Head of Solutions, Fieldguide
Assurance & Audit
$170-235k
+ Equity + Bonus
Software for assurance & advisory firms
Open for applications
Software for assurance & advisory firms
21-100 employees
Open for applications
$170-235k
+ Equity + Bonus
21-100 employees
Company mission
Fieldguide's mission is to increase trust in commerce and capital markets.
Role
Who you are
- 10+ years of experience in Solution Engineering, Pre-Sales, Customer Onboarding, or a related function, with at least 5 years in a leadership role
- Deep domain expertise in the Assurance/Audit or broader Advisory industry, with an understanding of customer challenges and workflows
- Proven track record of building, scaling, and leading high-performing teams in a high-growth SaaS or technology-driven environment
- Strong ability to develop and execute pre-sales and post-sales strategies that drive new business, upsells, and expansions
- Experience overseeing customer onboarding and implementation processes, ensuring successful adoption and long-term value realization
- Excellent cross-functional collaboration skills, with the ability to work closely with Sales, Product, Engineering, Design, and Customer Success teams
- Strategic mindset with a hands-on approach to problem-solving, process optimization, and continuous improvement
- Strong communication and presentation skills, with the ability to influence both internal stakeholders and customers at all levels
- Passion for mentoring and developing teams, fostering a culture of innovation, excellence, and customer-first thinking
- Data-driven approach to measuring success, with experience tracking KPIs, customer milestones, and team performance metrics
What the job involves
- The Head of Solutions at Fieldguide leads the high-performing Solution Engineering and Customer Onboarding teams for Assurance/Audit
- As the leader of this team, you are responsible for setting the industry benchmark for delivering excellence to Fieldguide customers
- From pre-sales and implementation to ongoing best practice consulting, this team will provide the deep domain knowledge needed to maximize the value of the Fieldguide platform
- Define and implement impactful Pre-Sales strategies, best practices, and cadences to showcase Fieldguide's value proposition to win new prospects and client upsells/expansions
- Collaborate with Sales leadership to align Pre-Sales activities with sales goals and objectives
- Oversee the creation and maintenance of Pre-Sales documentation (presentations, proposals, demo storyboards)
- Enable Onboarding Consultants to deliver effective customer implementations/launches with goals, project planning, configuration, training, and a roadmap for Fieldguide value realization
- Proactively identify and mitigate potential roadblocks to customer success
- Ensure seamless communication and collaboration with internal teams (Engineering, Product, Design, Customer Success, Sales) to deliver customer solutions
- Measure and document customer progress through various metrics and milestones
- Ensure the Solutions team stays current with industry trends, emerging technologies, and best practices within the Advisory Industry
- Work closely with the Engineering Product Design teams to capture customer feedback and inform product enhancements
- Be the voice of the customer internally, communicating their needs and influencing product roadmap, internal processes, and future onboarding iterations
- Focus on continuous improvement by analyzing workflows to develop customer solutions, collaborating with cross-functional teams for innovation, maintaining clear documentation, and utilizing metrics to optimize customer journeys, internal processes, and overall effectiveness
- Document the value Fieldguide delivers to customers through compelling case studies, new use cases, and success metrics
- Deliver KPI and internal metrics that demonstrate the value and success of the Solutions team
- Develop and maintain strong relationships with key stakeholders, including customers, partners, and internal teams, to drive business growth and foster exceptional customer satisfaction
- Cultivate customer champions within organizations and empower them to leverage Fieldguide effectively
- Provide coaching, mentorship, and guidance to ensure team’s success and development
- Foster a strong working relationship between the pre-sales solution engineers and post-sales onboarding consultants
- Implement strategies to create subject matter experts within the solution engineering and onboarding team on specific industry verticals or product areas
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 3 rounds)
Mar 2024
$30m
SERIES B
Mar 2022
$17m
SERIES A
Total funding: $47.2m
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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