Design at Fieldguide:
Our design team consists of three innovative individuals dedicated to crafting exceptional experiences for our valued customers. We prioritize innovation and excellence, focusing on creating seamless interactions across the Fieldguide Advisory & Audit platform. By doing so, we assist our customers in achieving higher quality Engagements and enhanced efficiency. We collaborate closely and proactively with the Product team to streamline complex workflows and iterate towards elegant product solutions. Join our hyper-collaborative design team and experience autonomy, ownership, and significant impact across the entire product.
About the Role:
As the #4 design hire, you will play a pivotal role in driving the next phase of product features to scale Fieldguide into a global platform for all Audit and Advisory needs. You will be instrumental in evolving our design process, taking ownership of entire projects, and contributing to the growth of a diverse team that prioritizes our users' voices and delivers outstanding experiences consistently.
This position is ideal for an individual contributor who possesses a genuine desire to learn from the best, advocate for our users' needs, work at a fast pace, and make decisive decisions. You will lead the charge within one of our core teams to optimize the day-to-day operations for audit teams, managers, and partners.
What You'll Do:
Lead design and user experience for significant parts of our core product, contributing to the design process from prioritization through launch
Embrace a culture of learning and growth, welcoming candid feedback and providing constructive input
Demonstrate exceptional visual UI skills, rapidly ideating and producing design concepts, creating prototypes, and leveraging user feedback/data to drive improvements
Advocate for the user's voice through various means such as research, analytics, or other tools, ensuring that decisions are backed by insights and thorough research. Comfortably engage with customers in meetings to gather feedback and insights, leveraging research findings to inform design decisions and enhance the user experience
Collaborate with the design team to refine our long-term product vision, design systems, brand guidelines, and internal design collaboration process
Exhibit creative thinking and strategic execution, partnering with product and engineering teams to drive innovation forward
Engage in daily team rituals such as design critiques, story creation, and weekly stand-ups
Assist in hiring efforts to expand the design team and bring diverse perspectives to our design process
About You:
Minimum 5 years of tech/startup or digital product agency experience, or equivalent
Experience with end-to-end (hybrid UX and UI) product design for products with heavy workflows and complex data.
Extraordinary visual design skills and strong understanding of UX principles
Experience leading customer research sessions, aggregating insights, and communicating findings to product managers, engineers, and executives.
Exceptional written and verbal communication skills to effectively articulate and defend design decisions while navigating complex product and policy considerations
Nice to Haves:
Experience working with tools including but not limited to Figma, Adobe Illustrator, Framer, Shortcut, FullStory, Slack, Google Apps, Chrome Console
Experience working on products in both B2B and B2C companies
A strong understanding of software engineering workflows and principles is encouraged
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
Wellness benefits, including a bundle of free therapy sessions
401k
Technology & Work from Home reimbursement
Flexible work schedules
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AI-driven platform for audit and advisory
$150k - $190k/yr
Senior
San Francisco, CA, USA
Remote work is available for candidates based in the USA.
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Fieldguide operates in the financial technology sector, focusing on improving audit and advisory processes for businesses. Its main product, the AI Advisory & Audit Cloud, utilizes artificial intelligence to enhance efficiency, save time, and boost client satisfaction. The platform is tailored for large advisory and audit firms and is capable of managing various regulatory frameworks such as SOX, HIPAA, and FFIEC. Fieldguide's subscription-based model offers features like end-to-end engagement management, workpaper management, automated request management, and collaborative report generation, making it easier for firms to manage client interactions and streamline their workflows. Unlike traditional methods, Fieldguide's AI-driven approach allows firms to work more effectively, increasing their margins and revenue. The company's goal is to provide a modern, efficient experience for audit and advisory firms, helping them to adapt to the evolving demands of their clients.
Company Size
51-200
Company Stage
Series B
Total Funding
$47.2M
Headquarters
San Francisco, California
Founded
2020
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Unlimited Paid Time Off
401(k) Retirement Plan
Wellness Program
Home Office Stipend
Flexible Work Hours
SAN FRANCISCO, March 25, 2025 (GLOBE NEWSWIRE) - Fieldguide, the leader in professional-grade AI for audit and advisory firms, today announced the launch of Field Agents, agentic AI designed to transform how firms scale, compete, and drive profitability in the future.
SAN FRANCISCO, June 04, 2024 (GLOBE NEWSWIRE) - Fieldguide, the first and only provider of end-to-end AI software for audit and advisory services, is proud to announce the launch of Fieldguide for Financial Audit, a groundbreaking AI-powered platform designed to drive efficiency across the entire audit lifecycle.
SAN FRANCISCO, April 30, 2024 (GLOBE NEWSWIRE) - Fieldguide, the only AI platform for advisory and audit services, today announced Fieldguide Insights, the first end-to-end analytics offering for CPA and consulting firm leaders, improving engagement efficiency, resource utilization, and client relations.
Jin Chang comments about Fieldguide's recent $30M Series B Funding
Artificial intelligence (AI) startup Fieldguide has raised $30 million for its accounting industry offering. The Series B funding round, announced Tuesday (March 26), will let the company launch new AI capabilities, expand its market reach, and add to its team as it tries to alleviate what it says is a talent shortage in the certified public accountant (CPA) field. “Paired with the CPA profession’s profound talent shortage is a surge in demand for advisory and audit services, setting the stage for a perfect storm,” Fieldguide CEO Jin Chang wrote in a company blog post. “Faced with this challenging climate of limited human capacity, audit and advisory firms are turning to technology solutions to bridge the growing capacity crunch.”