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Full-Time

Business Development Representative

Posted on 6/16/2024

Fieldguide

Fieldguide

51-200 employees

AI-powered platform for audit and advisory

Enterprise Software
Fintech
AI & Machine Learning
Financial Services

Entry, Junior

Remote in USA

Category
Business Development
Business & Strategy
Required Skills
Sales
Requirements
  • Hands-on BDR experience
  • Intrinsically motivated to exceed goals
  • Experience in researching strategic leads
  • Proven track record of success
  • Industry knowledge of assurance and advisory services
  • 6-12 months in a closing sales role
Responsibilities
  • Source new business and shape process
  • Build trust with prospects
  • Be a Fieldguide expert
  • Improve and iterate continuously
  • Make the perfect handoff

Fieldguide provides a platform that enhances the audit and advisory processes for businesses in the financial technology sector. Its main product, the AI Advisory & Audit Cloud, uses artificial intelligence to streamline tasks, saving time and improving client satisfaction. The platform is designed for large advisory and audit firms, supporting various regulatory frameworks like SOX and HIPAA, making it adaptable for different audit needs. Fieldguide differentiates itself from competitors by offering a subscription-based service that includes features like engagement management, workpaper management, automated request management, and collaborative report generation, all aimed at increasing efficiency and reducing communication overhead. The goal of Fieldguide is to help firms improve their operational effectiveness and profitability through advanced technology.

Company Stage

Series B

Total Funding

$50.2M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

30%

1 year growth

60%

2 year growth

127%
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Simplify's Take

What believers are saying

  • Fieldguide's recent $30M Series B funding will enable the company to expand its market reach and enhance its AI capabilities, positioning it for significant growth.
  • The launch of Fieldguide Insights and other advanced capabilities demonstrates the company's commitment to innovation and improving client relations.
  • Partnerships with major accounting associations like Allinial Global highlight Fieldguide's influence and potential for widespread adoption in the industry.

What critics are saying

  • The competitive landscape in the financial technology sector is intense, requiring Fieldguide to continuously innovate to maintain its edge.
  • Reliance on AI technology means that any shortcomings or failures in the AI system could significantly impact client trust and satisfaction.

What makes Fieldguide unique

  • Fieldguide leverages AI to streamline audit and advisory processes, offering a unique end-to-end platform that enhances efficiency and accuracy, unlike traditional methods.
  • The platform's ability to handle a wide range of regulatory frameworks, including SOX, HIPAA, and FFIEC, makes it versatile and highly adaptable for various audit and advisory engagements.
  • Fieldguide's subscription-based model ensures a steady revenue stream while providing continuous updates and improvements, setting it apart from competitors with less reliable revenue models.
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