Drive new business and shape our growth. You’ll build and manage a strong sales pipeline through self-sourced outreach and close collaboration with Account Executives. Making introductions, scheduling demos, and leading thoughtful, customer-first outreach campaigns that drive Fieldguide’s growth.
Earn trust and spark interest. Engage new and existing leads through creative, personalized outreach that builds credibility and excitement for Fieldguide. You’ll educate prospects using real business cases, clearly demonstrating our value, ROI, and impact through authentic conversations over phone or Zoom.
Become a Fieldguide expert. Develop deep expertise in the Fieldguide platform, staying current on our product roadmap, industry trends, and competitive landscape to understand the forces driving technology and automation in our space.
Continuously improve and innovate. Learn the nuances of different service lines and buyer personas while helping refine our sales playbook to maximize efficiency and effectiveness.
Coordinate effortless handoffs. Partner closely with Account Executives to ensure every demo call transition is smooth and sets the stage for success. Your work will be instrumental in fueling the entire company pipeline and supporting the SDR team’s mission.

Requirements

Proven ability to build strong relationships, be research-driven, ask thoughtful questions, and stay highly organized.
You’re intrinsically motivated to exceed goals, with proven ability to meet or exceed activity and pipeline targets in a quota-driven environment.
You embody grit, curiosity, and emotional intelligence. You’re coachable, eager to learn, and resilient in the face of challenges. You know how to read a room, ask the right questions, and guide meaningful conversations that lead to real solutions.
You’re highly organized, detail-oriented, and an exceptional communicator who can simplify complex ideas with confidence. You excel in fast-paced, customer-facing environments and are comfortable using productivity tools and spreadsheets to stay sharp and efficient.
Comfortable with cold calling, objection handling, and navigating challenging conversations.
Bonus Points:
1+ years of BDR, SDR, Account Management, or Account Executive experience - including prospect research, multi-threading accounts, and qualifying leads.
Accounting industry knowledge, including but not limited to assurance and advisory services, ideally with exposure to cybersecurity or regulatory standards.

Benefits

Competitive compensation packages with meaningful ownership
Unlimited PTO
401k
Wellness benefits, including a bundle of free therapy sessions
Technology & Work from Home reimbursement
Flexible work schedules

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales pipeline managementprospect researchlead qualificationcold callingobjection handlingcustomer outreachsales playbook refinementquota-driven performanceROI demonstrationtechnology and automation understanding

Soft Skills

relationship buildingorganizational skillsemotional intelligencecuriositygritcommunication skillsdetail-orientedcoachabilityresilienceproblem-solving