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Solutions Engineer, Advisory

Fieldguide · San Francisco, California

Location
San Francisco, California, United States
Workplace
Remote
Employment
Full time
Level
Mid level
Posted
2 months ago

About this role

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 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 risk advisory or assurance is a must.

  • 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

As published by Fieldguide. Applications are handled on their site.

Skills this posting mentions

SalesforceSales ProcessCRM

About Fieldguide

Fieldguide is a leading AI-native platform transforming how audit, advisory, and assurance work gets done. Purpose-built for regulated environments, Fieldguide brings professionals and agentic AI together to modernize engagement delivery from planning through close, enabling audit and advisory practitioners to deliver higher-quality work, strengthen client experiences, and unlock growth for the decade ahead. Fieldguide is trusted by leading firms including KPMG, RSM US LLP, Baker Tilly, CBIZ, BDO, Grant Thornton, Forvis Mazars, CLA (CliftonLarsonAllen), CohnReznick, Wipfli LLP, Carr Riggs & Ingram, Cherry Bekaert, Aprio LLP, UHY Advisors Inc., Weaver, LBMC, Elliott Davis, Frazier & Deeter, Cohen & Co, BerryDunn, Schellman, and Warren Averett, among others. Fieldguide is also the recipient of the Accounting Today Top New Products Award as well as a five time winner of the CPA Practice Advisor Technology Innovation Award. Fieldguide is headquartered in San Francisco and backed by Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Thomson Reuters, and other leading investors. Fieldguide announced its $75m series C in February 2026 and has raised $125m to date.

All 36 openings at Fieldguide

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Apply to Fieldguide with a resume written for this role.

Queue Solutions Engineer, Advisory and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Fieldguide’s form for you.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • 25 sent a week, free
  • No card
  • Nothing sent until you say so

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Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • New matches ranked and written before you are up.
  • Every bullet stays inside what your history supports. Nothing invented.
  • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

500 free credits on sign-up. No card. Nothing is sent until you say so.

Listed from the job board Fieldguide publishes. Refolk is not the employer and does not handle their hiring. Applications go to Fieldguide directly.