Solutions Engineer, Financial Audit

Fieldguide; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Fieldguide is seeking an experienced Solutions Engineer to lead pre‑sales efforts with enterprise CPA firms and prospective customers in all markets. You will facilitate product demonstrations, articulate our value proposition, and guide complex sales conversations across the org.

You will partner with Account Executives, orchestrate technical validations, and help drive adoption in a fast‑paced environment while collaborating with Product, Engineering, and Customer Success teams.

Qualifications

• 3+ years in hands-on enterprise solutions engineering with SaaS deals.
• Experience presenting to C‑suite executives and maintaining poise.
• Proven track record of persuading and influencing buying decisions.
• Strong executive presence and persuasive communication skills.
• Working knowledge of CRM systems (Salesforce, HubSpot).
• Team player with a focus on mission and results.

Responsibilities

• Partner with Account Executives to understand challenges and articulate Fieldguide value.
• Build credibility with technical champions at prospects.
• Lead technical validations during Proof of Value phases.
• Increase sales velocity and contribute to closing deals.
• Participate in enterprise sales processes and best practices initiatives.
• Discovery to uncover needs and decision criteria.
• Present the product persuasively based on messages and criteria.
• Resolve customer questions and objections effectively.
• Collaborate with Customer Success for onboarding of enterprise clients.
• Work with Sales, Marketing, Engineering, Product, and Design on strategies.
• Provide product feedback to influence roadmaps and market success.
• Ensure roadmap clarity to influence buying decisions.
• Create content and trainings for key areas; mentor extended team.

Skills

Enterprise solutions engineering

C-suite demos

CRM proficiency

Negotiation

Team collaboration

Tools

Salesforce

HubSpot

Job description

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 CPA 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 financial audit at a public accounting firm
• 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