycle sales of Fieldguide's AI platform, focusing on prospecting and converting mid-market CPA firms into clients. Responsibilities include exceeding sales targets, building relationships with decision-makers, and collaborating cross-functionally to ensure client satisfaction, all while managing a complex sales process that may involve significant travel.
Top Skills: Ai PlatformCrm Software
2 Days Ago
Remote
USA
150K-180K Annually
Mid level
150K-180K Annually
Mid level
Software
The Software Engineer, Production Support will debug product issues, provide fixes, improve system reliability, and support the support team while addressing customer feedback and enhancing debugging workflows.
Top Skills: GraphQLJavaScriptNode.jsPostgresPythonReactTypescript

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account