About the Role:
The Fieldguide 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 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
2+ 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
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Healthcare Strength — Healthcare coverage is broad, including medical, dental, vision, mental health, life/AD&D, disability, and HSA/FSA options. Public listings also indicate near‑full employer-paid premiums in some cases, reinforcing depth of coverage.
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Leave & Time Off Breadth — Time‑off policies emphasize flexible or unlimited PTO, paid holidays and sick leave, and generous parental leave. Role descriptions and benefits overviews consistently highlight these elements.
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Equity Value & Accessibility — Equity through stock options is presented as a core component of total rewards. Job postings and company materials position meaningful ownership as part of the package.
Fieldguide Insights
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.
