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Fieldguide

Builds AI software for audit and advisory firms

Implementation Consultant - Audit

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 3 years of experience leading financial statement audits, including SOX testing, internal controls documentation, and audit methodology and workpaper review.
  • Proficiency in project management and the ability to prioritize and manage multiple customers, projects, and requests with little direct oversight.
  • Ability to communicate effectively with customers and internal teams and influence change.
  • Ability to take ownership of projects end-to-end and complete them with minimal direction or oversight.

Responsibilities

  • Maintain regular customer engagement through all phases of implementation, from sales handoff to value realization.
  • Create plans outlining customer goals for implementing Fieldguide and activities needed to meet those goals; conduct regular onboarding reviews to track progress and adapt plans where necessary.
  • Cultivate customer champions and grow their knowledge of Fieldguide.
  • Serve as the link between customers and Fieldguide’s Engineering, Product, Design, Customer Enablement, Sales, and other cross-functional teams; communicate customer needs internally to help shape the product roadmap, internal processes, and future onboarding iterations.
  • Identify success risks proactively and develop action plans to mitigate them.
  • Document customer value through case studies, new use cases, and success metrics; track progress against customer adoption maps and chart customer value realization over time.
  • Deliver the Fieldguide Accelerator onboarding program to new customers.

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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