
11 - 50 employees
🤖 Artificial Intelligence
💸 Finance
☁️ SaaS
Artificial Intelligence • Finance • SaaS
Fieldguide is a modern, award-winning AI platform designed for advisory and audit firms. It helps streamline engagements, increase efficiency, and improve client satisfaction through its end-to-end engagement analytics. The platform supports various services, including risk advisory, cybersecurity and privacy, regulatory compliance, SOC readiness and audits, IT audits, and financial audits. Fieldguide integrates with popular productivity and IT tools to provide a seamless user experience, allowing for automated management of requests, documents, and reports. Trusted by top industry firms, Fieldguide enhances the practice of audit and advisory services with AI-driven innovations that save time and improve margins.
🔥 0 minutes ago
🏄 California – Remote
💵 $200k - $250k / year
⏰ Full Time
🟠 Senior
🔴 Lead
🤝 Client Partner
🦅 H1B Visa Sponsor
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11 - 50 employees
🤖 Artificial Intelligence
💸 Finance
☁️ SaaS
Artificial Intelligence • Finance • SaaS
Fieldguide is a modern, award-winning AI platform designed for advisory and audit firms. It helps streamline engagements, increase efficiency, and improve client satisfaction through its end-to-end engagement analytics. The platform supports various services, including risk advisory, cybersecurity and privacy, regulatory compliance, SOC readiness and audits, IT audits, and financial audits. Fieldguide integrates with popular productivity and IT tools to provide a seamless user experience, allowing for automated management of requests, documents, and reports. Trusted by top industry firms, Fieldguide enhances the practice of audit and advisory services with AI-driven innovations that save time and improve margins.
• Build and own enterprise-wide account plans that align Fieldguide’s strategic value with the customer’s vision, priorities, and business outcomes. • Coordinate and drive cross-practice initiatives — connecting Advisory, Audit, Technology, and operational leaders with internal Fieldguide product and delivery resources. • Partner with the Strat AE on expansion opportunity identification, prioritization, and execution. • Serve as a trusted advisor and point of strategic coordination across executives and senior leaders at customer organizations. • Facilitate executive business reviews (EBRs) and alignment sessions that reinforce value delivered, unlock sponsorship, and deepen strategic partnerships. • Orchestrate internal Fieldguide teams (AE. ELTm Product, CSE, CS, RevOps, Marketing) to remove blockers, streamline delivery, and ensure proactive outcomes. • Act as the integrated linchpin across functions — reducing friction and accelerating customer momentum. • Establish playbooks, frameworks, and repeatable patterns for managing enterprise complexity, tracking initiatives, and reporting progress. • Use qualitative insights and quantitative signals to inform strategic decisions and improve customer experience and outcomes. • Advocate for customer needs internally — shaping product and roadmap discussions based on deep customer insights. • Represent Fieldguide at customer events, industry forums, and executive gatherings to elevate Fieldguide’s brand and strategic value.
• Strategic thinker with 8+ years of experience in enterprise account leadership, program leadership, or customer success strategy. • Proven success managing complex, multi-threaded customer relationships at scale. • Exceptional communicator with executive presence and a consultative approach to building trust. • Able to influence without authority — internally and externally. • Comfortable navigating ambiguity, driving alignment across teams, and accelerating outcomes in fast-paced environments. • Deep empathy for customers and a passion for enabling their success. • Experience in SaaS, enterprise software, or professional services is a plus.
• Competitive compensation packages with meaningful ownership • Unlimited PTO • 401k • Wellness benefits starting on your first day • Technology & Work from Home reimbursement • Flexible work schedules
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