Fieldguide is an enterprise software company building automation and collaboration software for assurance and advisory firms.
Built by former Big Four practitioners and experienced technology leaders, our platform digitizes the end-to-end engagement workflow on a single, cloud-native platform.
Fieldguide is trusted by top CPA firms to boost margins, win new business, and build stronger client relationships.
We are backed by top venture capital firms, including 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, and more.

Fieldguide

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account-executive

Fieldguide is a modern, award-winning AI platform designed for advisory and audit firms. It helps streamline engagements, increase efficiency, and improve client satisfaction through its end-to-end engagement analytics. The platform supports various services, including risk advisory, cybersecurity and privacy, regulatory compliance, SOC readiness and audits, IT audits, and financial audits. Fieldguide integrates with popular productivity and IT tools to provide a seamless user experience, allowing for automated management of requests, documents, and reports. Trusted by top industry firms, Fieldguide enhances the practice of audit and advisory services with AI-driven innovations that save time and improve margins.

Fieldguide is an enterprise software company building automation and collaboration software for assurance and advisory firms. Built by former Big Four practitioners and experienced technology leaders, our platform digitizes the end-to-end engagement workflow on a single, cloud-native platform. Fieldguide is trusted by top CPA firms to boost margins, win new business, and build stronger client relationships. We are backed by top venture capital firms, including 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, and more.

• Sell Fieldguide's AI Advisory & Audit Cloud solutions as the company expands into new territories
• Prospect, identify, and convert new business development opportunities for net new SMB accounts
• Own a targeted account list and oversee the full sales cycle from prospecting to close
• Achieve and exceed revenue targets and key sales metrics
• Build trust-based relationships with key decision-makers through thought leadership and discovery
• Develop and implement sales strategies using the MEDDICC sales methodology
• Collaborate with Solutions, Finance, Product, Marketing, BDRs, and Customer Success
• Set strategic direction to maximize market potential within the assigned territory
• Present solution walkthroughs based on discovery insights
• Create, ideate, and execute key account and territory plans
• Maintain CRM diligence, forecasting accuracy, and clear communication with internal stakeholders
• Attend networking events and conferences to generate new business opportunities
• Travel up to 30% regionally and nationally
• Report to the Senior Manager, Sales

SMB Account Executive

SMB Account Executive selling Fieldguide’s AI Advisory & Audit Cloud to Canadian CPA firms. Managing full-cycle sales, territory strategy, and trust-based relationships.

Fieldguide

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SMB Account Executive

Fieldguide