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Fieldguide

Builds AI software for audit and advisory firms

Product Support Representative

Customer SupportConfirmed live in the last 24 hours
Full-timeRemote in USA$52k - $75k /yr

About the Job

Requirements

  • 1 to 3 years of customer support experience in a customer-facing technical role; support, implementation, solutions, or support combined with engineering experience counts.
  • Startup or scale-up experience, including working across multiple responsibilities without full documentation.
  • Ability to take ownership of projects end-to-end and complete them with minimal direction or oversight.
  • Ability to adapt quickly to changing processes and customer needs.
  • Must be comfortable working 2pm to 11pm Pacific Time.

Responsibilities

  • Respond quickly and accurately to client requests for assistance.
  • Provide technical support for Fieldguide's platform by troubleshooting issues via email, phone, or chat, investigating and reproducing problems, and working with Engineering on fixes when needed.
  • Guide customers through platform features and functionalities, providing tips and best practices for effective use.
  • Communicate customer needs to Engineering, Product, and Design to help shape the product roadmap.
  • Help customers participate in deployment of beta features and facilitate frequent feedback.
  • Assist with customer database setup and template creation to support onboarding and retention.
  • Contribute to and update online help resources, FAQs, and support documentation.

Desired Qualifications

  • Familiarity with integrating merge tags in Microsoft Office applications.

About the Company

Fieldguide

Builds AI software for audit and advisory firms

Fieldguide builds AI software for accounting and advisory firms to manage audits, risk assessments, and other client engagements in one shared workspace. Its Field Agents divide engagement work across planning, evidence testing, review, and financial statement preparation, with practitioners directing the work and approving results. The platform connects document requests, workpapers, and reporting so firms and their clients work from the same engagement records instead of separate files and email threads. Firms buy subscriptions to the hosted software, with implementation services covered by their contracts. Fieldguide was founded in 2020 and is headquartered in San Francisco, California, United States.

Company size
201-500
Company stage
Series C
Total funding
$125.1M
Headquarters
San Francisco, CA
Founded
2020

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