Fieldguide

Account Executive

• Own a targeted account list of key SMB accounts, overseeing the full sales cycle from prospecting to close.
• Achieve and exceed revenue targets and key sales metrics.
• Build strong, trust-based relationships with key decision-makers by providing thought leadership, understanding their business needs, and aligning Fieldguide’s solutions accordingly.
• Develop and implement sales strategies aligned to goals and targets by leveraging the MEDDICC sales methodology.
• Collaborate cross-functionally with teams including Solutions, Finance, Product, and Marketing to ensure customer needs and expectations are met throughout the sales process.
• Set strategic direction to maximize market potential within your assigned territory through effective planning and execution.
• Present compelling solution walkthroughs to prospects using insights uncovered during discovery.
• Own the creation, ideation, and execution of key account and territory plans.
• Maintain CRM diligence, forecasting accuracy, and clear communication with internal stakeholders related to your territory.
• Attend networking events and conferences to build relationships that generate new business opportunities.
• Up to 30% regional and national travel.

SMB Account Executive

• Own a targeted account list of key enterprise accounts, overseeing the full sales cycle from prospecting to close.
• Achieve and exceed revenue targets and key sales metrics.
• Build strong, trust-based relationships with key decision-makers by providing thought leadership, understanding their business needs, and aligning Fieldguide’s solutions accordingly.
• Develop and implement sales strategies aligned with goals and targets by leveraging the MEDDICC sales methodology.
• Collaborate cross-functionally with teams including Solutions, Finance, Product, and Marketing to ensure customer needs and expectations are met throughout the sales process.
• Set strategic direction to maximize market potential within your assigned territory through effective planning and execution.
• Present compelling solution walkthroughs to prospects using insights uncovered during discovery.
• Own the creation, ideation, and execution of key account and territory plans.
• Maintain CRM diligence, forecasting accuracy, and clear communication with internal stakeholders related to your territory.
• Attend networking events and conferences to build relationships that generate new business opportunities.
• Up to 30% regional and national travel.

Enterprise Account Executive

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.

Senior Implementation Consultant, Financial Audit

Platform Engineer

• Design, build, and maintain core platform infrastructure to support scalable, reliable, and secure services across engineering teams.
• Develop and manage Infrastructure as Code (IaC) using tools like Terraform to ensure consistent, reliable environments.
• Collaborate with software and data engineering teams to provide self-service infrastructure and platform tooling that accelerates development workflows.
• Monitor and improve system reliability, performance, and cost efficiency through metrics, logging, and alerting frameworks (e.g., Datadog, CloudWatch).
• Ensure infrastructure security and compliance by implementing best practices for identity management, network segmentation, secrets handling, and vulnerability management.
• Contribute to incident response and postmortem processes, driving root cause analysis and long-term improvements.
• Mentor and collaborate with other engineers, fostering a culture of reliability, automation, and continuous improvement.
• Support disaster recovery and business continuity planning, ensuring high availability and resilience of critical systems.
• Document infrastructure design, architecture decisions, and operational procedures for transparency and team enablement.

Infrastructure Platform Engineer

Executive Assistant

• Manage the CEO’s time with foresight, ensuring alignment with organizational priorities.
• Build and maintain relationships with key stakeholders, including board members, investors, and external partners.
• Partner with the Chief of Staff to ensure seamless planning for ELT events and other operational needs.
• Coordinate logistics for the CEO’s travel to customer and prospect visits, events, and conferences, including booking transportation and stay..
• Prioritize and prepare the CEO for meetings, such as preparing materials for customer meetings, board discussions, and speaking engagements.
• Lead logistics and coordination for ELT meetings and offsites, including scheduling and agenda.
• Own office management tasks, ensuring an efficient and professional workplace environment.
• Coordinate company-wide meetings, such as All Hands, including scheduling and logistics.

Executive Assistant – CEO

Product Manager

• Build enterprise-grade AI agents: As an Agent PM at Fieldguide, you will be responsible for partnering directly with our engineers and most strategic customers to build and ship AI agents that power multi-million dollar audit and assurance engagements for the Fortune 500
• Engage with top audit firms in the world: In the role, you will engage with all levels of our most strategic customers:
• Discover and assess their requirements.
• Prepare and present demonstrations of Fieldguide’s agents
• Address and overcome technical challenges in the business process by working with technical counterparts
• Develop and improve agents to fit and anticipate our customers’ needs and business processes
• Become trusted advisors and drive strategic technical strategies for our customers.
• Shape the product roadmap: Work with engineering and product development teams to scope and implement new features essential to the success of your customers.
• This is primarily an in-person role with at least 3 days a week in our San Francisco office. It’ll require occasional travel (once a month) to be onsite with our clients

Lead Product Manager, Strategic Accounts

• Lead end-to-end discovery, ideation, and validation of new product opportunities
• Define and launch MVPs with clear scope, success criteria, and informed trade-offs
• Collaborate with cross-functional teams to rapidly test, iterate, and deliver product concepts
• Validate financial, technical, and operational assumptions to ensure long-term scalability
• Analyze user feedback and product data to drive continuous improvement post-launch
• Align product direction with strategic objectives and measurable business outcomes
• Engage designers, engineers, and analysts in shaping product strategy and key decisions
• This is primarily an in-person role with at least 3 days a week in our San Francisco office. It’ll require occasional travel (once a month) to be onsite with our clients

Senior Product Manager, New Bets

• Own and evolve the core components of the Fieldguide Platform, including permissions, integrations, and sheets, which underpin our long-term product strategy.
• Dive deep into technical details while maintaining an unwavering focus on delivering a simple, intuitive, and delightful customer experience.
• Partner closely across product, engineering, design, marketing, and customer-facing teams to architect an extensible, reliable platform that supports the needs of both internal product teams and Fieldguide’s growing customer base.

Lead Product Manager, Platform

Operations

• Own the systems, data, and processes that power a world-class Customer Success organization
• Partner closely with CS Leadership, RevOps, Product, and GTM Systems to ensure our platforms support an efficient, insights-driven customer journey
• Design and implement scalable playbooks, automated workflows, verified outcome tracking, and reporting frameworks
• Build CS dashboards and reporting frameworks for GRR, NRR, health trends, pacing, verified outcomes, and renewal forecasts
• Pull and synthesize data from multiple sources to build centralized Tableau dashboards
• Lead CS enablement strategy for onboarding, tool rollouts, new playbooks, and process changes
• Create and maintain internal documentation and self-service content

Senior Manager, CS Operations

Customer Success Manager

• Own a portfolio of Fieldguide’s largest and most strategic accounts, responsible for the retention, growth, and success of each relationship across contracted practice areas
• Serve as the primary executive-facing point of contact, building trusted advisor relationships with key stakeholders from senior managers to partners and firm executives
• Drive strategic adoption and long-term engagement, ensuring customers fully realize the value of the platform and use it to meet evolving business goals
• Run quarterly and annual Executive Business Reviews (EBRs) to align on goals, showcase outcomes, and secure continued alignment with client leadership
• Collaborate with Account Management and Revenue teams to influence renewals, expansions, and referrals through strong usage trends and strategic alignment
• Become a Fieldguide product expert, providing enablement, best practices, and roadmap alignment to drive adoption across frameworks and teams
• Serve as the voice of the customer internally—partnering with Product, Engineering, and Support to escalate feedback and drive solution delivery
• Own and exceed KPIs for Gross Revenue Retention, Net Retention, NPS, and contract pacing
• Leverage customer insights to inform scalable playbooks and success frameworks, helping evolve how we support large, complex firms at scale

Senior Customer Success Manager

Recruitment

• Schedule and coordinate complex interviews across multiple time zones
• Manage interview coordination logistics including calendar management and interview prep materials
• Act as the primary point of contact for candidates
• Process offer letters and onboarding paperwork
• Collaborate with recruiting leadership to implement process improvements
• Support maintaining accurate candidate records

Recruiting Operations Coordinator

Full-stack Engineer

• Design, build, and deliver high-quality features that drive customer and business impact
• Build and iterate on AI agents that handle document analysis, workflow automation, and decision support
• Collaborate cross-functionally with product and design 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

Software Engineer, Agents

• Design, build, and deliver high-quality features that drive customer and business impact
• Collaborate cross-functionally with product and design 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

Software Engineer

• Drive global strategy: Orchestrate account strategy across regions, guiding international sellers and ensuring alignment toward shared revenue goals.
• Own strategic accounts: Manage a targeted list of global firms, overseeing the full sales cycle from prospecting to close.
• Drive revenue growth: Consistently achieve and exceed revenue targets and sales metrics across your global portfolio.
• Own complex project management: Coordinate stakeholders and deliverables across global accounts to advance large-scale opportunities.
• Build executive trust: Establish yourself as a trusted advisor with global decision-makers, aligning Fieldguide’s solutions to business needs and strategic objectives.
• Lead compelling engagements: Deliver executive-level presentations and solution walkthroughs that resonate across diverse stakeholders.
• Coordinate cross-functionally: Partner with Solutions, Finance, Product, and Marketing teams to deliver globally consistent yet locally relevant customer outcomes.
• Develop playbooks: Capture learnings and best practices to continuously refine Fieldguide’s enterprise and global sales processes.
• Represent Fieldguide globally: Attend key industry conferences and networking events to strengthen our global presence and open new opportunities.
• Travel up to 30% expected.

Global Account Executive

People Operations

• Own and elevate the onboarding experience from pre-boarding through orientation
• Guide employees through smooth and thoughtful offboarding experiences and automate processes
• Continuously improve workflows across People systems (Rippling and 15Five) and automate recurring processes like reviews, surveys, and reporting
• Assist in drafting and refreshing company policies and turning them into clear, easy-to-use resources
• Support employees through leave of absence process by coordinating with Sparrow
• Leverage AI tools and emerging technologies to streamline systems and automate manual processes
• Uphold compliance with legal and regulatory requirements, including training, policy acknowledgements, recordkeeping, reporting, and audits
• Maintain clean, reliable employee data by running audits in Rippling and designing automated reporting
• Be the first point of contact for employee questions on People programs, benefits, and payroll while building self-service resources
• Enhance the in-office employee experience in San Francisco by keeping the space inviting, stocked, and introducing vendors or tools

Senior People Operations Coordinator

AI Engineer

• Architect and implement end-to-end solutions that embed large language models into core product
• Design retrieval-augmented generation workflows and implement RAG pipelines to ground LLMs in domain-specific data
• Integrate and optimize vector databases or embedding stores
• Prototype prompts and integrations, implement backend deployment and monitoring for ML features
• Ensure AI outputs are accurate, safe, and useful; blend model outputs with deterministic logic
• Design infrastructure to support AI features at scale; collaborate with infra/DevOps on microservices, job queues, caching, and monitoring
• Define measurable success criteria and build evaluation pipelines including automated tests and human-in-the-loop reviews
• Partner with Product, Design, and domain experts; mentor engineers and lead internal knowledge sharing

Senior AI Engineer

Business Development Rep

• Source new business and shape process: drive outbound efforts to build the sales pipeline and support Account Executives
• Build trust with prospects: educate customer prospects about Fieldguide using internal business cases and speak to value/ROI
• Be a Fieldguide expert: build expertise across the platform and understand product roadmap, industry drivers, and competitor landscape
• Improve and iterate continuously: partner with VP of Sales to iterate on sales motion, processes, infrastructure, and collateral
• Make the perfect handoff: work closely with Account Executives to ensure a smooth transition for sales demo calls
• Act as first line of communication with prospects: research leads, kick off new relationships, and set closers up for success

Business Development Representative

Director

• Lead a team of implementation professionals, technical delivery, and change management to ensure client satisfaction and maximize product value.
• Recruit, hire, and develop a high-performing team of implementation professionals; provide mentorship and guidance.
• Work hands-on with customers and technology to design, build, and implement solutions that ensure successful adoption and measurable business impact.
• Develop and execute effective change management strategies; collaborate with clients to identify and mitigate risks.
• Build and maintain strong relationships with clients; proactively address client concerns and identify opportunities for product enhancements and growth.
• Manage complex implementation projects from start to finish; develop and execute comprehensive project plans and coordinate with cross-functional teams.

Director, Implementation

Product Marketing

• Fieldguide builds software to automate and streamline assurance and audit work in cybersecurity, privacy, and financial audit.
• Lead product marketing for Fieldguide’s Advisory segment (cybersecurity, IT advisory, compliance frameworks like ISO, HITRUST, PCI, CSA).
• Craft differentiated positioning and practitioner-focused storytelling for Audit-Grade Agents, translating AI capabilities into practitioner language.
• Drive end-to-end GTM planning, launches, execution, and measurement for advisory-focused products and features.
• Partner with Demand Gen, Sales Enablement, Product, Sales, CS, and Partnerships to create campaigns, collateral, demos, and customer stories.
• Act as voice of the market: conduct research, win/loss analysis, and competitive intelligence to inform roadmap and GTM strategy.
• Scale PMM function with systems and playbooks replicable across product lines.