SMB Account Executive, Fieldguide
$75-85k
Offers Equity • Offers Commission
More information about location
Software for assurance & advisory firms
Be an early applicant
Software for assurance & advisory firms
21-100 employees
Be an early applicant
$75-85k
Offers Equity • Offers Commission
More information about location
21-100 employees
Company mission
Fieldguide's mission is to increase trust in commerce and capital markets.
Role
Who you are
- Experience as an Account Executive, with a focus on net new logos and a proven track record of exceeding quota and selling complex software solutions to mid-market accounts
- Experience working for and/or selling directly to audit, advisory, or assurance firms is strongly preferred
- Strong project management skills, with the ability to coordinate stakeholders and drive large, complex deals across the finish line
- Capacity to engage deeply and broadly across an account—executives, practitioners, and technical teams—to influence stakeholders and drive meaningful change
- Able to manage complex, multithreaded sales processes involving customer stakeholders from executives to day-to-day product users
- Experience independently managing a complete sales cycle from prospecting to negotiation to close
- Team player who collaborates effectively across internal teams (Solutions, BDRs, Finance, Product, Marketing, Customer Success, etc.)
- Motivated by building sales processes in a rapidly changing startup and being part of a team-oriented selling environment, demonstrating adaptability, resourcefulness, and mentorship
What the job involves
- As a full cycle SMB Account Executive, you will be responsible for selling Fieldguide's AI Advisory & Audit Cloud solutions as we expand into new territories this coming year
- Your main responsibilities will be prospecting, identifying, and converting new business development opportunities for net new SMB accounts
- This role will require working closely with CPA firms in the U.S., where you will navigate a complex, multithreaded sales motion
- By taking a consultative, partner-oriented approach, you will guide firms as they undergo a significant technology shift in the industry—positioning Fieldguide not just as a vendor, but as a true AI partner
- In the SMB space, where many firms are family-owned and deeply community-oriented, you will build authentic, trust-based relationships that respect their legacy while helping them embrace innovation
- Through deep discovery and values-based selling, you will help these firms understand how Fieldguide’s platform can drive efficiency, modernization, and competitive differentiation, ultimately redefining the future of audit and advisory services
- This position will report to the Senior Sales Manager and is located remotely in the United States. - Denver, CO is strongly preferred
- Own a targeted account list of key SMB accounts, overseeing the full sales cycle from prospecting to close
- Achieve and exceed revenue targets and key sales metrics
- Build strong, trust-based relationships with key decision-makers by providing thought leadership, understanding their business needs, and aligning Fieldguide’s solutions accordingly
- Develop and implement sales strategies aligned to goals and targets by leveraging the MEDDICC sales methodology
- Collaborate cross-functionally with teams including Solutions, Finance, Product, and Marketing to ensure customer needs and expectations are met throughout the sales process
- Set strategic direction to maximize market potential within your assigned territory through effective planning and execution
- Present compelling solution walkthroughs to prospects using insights uncovered during discovery
- Own the creation, ideation, and execution of key account and territory plans
- Maintain CRM diligence, forecasting accuracy, and clear communication with internal stakeholders related to your territory
- Attend networking events and conferences to build relationships that generate new business opportunities
- Up to 30% regional and national travel
Our take
Fieldguide offers a cloud-native collaboration and automation platform for accounting and advisory practices. The idea is to make workflow and collaboration more streamlined, and automate parts of it altogether, for teams working on cybersecurity, risk, and ESG audits.
Fieldguide has launched with a focus on three high-demand and high-growth areas of business. With cybersecurity and ESG in particular seeing increased corporate investment, thanks to the steep costs of error or regulatory non-compliance, demand for tech that can help manage this influx of auditing work is likely to grow fast. Indeed, Fieldguide has received an impressive funding injection which will see the company looking to expand the kinds of audit their product applies to, as well as aggressively growing their team.
Fieldguide has already netted some key audit and advisory firms as clients and a substantial Series B funding round, suggesting that the young company is onto something good. Internal productivity tools are seeing a boom across multiple industries, with automation also seeing a significant uptake for enterprise businesses. If Fieldguide can successfully manage its scale-up, it could become an important software player.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
55% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Mar 2024
$30m
SERIES B
Mar 2022
$17m
SERIES A
Total funding: $47.4m
Company benefits
- Health
- Dental
- PTO
Company HQ
Eureka Valley, San Francisco, CA
Leadership
Chris Szymansky
(CTO)Previously co-founded live video streaming platform Vivo, before moving on to work in software development at Fireman Creative. Subsequently held various high level positions, including CTO at JazzHR, and VP of Engineering, Product, and Design at Atrium.
Jin Chang
(CEO)Originally a Management Consultant at EY, before co-founding blockchain aggregation API company, Bitbutter. Moved on to serve as Chief of Staff at Atrium.
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