Fieldguide

Implementation Specialist

• Build trust with customers. Maintain regular engagement cadences with customers through all phases of their implementation, from sales handoff to value realization.
• Guide growth. Create a plan that outlines the customer’s goals with implementing Fieldguide and activities needed to meet those goals. Maintain regular reviews during their onboarding process to track progress and adapt plans where necessary.
• Build champions. Cultivate customer champions and grow their Fieldguide knowledge.
• Advocate for the customer. Be the link between the customer and Fieldguide’s Engineering, Product, Design; Customer Enablement; Sales; and other cross-functional teams. Be aware of and communicate customer needs internally to help shape the product roadmap, internal processes, and future onboarding iterations.
• Mitigate risks. Be proactive in identifying success risks and develop decisive action plans to mitigate them.
• Measure and document progress. Document the value Fieldguide provides to our customers by detailing customer case studies, new use cases and success metrics. Track customer progress against their adoption map, and be able to plot customer value realization over time.

Implementation Consultant, Audit

Manager

• Own the Renewal Motion: Manage full renewal lifecycle, maintain renewal forecast, develop data-driven renewal strategy, lead commercial negotiations, drive price increases, work closely with CSEs
• Build the Renewals Function: Build renewals playbook, own KPI framework for renewals, design engagement models, partner with Finance, implement AI-assisted workflows, hire and develop a team of Renewals Specialists
• Drive Cross-Functional Alignment: Represent renewal risk in deal reviews, partner with CSMs, work with Product, Finance, and Legal

Senior Renewals Manager

Customer Support

• Build trust with customers. Respond quickly and accurately to client requests for assistance, always with a positive attitude.
• Provide technical support: Offer prompt and efficient assistance to resolve technical issues related to Fieldguide's platform. Troubleshoot problems via email, phone, or chat, ensuring a quick resolution of any software problems, login issues, or user errors.
• Enhance user experience: Guide customers through the features and functionalities of the Fieldguide platform. Provide tips and best practices for optimal use, ensuring customers can leverage the software to its fullest potential.
• Advocate for the customer: Be the link between the customer and Fieldguide’s Engineering, Product, Design team. Be aware of and communicate customer needs internally to help shape the product roadmap. Help the customer participate in deployment of beta features, facilitating a frequent feedback loop.
• Bolster onboarding and retention: Assist in customer database setup and template creation to ensure a world-class client experience.
• Maintain knowledge base: Contribute to and update the online help resources, FAQs, and support documentation, ensuring they are current and comprehensive for user self-service.

Customer Support Representative

Sales

• Lead, coach, and support a team of Account Executives, ensuring they meet individual and team goals across pipeline generation, sales activity, and revenue performance
• Help your team build relationships with key decision-makers at top audit and advisory firms by coaching them on how to understand business needs and tailor solutions accordingly
• Review and guide deal strategies throughout the sales cycle, from prospecting to close
• Partner cross-functionally with teams including Solutions, Finance, Marketing, and Product to ensure your team is equipped to deliver an excellent customer experience
• Monitor key sales metrics and use data to guide coaching conversations, forecast revenue, and optimize team performance
• Play a key role in refining our sales playbook, improving onboarding, and scaling best practices across the sales team
• Represent Fieldguide at networking events and conferences, and help your team uncover new opportunities through relationship building

Senior Manager, SMB Sales

Account Manager

• Own end-to-end activation of the partner ecosystem across technology, methodology, referral, alliance, and system integrator partners — driving joint enablement, co-sell motions, and pipeline tracking for key GTM partners.
• Build and manage referral partner programs from scratch — establishing systematic cadences, pipeline tracking, attribution management for referral fees, and proactive partner-to-customer introductions.
• Build repeatable partner activation playbooks to scale the partnerships function, across onboarding, enablement, joint marketing, and revenue tracking.
• Collaborate with Sales, Partner Marketing, Enablement, Product, and Customer Success in driving partnership revenue.
• Analyze and recommend partnership structures (upfront purchases vs. discounts vs. revenue share) to maximize activation and revenue outcomes.
• Surface learnings from active partnerships to internal enablement teams to continuously improve GTM readiness.
• Collaborate with the alliances function on referral motions and targeted customer introductions, bridging top-of-funnel relationship-building with post-signature activation.
• Collaborate with executive leadership on evaluating new partnerships based on market analysis and strategic fit, and with Partner Marketing on partner communications, QBRs, and joint planning to drive engagement and productivity.

Strategic Partnerships Director

Solutions Engineer

• 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

Senior Solutions Engineer, Financial Audit

Communications

• Evolve Fieldguide’s brand positioning, messaging architecture, and narrative.
• Ensure clarity and consistency across website, product storytelling, sales materials, and campaigns.
• Translate product value into simple, concrete language for buyers and practitioners.
• Own the visual identity and brand system.
• Set creative direction for campaigns, launches, and core assets.
• Ensure high quality execution across design, copy, and external agencies.
• Oversee brand content strategy including website, core messaging, and long form content.
• Partner on practitioner focused thought leadership tied to AI in audit and advisory.
• Ensure content supports both brand credibility and revenue goals.
• Build a strong customer advocacy engine including case studies, stories, and proof points.
• Elevate Fieldguide’s presence in the market through clear, credible narratives.
• Partner with Sales on brand aligned pitch materials and storytelling.
• Lead and develop a small, high impact brand team.
• Set clear priorities, standards, and feedback loops.
• Manage agencies and freelancers as needed.

Head of Brand and Communications

Full-stack Engineer

• Set technical direction for agentic financial audit experiences, making architectural decisions that balance autonomy, reliability, and auditability
• Own the most complex, ambiguous engineering problems on the team and drive them to resolution without needing a well-defined path handed to you
• Design and build agent-driven workflows from the ground up, defining where AI autonomy is appropriate and where human judgment needs to stay in the loop
• Partner with product and design to shape what we build, not just how we build it, bringing technical perspective into roadmap and strategy conversations early
• Mentor and grow the engineers around you through code review, pairing, and the way you approach and communicate hard problems
• Contribute to our interview process and help us raise the bar as we scale the team

Staff Software Engineer, Audit – Full Stack

• Design and build agent-driven experiences for financial audit workflows, deciding where autonomy makes sense and where the auditor stays in the loop
• Own complex, end-to-end workstreams tied to onboarding our largest customers
• Ship code from day one and ramp quickly into full ownership of significant product areas
• Collaborate daily with product managers, designers, and financial audit SMEs to work through hard domain problems
• Help shape technical direction and contribute to how the team thinks about agentic systems, AI tooling, and engineering best practices
• Mentor other engineers and contribute to our interview process as the team scales

Senior Software Engineer, Audit – Full Stack

• Build trust with customers by maintaining regular engagement cadences through all phases of their implementation.
• Create a plan outlining the customer’s goals with implementing Fieldguide and activities needed to meet those goals.
• Cultivate customer champions and grow their Fieldguide knowledge.
• Be the link between the customer and Fieldguide’s cross-functional teams.
• Be proactive in identifying success risks and develop decisive action plans.

• Design, build, and deliver high-quality features that drive customer and business impact
• Work directly with customers to identify, ideate, and solve their most challenging problems
• Collaborate cross-functionally with product, design, & GTM to turn complex problems into elegant, user-focused solutions
• Balance iteration speed with long-term maintainability and system health
• Continuously improve our tech stack, developer workflows, and reliability practices
• Contribute to a supportive, growth-oriented engineering culture based on trust, learning, and excellence
• Travel up to 25% of your time

Software Engineer, Deployed

Technical Customer Success

• Own adoption and success for a portfolio of Fieldguide audit customers, with accountability for usage, outcomes, and long-term retention
• Drive deep platform adoption across audit teams by actively working inside the product to configure workflows, templates, and engagement structures
• Translate audit standards, firm methodologies, and best practices into scalable, repeatable Fieldguide workflows
• Partner directly with audit teams to improve audit efficiency, consistency, and quality through better workflow design and execution
• Lead customer enablement, training, and change management to help teams move away from legacy processes
• Identify usage gaps, inefficiencies, and risk signals, and proactively recommend improvements
• Serve as a practitioner-advisor—comfortably pushing customers toward better practices when needed
• Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world audit feedback and influence roadmap priorities
• Support renewals and expansion by ensuring customers are realizing clear, provable value from the platform
• Contribute to scalable success initiatives, including playbooks, templates, enablement content, and best-practice frameworks
• Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage

Customer Success Engineer, Audit

• Own the end-to-end pre-sales technical motion across discovery, demo, POC, security review, and technical close. Set the technical strategy for our top strategic deals and engage on the highest-leverage opportunities.
• Define what a great demo looks like at Fieldguide and raise the bar across the team. Own POC scoping, success criteria, exit criteria, and the operating cadence that converts POCs into closed deals rather than open-ended pilots.
• Lead technical conversations with firm CIOs, CISOs, and architecture review boards on AI architecture, data residency, model governance, security, and integration patterns. Build the bench so this is not a one-person dependency.
• Build the Solutions Engineering playbook, ramp plan, and certification program. Standardize the reusable assets (demo flows, reference architectures, security responses, technical objection handling) so every Solutions Engineer shows up at a consistent bar.
• Hire, develop, and coach the existing Solutions Engineering team.
• Partner with Product and Engineering on roadmap influence, customer feedback synthesis, and competitive response. Partner with Customer Success on technical handoff and post-sales continuity.
• Define when Solutions Engineers engage, at what stage, and at what intensity. Build the coverage model that gives AEs leverage without spreading SEs thin.
• Own the technical battlecards, demo objection responses, and proof points across the competitive set (Auditboard, GRC platforms, low-cost emerging entrants). Make sure every Solutions Engineer can win the technical bake-off.
• Iterate on the playbook, ramp, and coverage model based on win/loss patterns, technical objections, and customer feedback.
• Use AI tools daily in your own work to build demos, personalize POC environments, generate technical content, and analyze patterns across deals. We expect you to set the standard for what AI-native Solutions Engineer work looks like at Fieldguide, and to pull your team there with you.

Director, Solutions Engineering

• Lead the design and evolution of Fieldguide's core platform services, including the foundational systems, APIs, and shared primitives that every product surface and agent depends on
• Build platform capabilities that compound the leverage of product and AI engineers, turning hard problems into reusable building blocks
• Define the architecture for how new product capabilities get delivered across our SaaS, enterprise single-tenant, and government-cloud environments
• Partner directly with product, design, and AI engineering leaders to understand customer needs and translate them into platform investments
• Drive cross-team initiatives that improve product velocity, system reliability, and consistency across the application
• Own the standards for service design, data modeling, and platform integration patterns used across Fieldguide
• Maintain and evolve the internal developer platform that supports the team, including deployment tooling, and agentic engineering capabilities
• Mentor senior and mid-level engineers across the org and raise the bar for platform engineering at Fieldguide

Staff Software Engineer, App Platform

Product Designer

• Lead end-to-end design for complex, ambiguous audit workflows, from problem definition through shipped solutions
• Partner closely with Product and Engineering to shape strategy, influence roadmaps, and deliver high-quality, scalable implementations bringing strong product judgment to tradeoffs across user needs, business goals, and technical constraints
• Drive design execution with minimal direction, operating effectively in a fast-paced, ambiguous environment
• Translate customer needs, research insights, and business goals into clear user journeys, interaction models, and polished UI
• Balance speed and iteration with usability, consistency, and long-term product quality
• Advocate for users while accounting for technical, regulatory, and business constraints
• Own a significant product area or customer journey, anticipating downstream impacts across workflows and personas
• Set a high bar for craft and influence by contributing to the design system, mentoring peers, and serving as a trusted design voice with strong conviction and low ego

Implementation Consultant, Audit

Senior Renewals Manager

Customer Support Representative

Senior Manager, SMB Sales

Strategic Partnerships Director

Senior Solutions Engineer, Financial Audit

Head of Brand and Communications

Staff Software Engineer, Audit – Full Stack

Senior Software Engineer, Audit – Full Stack

Implementation Consultant, Audit

Software Engineer, Deployed

Customer Success Engineer, Audit

Director, Solutions Engineering

Staff Software Engineer, App Platform

Senior Product Designer – Audit