Solutions Engineer, Financial Audit

Posted Yesterday
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2 Locations
In-Office or Remote
120K-150K Annually
Senior level
Artificial Intelligence • Software
We Power the People that Power Trust through Agentic Solutions
The Role
Lead pre-sales technical engagements for enterprise CPA firms: run demos, validate solutions during Proof of Value, support sales cycles, drive adoption, and partner with Sales, Product, Engineering, and Customer Success to influence roadmap and enable complex enterprise onboarding.
Summary Generated by Built In

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 financial audit. 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 Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, 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 bringing together 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 Fieldguide Senior Solutions Engineer is the primary solution lead with customers and prospects in all markets. Our customers are some of the nation’s top enterprise CPA firms and the product they select will be rapidly adopted by practitioners, and will have lasting impacts to their growing organization. Fieldguide’s business growth relies heavily on acquisition of new customers in all markets, and hence this is a highly visible pre-sales role.

As a Fieldguide platform expert, you will facilitate product demonstrations, convey our value proposition, and advise customers on industry best practices. The Senior Solutions Engineer partners closely with Account Executives on all enterprise level customers. This role crafts impactful customer engagements that drive a high volume of adoption in a fast-paced environment.

What You’ll Do:

  • Effectively partner with Account Executives to understand prospects’ challenges and articulate Fieldguide’s value proposition, vision, and strategy to prospects

  • Build credibility with 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

  • Participate and contribute to the enterprise 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 and resolve concerns

  • Partner with Customer Success to enable complex onboarding of enterprise 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

About You:

  • 3+ years of hands on customer facing enterprise solutions engineering experience, with demonstrated success persuading and influencing SaaS deals

  • 3+ years of experience in financial audit at a public accounting firm

  • Experience walking through product demonstrations with C-suite executives while maintaining poise and confidence

  • Intrinsically motivated to exceed goals, you don’t get intimidated, but rather get excited by ambitious goals

  • Undeniable executive presence with acute attention to what to say, and perhaps more importantly, how to say it. You have excellent speaking and presentation skills and a unique savviness for networking in complex business situations

  • Sales process and infrastructure experience, including excellent working knowledge of at least one leading CRM (Salesforce, Hubspot, etc)

  • You are a team player, and you are mission-first. You’re joining a hard-working team that trusts each other deeply. We won’t compromise on this

  • Preferred: Industry knowledge of assurance and advisory services, preferably with exposure to cybersecurity or regulatory standards

Skills Required

  • 3+ years of hands-on customer-facing enterprise solutions engineering experience
  • 3+ years of experience in financial audit at a public accounting firm
  • Experience presenting product demonstrations to C-suite executives
  • Sales process and infrastructure experience, including working knowledge of at least one leading CRM (Salesforce, HubSpot, etc.)
  • Executive presence, strong speaking and presentation skills
  • Ability to partner with cross-functional teams (Sales, Product, Engineering, Customer Success)
  • Preferred: Industry knowledge of assurance and advisory services, exposure to cybersecurity or regulatory standards

Fieldguide Compensation & Benefits Highlights

  • Healthcare Strength Core coverage spans medical, dental, vision, HSA/FSA, mental health, life/AD&D, and disability, indicating broad protection. Wellness benefits are also highlighted alongside standard insurance options.
  • Leave & Time Off Breadth Policies emphasize flexible or “unlimited” PTO with paid holidays and sick leave to support time away. Remote-work options further enable balance around time off and schedules.
  • Equity Value & Accessibility Stock options are commonly included, with performance bonuses referenced as part of total rewards. These elements offer upside potential beyond base pay.

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

What We Do

Build the expertise the rest of the industry will follow. Fieldguide is establishing a new state of trust for global commerce and capital markets by automating and streamlining the work of assurance and audit practitioners. We build agentic software for the people who enable trust between businesses. This is where deep professional expertise meets cutting-edge AI. Our team is reimagining how the world's trust is earned, and we're building the people who define how AI works in a domain with real stakes and high data complexity. If you want a career the rest of your industry hasn't caught up to yet, you'll find it here. Backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, and Y Combinator, we are on a growth journey few companies realize.

Why Work With Us

You'll matter here. We're an early-stage company where your work has outsized impact. We've already launched Field Agents, agentic AI that transforms audit and advisory workflows, and we're just getting started. What you build here will be followed by the rest of the industry.

Fieldguide Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
HQSan Francisco, California

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