Fieldguide

Customer Success Manager

• Own adoption and success for a portfolio of Fieldguide advisory customers, with accountability for usage, outcomes, and long-term retention
• Drive deep platform adoption across advisory teams by actively working inside the product to configure workflows, templates, and engagement structures
• Translate advisory methodologies, service offerings, and best practices into scalable, repeatable Fieldguide workflows
• Partner directly with advisory teams to improve engagement execution, delivery consistency, and client outcomes through better workflow design
• Lead customer enablement, training, and change management to help teams move away from bespoke, manual, or legacy delivery models
• Identify usage gaps, inefficiencies, and delivery risks, and proactively recommend improvements
• Serve as a practitioner-advisor—comfortably challenging teams to adopt stronger, more scalable advisory practices
• Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world advisory feedback and influence roadmap priorities
• Support renewals and expansion by ensuring customers are realizing clear, provable value across advisory service lines
• 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, Advisory

Solutions Engineer

• Partner with Account Executives to understand prospects’ challenges and articulate Fieldguide’s value proposition, vision, and strategy to prospects
• Build credibility with the 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
• Contribute to the 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
• Partner with Customer Success to enable complex onboarding of 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

Marketing

• Build the partner marketing strategy from zero: define investment levels by partner, program types by partner category, MDF allocation framework, and a quarterly co-marketing calendar
• Bring a structured point of view to each new partner negotiation, advising on which marketing commitments and MDF amounts are worth pursuing and what is realistically activatable
• Prioritize the partner marketing portfolio with data and pipeline impact in mind, and bring clear recommendations to partnerships and marketing leadership regularly
• Own end-to-end production of co-branded assets including one-pagers, case studies, solution briefs, landing pages, and joint webinar content
• Write campaign briefs for partner-originated programs and coordinate execution with the demand gen, field and ABM teams
• Serve as the marketing point of contact for partners, managing inbound requests, timelines, and deliverable quality
• Support planning and execution of Tier 3 events when field marketing capacity is constrained during peak event season
• Manage Fieldguide's content presence inside partner-owned portals such as BDO and Allinial Global, keeping assets current and adding new content as positioning evolves
• Stand up Fieldguide's own partner portal from zero, designed as an onboarding and implementation hub for new partners and alliances
• Create and maintain enablement materials so partner sales reps can position Fieldguide accurately and confidently
• Coordinate with product marketing to keep all partner-facing content aligned to current positioning
• Own the external partner onboarding motion: orient new partners to Fieldguide's co-marketing process, establish portal access, align on the co-marketing plan, and set delivery expectations
• Operationalize the internal marketing side of each new partnership: brief DG, stand up initial assets, and ensure the partner is reflected in Fieldguide systems and cadences
• Build and maintain an internal partner wiki that gives AEs, BDRs, and CSMs the context they need to engage effectively in partner-adjacent conversations, including partner profiles, co-sell guidance, and where to find materials
• Keep internal documentation current as the partner portfolio grows and positioning evolves
• Own partner-influenced and partner-sourced pipeline attribution in HubSpot
• Build and maintain a regular reporting cadence for partnerships and marketing leadership covering deal flow, MDF utilization, and campaign performance
• Flag gaps in partner activity or underperforming programs with data to support decisions

Partnership Marketing Manager

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
• 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

Senior Product Designer, Audit

DevOps Engineer

• Lead the design and evolution of highly scalable, fault-tolerant distributed systems across our cloud infrastructure.
• Define and drive adoption of SLOs, SLIs, and error budgets across engineering teams.
• Architect and continuously improve observability platforms (metrics, logging, tracing).
• Own reliability strategy and roadmap, proactively identifying risks and driving long-term improvements.
• Lead cross-team initiatives to improve system performance, scalability, and resilience.
• Establish and enforce best practices for incident response, on-call, and operational excellence.
• Drive root cause analysis and systemic improvements through blameless postmortems.
• Champion automation and reduction of operational toil.
• Guide capacity planning, load testing, and performance optimization efforts.
• Design and validate disaster recovery, failover strategies, and resilience testing.
• Mentor and coach engineers to elevate reliability engineering maturity.
• Partner with Staff engineers across the organization to drive meaningful change
• Partner with leadership to align business goals with reliability investments.

Staff Site Reliability Engineer

• Design and operate highly scalable, fault-tolerant systems that support production workloads across a distributed cloud environment.
• Define and implement Service Level Objectives (SLOs), Service Level Indicators (SLIs), and error budgets to guide reliability decisions.
• Build and improve observability systems (metrics, logs, tracing) to provide deep visibility into system behavior and performance.
• Lead efforts to improve system reliability and performance, including capacity planning, load testing, and performance tuning.
• Automate operational processes to reduce manual toil and improve system consistency and resilience.
• Partner with engineering teams to design systems with reliability and scalability built in from the start.
• Participate in and improve incident response, on-call practices, and post-incident reviews, focusing on root cause analysis and systemic improvements.
• Drive continuous improvement of system resilience, including disaster recovery and chaos testing.
• Establish best practices for monitoring, alerting, and incident management to ensure rapid detection and resolution of issues.
• Advocate for reliability-focused engineering culture, including blameless postmortems and operational excellence.

Senior Site Reliability Engineer

Performance Marketing

• Own Email Nurture & Lifecycle Campaigns: Plan, execute, and optimize segmented email nurture programs and lifecycle campaigns with personalized messaging. Partner with Marketing Ops for execution, testing, and measurement.
• Leverage AI Across Campaign Execution: Actively use AI tools to streamline workflows, accelerate content creation, personalize messaging at scale, and continuously find smarter ways to execute across all channels
• Run the Webinar Program: Drive webinar promotion, logistics, and post-event follow-up to maximize lead generation and engagement.
• Own Paid Advertising: Plan and run paid search and LinkedIn campaigns - handling keyword management, bid strategy, ad copy, audience segmentation. Leverage AI to automate as much as possible.
• Report on Campaign Performance: Own biweekly performance reporting across all demand generation channels—tracking key metrics, surfacing insights, and flagging optimizations to keep campaigns performing against goals.

Demand Generation Manager

General Counsel

• Own negotiation and execution of all commercial agreements—MSAs, SaaS subscription agreements, DPAs, BAAs, and NDAs—with Fieldguide's enterprise accounting firm customers
• Build and maintain a contract playbook with tiered positions by clause type and a standard paper library so nothing starts from scratch; leverage AI / Agentic solutions to scale legal operations, build institutional memory that compounds in value over time
• Own AI and data licensing negotiations such as data use rights, model risk provisions, output ownership, IP indemnification, and maintain Fieldguide's AI commercial policy framework and open source compliance program
• Review and maintain employment agreements, contractor agreements, and offer letters; advise People team on multi-state and international compliance
• Serve as the company's primary legal liaison to the board on corporate governance matters, including board documentation, equity records, and corporate filings in coordination with Finance

Senior Counsel

Director

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Director, Implementation – Audit

Full-stack Engineer

• Investigate escalations across frontend (JavaScript), APIs, and data flows
• Reproduce issues and identify root causes
• Work across the stack to understand system behavior
• Write and ship small-to-medium fixes (PRs)
• Improve reliability and reduce repeat issues
• Contribute incremental product improvements
• Act as the technical escalation point for support representatives
• Provide clear guidance and unblock issues quickly
• Help improve debugging workflows and internal playbooks
• Translate structured customer feedback into actionable technical issues
• Provide T-shirt sizing (S / M / L) from an engineering perspective
• Identify small, high-impact fixes that can be shipped quickly
• Help close the loop on resolved issues
• Identify recurring issues and eliminate them
• Improve logging, observability, and debugging processes
• Build lightweight tooling or scripts to improve efficiency

Software Engineer – Production Support

Implementation Specialist

• Build trust with customers.
• Guide growth.
• Build champions.
• Advocate for the customer.
• Mitigate risks.
• Measure and document progress.

Implementation Consultant, Audit

AI Engineer

• Design and build a unified evaluation platform that serves as the single source of truth for all of our agentic systems and audit workflows
• Build observability systems that surface agent behavior, trace execution, and failure modes in production, and feedback loops that turn production failures into first-class evaluation cases
• Own the evaluation infrastructure stack including integration with LangSmith and LangGraph.
• Translate customer problems into concrete agent behaviors and workflows
• Integrate and orchestrate LLMs, tools, retrieval systems, and logic into cohesive, reliable agent experiences
• Build automated pipelines that evaluate new models against all critical workflows within hours of release
• Design evaluation harnesses for our most complex Agentic systems and workflows
• Implement comparison frameworks that measure effectiveness, consistency, latency, and cost across model versions
• Design guardrails and monitoring systems that catch quality regressions before they reach customers
• Use AI as core leverage in how you design, build, test, and iterate
• Prototype quickly to resolve uncertainty, then harden systems for enterprise-grade reliability
• Build evaluations, feedback mechanisms, and guardrails so agents improve over time
• Work with SMEs and ML Engineers to create evaluation datasets by curating production traces.
• Design prompts, retrieval pipelines, and agent orchestration systems that perform reliably at scale
• Define and document evaluation standards, best practices, and processes for the engineering organization
• Advocate for evaluation-driven development and make it easy for the team to write and run evals
• Partner with product and ML engineers to integrate evaluation requirements into agent development from day one
• Take full ownership of large product areas rather than executing on narrow tasks

AI Engineer, Quality – Evals

Recruitment

• build, coach, and lead a high-performing, globally distributed talent acquisition team
• create a culture of ownership, data-driven continuous improvement, and high standards across the recruiting function
• act as a trusted advisor to founders, executives, and hiring managers
• use AI to synthesize pipeline data, team performance signals, and market intelligence
• contribute to the build of a compelling employer brand
• design candidate experiences that reflect who Fieldguide is
• partner with Marketing and People Ops
• continuously improve recruiting processes, tools, and vendor relationships
• define and track meaningful recruiting metrics
• stay current on market trends
• own the talent acquisition roadmap and continuously evolve it as the business scales
• maintain operating credibility and trusted advisor status

Customer Success Engineer, Advisory

Senior Solutions Engineer

Partnership Marketing Manager

Senior Product Designer, Audit

Staff Site Reliability Engineer

Senior Site Reliability Engineer

Demand Generation Manager

Senior Counsel

Director, Implementation – Audit

Software Engineer – Production Support

Implementation Consultant, Audit

Customer Success Engineer, Advisory

AI Engineer, Quality – Evals

Director, Talent Acquisition