Head of Solutions, Assurance & Audit

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 Head of Solutions at Fieldguide leads the high-performing Solution Engineering and Customer Onboarding teams for Assurance/Audit.  As the leader of this team, you are responsible for setting the industry benchmark for delivering excellence to Fieldguide customers.  From pre-sales and implementation to ongoing best practice consulting, this team will provide the deep domain knowledge needed to maximize the value of the Fieldguide platform. 

What You’ll Do:

• Driving Successful Outcomes with Pre-Sales & Onboarding:

  • Define and implement impactful Pre-Sales strategies, best practices, and cadences to showcase Fieldguide's value proposition to win new prospects and client upsells/expansions.

  • Collaborate with Sales leadership to align Pre-Sales activities with sales goals and objectives.

  • Oversee the creation and maintenance of Pre-Sales documentation (presentations, proposals, demo storyboards).

  • Enable Onboarding Consultants to deliver effective customer implementations/launches with goals, project planning, configuration, training, and a roadmap for Fieldguide value realization.

  • Proactively identify and mitigate potential roadblocks to customer success.

  • Ensure seamless communication and collaboration with internal teams (Engineering, Product, Design, Customer Success, Sales) to deliver customer solutions.

  • Measure and document customer progress through various metrics and milestones.

• Product, Solution & Process Improvement:

  • Ensure the Solutions team stays current with industry trends, emerging technologies, and best practices within the Advisory Industry.

  • Work closely with the Engineering Product Design teams to capture customer feedback and inform product enhancements.

  • Be the voice of the customer internally, communicating their needs and influencing product roadmap, internal processes, and future onboarding iterations.

  • Focus on continuous improvement by analyzing workflows to develop customer solutions, collaborating with cross-functional teams for innovation, maintaining clear documentation, and utilizing metrics to optimize customer journeys, internal processes, and overall effectiveness.

  • Document the value Fieldguide delivers to customers through compelling case studies, new use cases, and success metrics.

  • Deliver KPI and internal metrics that demonstrate the value and success of the Solutions team.

• Building Customer Relationships:

  • Develop and maintain strong relationships with key stakeholders, including customers, partners, and internal teams, to drive business growth and foster exceptional customer satisfaction.

  • Cultivate customer champions within organizations and empower them to leverage Fieldguide effectively.

• Team Development:

  • Provide coaching, mentorship, and guidance to ensure team’s success and development.

  • Foster a strong working relationship between the pre-sales solution engineers and post-sales onboarding consultants.

  • Implement strategies to create subject matter experts within the solution engineering and onboarding team on specific industry verticals or product areas.

About You:

• 10+ years of experience in Solution Engineering, Pre-Sales, Customer Onboarding, or a related function, with at least 5 years in a leadership role.

• Deep domain expertise in the Assurance/Audit or broader Advisory industry, with an understanding of customer challenges and workflows.

• Proven track record of building, scaling, and leading high-performing teams in a high-growth SaaS or technology-driven environment.

• Strong ability to develop and execute pre-sales and post-sales strategies that drive new business, upsells, and expansions.

• Experience overseeing customer onboarding and implementation processes, ensuring successful adoption and long-term value realization.

• Excellent cross-functional collaboration skills, with the ability to work closely with Sales, Product, Engineering, Design, and Customer Success teams.

• Strategic mindset with a hands-on approach to problem-solving, process optimization, and continuous improvement.

• Strong communication and presentation skills, with the ability to influence both internal stakeholders and customers at all levels.

• Passion for mentoring and developing teams, fostering a culture of innovation, excellence, and customer-first thinking.

• Data-driven approach to measuring success, with experience tracking KPIs, customer milestones, and team performance metrics.

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