Solutions Engineer, Financial Audit

Fieldguide
San Francisco
Workplace: RemoteFull timeUSD 120,000 - 150,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Presentation","Communication","Networking","Teamwork","Goal orientation"]

Lead customer-facing solution engineering for enterprise CPA firms, partnering with Account Executives to drive Proof of Value technical validation, product demonstrations, and persuasive deal narratives. Build credibility with technical champions and C-suite stakeholders, manage discoveries tied to decision criteria, and help orchestrate complex sales cycles. Collaborate with Customer Success, Engineering, Product, and Design to resolve technical challenges and inform roadmap direction.

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Fieldguide
Fieldguide
1 month ago

Solutions Engineer, Financial Audit

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Lead customer-facing solution engineering for enterprise CPA firms, partnering with Account Executives to drive Proof of Value technical validation, product demonstrations, and persuasive deal narratives. Build credibility with technical champions and C-suite stakeholders, manage discoveries tied to decision criteria, and help orchestrate complex sales cycles. Collaborate with Customer Success, Engineering, Product, and Design to resolve technical challenges and inform roadmap direction.
Location: San Francisco
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Partner with Account Executives to understand prospect challenges and articulate Fieldguide’s value proposition, vision, and strategy.
  • •Build credibility with technical champions and lead technical validations during the Proof of Value phase.
  • •Manage the discovery process to uncover customer needs and requirements tied to decision criteria and business issues.
  • •Present and demonstrate the product persuasively, manage questions and objections, and help drive deal closure.
  • •Partner with Customer Success, and collaborate with Engineering, Product, and Design to resolve technical problems and inform roadmap insights.

Pay and Benefits

Salary: USD 120,000 - 150,000 annually
Equity and Bonus:Equity

Key Requirements

  • •3+ years of hands-on customer-facing enterprise solutions engineering experience, with demonstrated success influencing SaaS deals.
  • •3+ years of experience in financial audit at a public accounting firm.
  • •Experience leading product demonstrations with C-suite executives while maintaining poise and confidence.
  • •Sales process and infrastructure experience, including working knowledge of a leading CRM (Salesforce, Hubspot, etc.).
  • •Preferred: industry knowledge of assurance and advisory services, ideally with exposure to cybersecurity or regulatory standards.
Experience:3+ yearsSaaSFinancial auditPublic accountingEnterprise salesAssurance
Skills:PresentationCommunicationNetworkingTeamworkGoal orientation
Tech Stack:SalesforceHubspot

Company Brief

Fieldguide
Provides an agentic AI platform that automates and manages end-to-end audit, advisory, and compliance engagements for CPA and consulting firms, improving efficiency, margins, and client outcomes.
Industry: Enterprise Software
Company Size: Medium (51 to 250 employees)
Revenue: USD 1M to 5M
Growth: Growth Stage Startup
Funding: Series B
Headquarters: San Francisco, United States
Founded: 2020
Glassdoor
Glassdoor: 4.6
WebsiteLinkedInGlassdoor