Solutions Engineer, Financial Audit
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
Technologies
Salesforce · Hubspot · CRM · SaaS · Proof of Value
About Fieldguide
AI-native engagement platform for audit and advisory firms that combines practitioner workflows, client collaboration, and domain-specific agents across regulated assurance work.
Series C · 100–200 people
Job description
The full responsibilities and requirements are on the employer’s site.
Open application page ↗Source and classification
Technical pre-sales · Evidence for this classification:
self-reflective about the kind of team and culture we are building, seeking teammates who are not only strong in their own aptitudes, but who also care deeply about supporting each other’s growth. As an early-stage startup employee, you’ll have the opportunity to help build the future of business trust. We make audit practitioners’ lives easier by consolidating up to 50% of their work and improving work-life balance. If you share our values and enthusiasm for building a great culture and product, you’ll find a home at Fieldguide. 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
More from the job description
About Us 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, specifically in cybersecurity, privacy, and financial audits. 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 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 we are building, seeking teammates who are not only strong in their own aptitudes, but who also care deeply about supporting each other’s growth. As an early-stage startup employee, you’ll have the opportunity to help build the future of business trust. We make audit practitioners’ lives easier by consolidating up to 50% of their work and improving work-life balance. If you share our values and enthusiasm for building a great culture and product, [... source excerpt omitted ...] hey 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 [... source excerpt omitted ...] locity 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, an
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