AI Transformation Lead

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2 Locations
In-Office or Remote
170K-250K Annually
Software
The Role

About Us:

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and ESG (Environmental, Social, Governance). Put simply, we build software for the people who enable trust between businesses. 

We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.

We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.

As an early stage start-up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

About the Role:

The AI Transformation Lead is Fieldguide's primary AI expert. In this role, you will have the opportunity to not only work on individual client projects but also to contribute to the development of standardized processes and methodologies for future AI endeavors. Candidates should be proactive, adaptable, and committed to driving innovation in client engagements.

What You’ll Do:

  • Client Collaboration: Engage with clients to comprehend their existing workflows, challenges, and objectives. Cultivate a deep understanding of their audit processes and pain points.

  • AI Opportunity Identification: Identify opportunities where Fieldguide’s AI capabilities can be implemented to enhance the quality, accuracy, and efficiency of audit workflows. Propose and demo AI solutions to address specific practitioner needs in support of CS expansion opportunities.

  • AI Configuration: Collaborate with clients to review and fine-tune AI functionality, ensuring alignment with their requirements and expectations. Gather feedback and iterate on AI functionality as needed to enhance performance and usability.

  • Training and Rollout: Lead the coordination of training sessions for clients to familiarize them with AI actions and their functionalities. Oversee the seamless rollout of AI solutions within client organizations, ensuring smooth implementation and adoption.

  • Performance Measurement: Establish metrics and KPIs to measure the impact and effectiveness of AI solutions on client workflows. Monitor and analyze performance data to assess the success of AI implementations and identify areas for improvement.

  • Process Standardization: Develop and document standardized processes and best practices for AI solution deployment and client engagement. Create a repository of reusable resources and methodologies that can be leveraged by future AI Solutions teams.

  • Prompt Engineering: Develop and engineer AI-driven prompts aimed at streamlining practitioner workflows.

About You:

  • Deep understanding of AI technologies, including machine learning, natural language processing, and automation and at least 4+ years of experience with AI vertical SaaS solutions.

  • Proven experience in management consulting for enterprise AI transformation projects.

  • Strong analytical and problem-solving skills, with the ability to translate complex client requirements into practical AI solutions.

  • Excellent communication and interpersonal skills, with the ability to effectively collaborate with clients and internal teams.

  • Demonstrated ability to manage multiple projects simultaneously and drive them to successful completion.

  • Experience in developing and delivering training sessions or workshops is a plus.

  • Familiarity with Agile methodologies and project management tools is desirable.

  • Deep industry knowledge and at least 4+ years of experience in audit and advisory services at a public accounting firm is preferred.

  • Bachelor's degree in Computer Science, Engineering, Business, Accounting, or a related field. Master's degree preferred.

More about Fieldguide:

Fieldguide is a values-based company. Our values are:

  • Fearless - Inspire & break down seemingly impossible walls.

  • Fast - Launch fast with excellence, iterate to perfection.

  • Lovable - ​​Deliver happiness & 11 star experiences. 

  • Owners - Execute & run the business with ownership.

  • Win-win - Create mutual value & earn trust for life. 

  • Inclusive - Scale the best ideas with inclusive teams. 

Some of our benefits include: 

  • 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

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The Company
HQ: San Francisco, California
62 Employees
Year Founded: 2020

What We Do

Fieldguide offers market-leading Artificial Intelligence and Cloud for Advisory and Audit firms. Built by former Big Four practitioners and veteran technology leaders, our platform digitizes the end-to-end engagement workflow on a single, cloud-native platform. Fieldguide's AI Advisory & Audit Cloud is trusted by top CPA firms to unlock growth, increase margins, and delight clients. Fieldguide AI is award winning, being recognized by CPA Practice Advisor (3x Technology Innovation Award) and Accounting Today (2x Top New Product). Fieldguide is based in San Francisco, and backed by top investors like 8VC, Floodgate, Y Combinator, Fourth Realm, Justin Kan, Eric Ries, and many more

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