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Full-Time

Senior Manager

Customer Marketing

Posted on 6/12/2024

Fieldguide

Fieldguide

51-200 employees

AI-powered platform for audit and advisory

Enterprise Software
Fintech
Financial Services

Senior, Expert

Remote in USA

Remote-first company with headquarters in San Francisco, CA.

Category
General Marketing
PR & Communications
Growth & Marketing
Required Skills
Marketing
Data Analysis
Requirements
  • 6+ years of experience in a customer marketing role within a fast-growing B2B technology company
  • 4+ years in a leadership capacity
  • Strong understanding of customer retention strategies and customer relationship management
  • Excellent communication and interpersonal skills
  • Proficiency in using customer feedback tools and analytics platforms
  • Ability to create compelling content and manage multiple projects simultaneously
  • Strong analytical skills and data-driven mindset
Responsibilities
  • Create content, resources, and lead programs to help drive customer expansions
  • Develop and execute strategies to increase customer retention and engagement
  • Work with the product marketing manager to create resources that help customers maximize the value of the product
  • Serve as a liaison between customers and the product team to relay customer insights and suggestions
  • Create, launch, and manage Customer Advisory Boards (CAB)
  • Create and manage customer loyalty programs, customer reference and testimonial programs
  • Manage and grow and monitor online customer communities
  • Create case studies and success stories showcasing customer experiences
  • Manage educational content such as tutorials, webinars, and product training sessions
  • Track and report on key customer marketing metrics

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

11%

1 year growth

61%

2 year growth

117%
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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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