Strategic Account Partner- Audit Transformation

Doist; San Francisco (CA); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Unlimited PTO

401k

Wellness benefits

Tech & Work from Home reimbursement

Flexible work schedules

Ownership

Job summary

Fieldguide is scaling its approach to supporting enterprise accounts. The Strategic Account Partner is a customer-facing, strategic orchestration leader working with the Strategic Account Executive(s), Customer Success, and cross-functional teams to ensure enterprise customers are delighted, expanding, and deeply partnered with Fieldguide.

This role requires 8+ years in enterprise account leadership or related fields, with 5+ years in audit, assurance, or related professional services.

Qualifications

• 8+ years of experience in enterprise account leadership, program leadership, or customer success strategy.
• 5+ years in audit, assurance, or a closely related professional-services domain.
• Proven success managing complex, multi-threaded customer relationships at scale.
• Exceptional communicator with executive presence and a consultative approach.

Responsibilities

• Build and own enterprise-wide account plans aligning Fieldguide’s value with the customer’s vision and outcomes.
• Coordinate cross-practice initiatives across Advisory, Audit, Technology, and operations.
• Partner with strategic AE on expansion opportunities and execution.
• Serve as trusted advisor to executives and drive executive business reviews.
• Orchestrate internal Fieldguide teams to remove blockers and accelerate outcomes.
• Establish playbooks and metrics to track progress and inform strategy.
• Represent Fieldguide at events to elevate brand and value.

Skills

Enterprise account leadership

Program leadership

Customer success strategy

Executive engagement

Cross-functional collaboration

Job description

About FieldguideFieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of advisory, audit, and tax practitioners at the world's largest CPA firms. Put simply, we build software for the people who enable trust between businesses.We're headquartered in San Francisco, CA and 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 in 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 that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.

As a growth stage startup employee, you'll have the opportunity to build out the future of business trust. We make audit practitioners' lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

Role Summary

Fieldguide is scaling its approach to supporting our largest, most complex enterprise accounts. The Strategic Account Partner is a customer-facing, strategic orchestration leader for our largest accounts - enabling cross-organizational alignment, driving growth initiatives, and ensuring customers realize the full value of their investment. Unlike a traditional PMO, this role is externally oriented and deeply embedded in customer success, expansion strategy, executive engagement, and multi-stakeholder orchestration.

This is a rare opportunity to bring your own audit, assurance, or advisory background directly into the work. Rather than translating your domain expertise for someone else, you'll be the person firm leadership turns to because you've actually done the work yourself

As a Strategic Account Partner, you will work alongside our Strategic Account Executive(s), Customer Success teams, exec teams, and cross-functional partners to ensure that enterprise customers are delighted, expanding, and deeply partnered with Fieldguide.

What You’ll Do

Customer Strategy & Expansion

• Build and own enterprise-wide account plans that align Fieldguide’s strategic value with the customer’s vision, priorities, and business outcomes.
• Coordinate and drive cross-practice initiatives - connecting Advisory, Audit, Technology, and operational leaders with internal Fieldguide product and delivery resources.
• Partner with the Strat AE on expansion opportunity identification, prioritization, and execution.

Executive & Stakeholder Engagement

• Serve as a trusted advisor and point of strategic coordination across executives and senior leaders at customer organizations.
• Facilitate executive business reviews (EBRs) and alignment sessions that reinforce value delivered, unlock sponsorship, and deepen strategic partnerships.

Cross-Functional Enablement

• Orchestrate internal Fieldguide teams (AE. ELTm Product, CSE, CS, RevOps, Marketing) to remove blockers, streamline delivery, and ensure proactive outcomes.
• Act as the integrated linchpin across functions - reducing friction and accelerating customer momentum.

Operational Excellence

• Establish playbooks, frameworks, and repeatable patterns for managing enterprise complexity, tracking initiatives, and reporting progress.
• Use qualitative insights and quantitative signals to inform strategic decisions and improve customer experience and outcomes.

Thought Leadership

• Advocate for customer needs internally - shaping product and roadmap discussions based on deep customer insights.
• Represent Fieldguide at customer events, industry forums, and executive gatherings to elevate Fieldguide’s brand and strategic value.

Who You Are

• We're looking for someone who thrives in ambiguity, loves solving complex puzzles, and can juggle multiple high-value priorities with grace.
• Strategic thinker with 8+ years of experience in enterprise account leadership, program leadership, or customer success strategy.
• 5+ years experience in audit, assurance, or a closely related professional-services domain
• Proven success managing complex, multi-threaded customer relationships at scale.
• Exceptional communicator with executive presence and a consultative approach to building trust.
• Able to influence without authority - internally and externally.
• Comfortable navigating ambiguity, driving alignment across teams, and accelerating outcomes in fast-paced environments.
• Deep empathy for customers and a passion for enabling their success.
• Experience in SaaS, enterprise software, or professional services is a plus.

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:

• Competitive compensation packages with meaningful ownership
• Unlimited PTO
• 401k
• Wellness benefits starting on your first day
• Technology & Work from Home reimbursement
• Flexible work schedules