--- title: 'Solutions Engineer, Advisory at Fieldguide' canonical: 'https://feeny.ai/job/solutions-engineer-advisory-fieldguide-san-francisco-ca-or-d5pet4ne9pyj' type: 'job' last_seen: '2026-09-07' --- # Solutions Engineer, Advisory at Fieldguide - **Company:** Fieldguide - **Location:** San Francisco CA OR, United States - **Compensation:** $120k–$235k - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-08-12 - **Last confirmed live:** 2026-09-07 - **Apply:** https://jobs.ashbyhq.com/fieldguide/aeb595bf-6826-42d0-92df-0de6c2c400e5 ## 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, 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 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 ## About Fieldguide ## Company Overview - **One-liner**: Fieldguide is an AI-native platform that automates audit and advisory engagements for professional services firms, replacing manual workflows with agentic AI and collaborative tools. - **Entity Type**: Private (Series C, $125.3M total funding) - **Headquarters**: San Francisco, California, United States - **Founded**: 2020 - **Founders**: Jin Chang (CEO/Co-Founder) and Chris Szymansky (CTO/Co-Founder) ## Core Business - **Primary Industry**: Vertical AI for Audit & Advisory (Regulatory Compliance, Risk Advisory, Financial Audit, SOC Readiness, IT Audit, Cybersecurity & Privacy, ESG) - **Target Customers**: B2B — Audit and advisory practices (CPA firms, risk advisory firms, internal audit teams) ranging from top 100 firms to regional practices. Clients include KPMG, RSM US LLP, Baker Tilly, BDO, Grant Thornton, Forvis Mazars, CLA, CohnReznick, and many others. - **Mission/Purpose**: "Increase trust in commerce and capital markets" by amplifying the assurance and advisory engagement experience through automation and AI. ## Products & Services - **Fieldguide AI Platform**: The core end-to-end engagement management platform where practitioners and AI agents work together. Covers planning, testing, evidence review, reporting, and client collaboration. - **Field Agents (Agentic AI)**: Purpose-built AI agents that automate end-to-end test procedures — validating evidence, summarizing results, and flagging exceptions. Includes Testing Agents, Substantive Testing Agents, Request Agents, and Agentic Chat. - **AI Actions**: Handles recurring tasks across entire workpapers (drafting walkthroughs, suggesting test plans). - **Client Hub**: Automated modern request management with a client-facing portal. - **Reporting Automation**: One-click collaborative report generation. - **Document Management**: Enterprise-grade workpaper management. - **End-to-End Engagement Management**: Centralized platform for planning, execution, and delivery across every practice area and methodology. ## Market Standing - **Valuation**: Not disclosed (last round: Series C, $75M, announced February 2026) - **Total Funding**: $125.3M (8 rounds) - **Key Metric**: Annual Revenue of $7.5M (156 employees) - **Notable Investors**: Growth Equity at Goldman Sachs Alternatives (lead, Series C), Bessemer Venture Partners, 8VC, Thomson Reuters, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries. Corporate investment from KPMG (2025). - **Growth Signals**: 64.5% YoY headcount growth (+78 people); 50% of the top 100 firms trust Fieldguide; 32% reduction in engagement hours for customers; 70% reduction in manual testing time; 95% reduction in manual testing time for certain workflows; error rate of less than 1% versus manual processes; 5-time winner of CPA Practice Advisor Technology Innovation Award. ## Competitive Advantages - **Vertical AI Moat**: Purpose-built for regulated audit and advisory environments, not a generic AI tool. Field Agents are trained on industry standards (SOX, HIPAA, FFIEC, HITRUST, PCI DSS) and firm methodologies. - **Founder-Market Fit**: Both co-founders have deep industry experience — Jin Chang spent 5 years at EY in audit & advisory; Chris Szymansky has a technical background and founded a crypto tax automation company. - **Network Effects**: As more firms use the platform, the AI agents improve across methodologies and regulatory frameworks, creating a data moat. - **Top-Tier Customer Base**: Already adopted by 50% of the top 100 firms, including Big Four (KPMG) and national leaders (RSM, Baker Tilly, BDO, Grant Thornton), providing credibility and a strong reference base. - **Capital & Strategic Backing**: Backed by Goldman Sachs Alternatives, Bessemer, 8VC, and a strategic investment from KPMG — signaling both financial strength and industry validation. ## Strategic Focus - **Agentic AI First**: Doubling down on autonomous AI agents that execute testing, documentation, and evidence review, allowing practitioners to focus on judgment and client impact. - **Platform Expansion**: Moving beyond audit into risk advisory, SOC, ESG, cybersecurity, and other assurance practices — becoming the single platform for all trust services. - **Geographic Growth**: Expanding presence with offices/hubs in San Francisco (HQ), Denver, New York, Seoul, Los Angeles, Austin, Detroit, Pittsburgh, Toronto, London, Seattle, and Singapore. - **Talent Acquisition**: Aggressively hiring (+105.6% YoY job posting growth) across engineering, customer success, sales, and marketing to scale the platform. ## Why Work Here - **Mission-Driven**: Work that directly increases trust in commerce and capital markets — a meaningful, high-impact problem. - **Remote-Friendly Culture**: Described as a "remote-friendly, global company" with hubs across the US, Canada, UK, Ireland, South Korea, and Singapore. Not fully remote but flexible. - **Strong Engineering Culture**: Cross-functional teams with autonomy and focus on core metrics. Engineers work on cutting-edge agentic AI problems in a high-regulation environment. - **Learning Opportunity**: Daily exposure to industry experts (former auditors on staff) who share knowledge — no prior audit experience needed. - **Perks & Benefits**: Competitive compensation, stock options, flexible PTO, wellness benefits, technology reimbursement, company offsites. - **Culture Values**: "Loveable" (create mutual value, earn trust), "Fearless" (inspire, break down walls), "Fast" (launch fast, iterate to perfection), "Inclusive" (scale best ideas with inclusive teams), "Owners" (execute with ownership), "Deliver happiness & 11 star experiences." - **Talent Density**: Team includes alumni from Meta, Amazon, Brex, Carta, EY, Thomson Reuters, FloQast, LaunchDarkly — high-caliber peers. ## Sources 1. [fieldguide.io](https://www.fieldguide.io/) 2. [fieldguide.io/about](https://www.fieldguide.io/about) 3. [fieldguide.io/careers](https://www.fieldguide.io/careers) 4. [linkedin.com/company/fieldguide-inc](https://www.linkedin.com/company/fieldguide-inc) 5. [ycombinator.com/companies/fieldguide](https://www.ycombinator.com/companies/fieldguide) ## Other roles at Fieldguide - [Senior Manager, Product Strategy & Operations](https://feeny.ai/job/senior-manager-product-strategy-operations-fieldguide-san-francisco-ca-or-1xath58awwmh) — San Francisco CA OR, United States - [FP&A Manager](https://feeny.ai/job/fp-a-manager-fieldguide-san-francisco-ca-or-dy0xv3s8h6cr) — San Francisco CA OR, United States - [Senior Motion Designer](https://feeny.ai/job/senior-motion-designer-fieldguide-united-states-4dwxey0cdfhg) — United States - [Senior Product Designer](https://feeny.ai/job/senior-product-designer-fieldguide-united-states-pp6ekyzxr6ra) — United States - [Lead/Principal Product Manager, Tax Agents](https://feeny.ai/job/lead-principal-product-manager-tax-agents-fieldguide-san-francisco-ca-or-5p6wbd4z75fb) — San Francisco CA OR, United States - [Implementation Consultant, EMEA](https://feeny.ai/job/implementation-consultant-emea-fieldguide-united-kingdom-6bhy5wm528fb) — United Kingdom - [Senior Performance Marketing Manager](https://feeny.ai/job/senior-performance-marketing-manager-fieldguide-san-francisco-ca-or-f23vafhmfwv6) — San Francisco CA OR, United States - [Enterprise Account Executive, Public Sector](https://feeny.ai/job/enterprise-account-executive-public-sector-fieldguide-united-states-hw4fgy9rc4tx) — United States - [Enterprise Account Executive (Corporate Internal Audit)](https://feeny.ai/job/enterprise-account-executive-corporate-internal-audit-fieldguide-san-francisco-75xfg6rwvq2z) — San Francisco CA OR, United States - [Senior Customer Success Enablement Manager](https://feeny.ai/job/senior-customer-success-enablement-manager-fieldguide-united-states-nz662hvwjvzx) — United States