Fieldguide Finance/FinTech

Senior Solutions Architect

Remote Full-time

About Us Fieldguide is establishing a new state of trust for global commerce and capital markets by augmenting the work of assurance and audit practitioners with AI agents. The value we bring firms: Expertise, amplified. We are based in San Francisco and have raised over $125M+ in venture funding from top Silicon Valley investors to accomplish our ambitious vision, including Goldman Sachs, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, Justin Kan, Elad Gil, and more.

We are the leading transformation partner for agentic audit and advisory with more than 50% of the top 100 CPA firms as customers, including several Big 4, and an industry-leading NPS to match. We save up to 75% of time on manual tasks and unlock over 4x capacity for audit practitioners, helping provide the work-life balance that is rare in the profession. Fieldguide's trajectory matches where later-stage vertical AI leaders were at this point in their journey, and you'd be joining early enough to have a meaningful impact.

Fieldguide values diversity, both in backgrounds and in experiences to help build the future of audit and advisory. We are deliberate in preserving a winning culture with our FFLOWI values - Fearless, Fast, Lovable, Owners, Win-Win, Inclusive - providing space for teammates to do their career’s best work through a tightly knit support network. If you want to shape the most important shift in how commerce and capital markets establish trust, alongside world-class teammates, Fieldguide would love to build with you.

About the Role The Fieldguide Senior Solutions Architect, Agentic Audit Solutions is the primary technical solution lead for prospects and existing customers across all markets, spanning both new business and our growing expansion motion. Our customers are some of the nation's top enterprise CPA firms, and the agentic workflows you help design and prove out will be rapidly adopted by practitioners and have a lasting impact on how their organizations operate.

This role sits at the intersection of pre-sales and post-sales expansion: you'll build proofs of concept and proofs of value that demonstrate how Fieldguide's agentic solutions solve real, high-value problems, whether you're helping land a new logo or helping an existing customer expand into new agentic use cases. Many of our customers want to expand into agents and see how their own data performs within them. This role exists to scale that validation work: you will build proofs of value and agents using customer data, and establish a standardized, repeatable process so every proof of value is faster to run and more likely to succeed.

As a Fieldguide platform expert, you will design and build tailored POCs/POVs, facilitate product demonstrations, convey our value proposition, and advise customers on industry best practices for adopting agentic workflows. You will partner closely with Account Executives on new business cycles, and with Customer Success/Account Management on expansion opportunities, ensuring a consistent, high-caliber technical experience regardless of where a customer is in their lifecycle with Fieldguide.

What You'll Do - Design, build, and iterate on proofs of concept (POCs) and proofs of value (POVs) that show Fieldguide's agentic solutions solving specific customer problems, using real or representative customer data and workflows - Define and refine a standardized POV process, including data requirements and success criteria agreed up front, so proofs of value start with usable inputs and clear guardrails - Partner with Account Executives and Customer Success/Account Managers to win new business and expansion deals, from discovery through leading technical validation in the Proof of Value phase, to increase sales velocity and close deals - Present and demonstrate agentic capabilities persuasively, tailored to each customer's decision criteria and business issues, and build credibility with technical champions - Handle customer questions and objections, including technical concerns around agentic AI (data handling, accuracy, control, auditability) - Support complex enterprise onboarding with Customer Success as agentic use cases go live - Work with Sales, Marketing, Engineering, Product, and Design on deal strategy and technical problems, and relay customer needs to influence the agentic roadmap and keep customers informed of it - Create reusable content, templates, and trainings from successful POC/POV patterns for both new business and expansion - Embody Fieldguide's core leadership principles and cultural values Who You Are - 3+ years of hands-on, customer-facing solutions engineering experience, with demonstrated success building technical proofs of concept and influencing enterprise SaaS deals - Hands-on experience either in pre-sales, building and delivering proofs of value, proofs of concept, or feature validations, or in post-sales implementation, deploying the product and demonstrating value to customers - Hands-on experience working with agentic AI/LLM-based tools in a customer-facing context: configuring and prompting them to stand up a working demo or proof-of-value environment (not just presenting static slides) - Experience walking through technical demonstrations with C-suite executives while maintaining poise and confidence - Intrinsically motivated to exceed goals: you get excited by ambitious targets rather than intimidated by them - Strong executive presence with excellent speaking and presentation skills, and a knack for navigating complex business/technical conversations - Sales process and infrastructure experience, including working knowledge of a leading CRM (Salesforce, HubSpot, etc.) - A team player who is mission-first, joining a group that trusts each other deeply Bonus Points - 2+ years of experience in financial audit at a public accounting firm - Light scripting (e.g., Python) or integrating via APIs - Industry knowledge of assurance and advisory services, particularly with exposure to cybersecurity or regulatory standards More about Fieldguide: Fieldguide is a values-based company.

Our values are: - Fearless - Inspire & break down seemingly impossible walls. - Fast - Launch fast with excellence, iterate to perfection. - Lovable - Deliver happiness & 11 star experiences. - Owners - Execute & run the business with ownership. - Win-win - Create mutual value & earn trust for life. - Inclusive - Scale the best ideas with inclusive teams. Some of our benefits include: - Comprehensive health coverage (medical, vision, dental), plus life and disability insurance - Equity stock options - Paid public holidays, flexible PTO and flexible work schedules - 401(k) plan through Human Interest - Wellness benefits - Technology and work from home reimbursement - Paid parental leave

Job description provided by Fieldguide.
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