Solutions Engineer, Financial Audit
Fieldguide
About the Role: The Fieldguide Solutions Engineer is the primary solution lead with customers and prospects in all markets. Our customers are some of the nation’s top enterprise CPA firms and the product they select will be rapidly adopted by practitioners, and will have lasting impacts to their growing organization. Fieldguide’s business growth relies heavily on acquisition of new customers in all markets, and hence this is a highly visible pre‑sales role. As a Fieldguide platform expert, you will facilitate product demonstrations, convey our value proposition, and advise customers on industry best practices. The Solutions Engineer partners closely with Account Executives on all enterprise level customers. This role crafts impactful customer engagements that drive a high volume of adoption in a fast‑paced environment. What You’ll Do: Effectively partner with Account Executives to understand prospects’ challenges and articulate Fieldguide’s value proposition, vision, and strategy to prospects Build credibility with technical champion at the prospect company Understand and help orchestrate all phases of the sales cycle, including leading technical validations during the Proof of Value phase Increase sales velocity and contribute to closing deals Participate and contribute to the enterprise sales process, product, or best practices initiatives Manage organized discoveries to uncover customer needs and requirements that relate to decision criteria and key business issues Present and demonstrate the product in a persuasive way based on key messages, decision criteria, and key business issues, ensuring the product is presented competitively Successfully manage customer questions and objections and resolve concerns Partner with Customer Success to enable complex onboarding of enterprise customers Partner with Sales and Marketing on deal strategies, and with Engineering, Product, and Design teams to work through challenging technical problems Engage with product management to provide insight into prospect and customer needs and industry trends, influencing the roadmap for market success Ensure that the roadmap is clear to customers as required to influence buying decisions Provide leadership by creating content and trainings for key areas Work with the extended team to ensure that they are successful and learn from your expertise Embody Fieldguide’s core leadership principles and cultural values About You: 3+ years of hands on customer facing enterprise solutions engineering experience, with demonstrated success persuading and influencing SaaS deals 2+ years of experience in financial audit at a public accounting firm Experience walking through product demonstrations with C‑suite executives while maintaining poise and confidence Intrinsically motivated to exceed goals, you don’t get intimidated, but rather get excited by ambitious goals Undeniable executive presence with acute attention to what to say, and perhaps more importantly, how to say it. You have excellent speaking and presentation skills and a unique savviness for networking in complex business situations Sales process and infrastructure experience, including excellent working knowledge of at least one leading CRM (Salesforce, Hubspot, etc) You are a team player, and you are mission‑first. You’re joining a hard‑working team that trusts each other deeply. We won’t compromise on this Preferred: Industry knowledge of assurance and advisory services, preferably with exposure to cybersecurity or regulatory standards #J-18808-Ljbffr Fieldguide
$70.07k - $180.25k
...industry or vertical. Verticals include: Financial Services, Healthcare & Life Sciences,... ...Prime teams specialize in a specific cloud solution including but not limited to Service... ...Commerce Cloud, Heroku or Quip. Solution Engineers typically align with the below business...FinancialFull timeWork at officeRemote workFlexible hours$105 - $110 per hour
...independent software organization. StreetLight Data is seeking a Solutions Engineer with special expertise in transportation planning or... ...operations and support staff concerning account issues and financial status. Here's what you'll need Minimum 5 years of experience...FinancialLocal areaRemote workFlexible hours$180k - $250k
...Sequoia, Index, and Khosla Ventures.We're seeking a Post-Sales Solutions Engineer to help drive expansion within our existing customer base.... ..., SQL, and enterprise integrations — especially in billing, financial, or compliance softwareYou default to automation — you use...FinancialWork at officeWorldwideHome officeFlexible hours3 days per week$120k - $170k
Golden, CO / San Francisco, CAMission & Program Engineering - Software Solutions /Full time /On-siteWanna join the adventure?Loft Orbital is looking... ...fertility healthcare and family-forming benefits with financial supportOff-sites and many social events and...FinancialFull timeTemporary work- ...being able to see a customer's screen, a financial expert can help a customer select the... ...employees and customers after deploying our solution. We are seeking motivated individuals... ...together". Job Description The Solutions Engineer is an integral part of our growing sales...FinancialWork at officeRemote work
- ...AI to optimize logistics processes. Our solutions empower logistics teams to maximize efficiency... ...insights. We’re looking for a Solutions Engineer to own the technical relationship with... ...that your technical decisions have financial impacts. You influence deals without negotiating...FinancialRemote workFlexible hours
$231.3k - $276.28k
...opportunity? Fin is looking for an exceptional Senior Solutions Engineer to join our vibrant Customer Solutions Team. In this role, you... ...wellbeing, your family, your time away from work, and your financial future. Offerings vary by location in line with local practices...FinancialWork at officeLocal areaWork from home3 days per week$170k - $200k
...Method has built the most modern way to connect to consumer financial accounts. Combining real-time liability connectivity with instant... ...us, check out our blog! The impact We're hiring a Solutions Engineer to improve Method's technical sale and expansion motion. You...FinancialFull timeWork at officeRemote workWork from homeFlexible hoursShift work2 days per week3 days per week- ...Opportunity As an early member for the solutions team at Reducto, you'll be at the front... ...the gap between our GTM team, core engineering team, and the unique, complex needs of... ...nearly every industry. Insurance claims, financial statements, invoices, and health...FinancialWork at officeLocal area
- SPHERE co is expanding its Sales Engineering team to support growth in financial services and healthcare. We seek a talented Sales Engineer who excels in solution selling and collaborates well with our Sales Executives and Partners. The successful candidate will act as...Financial
$250k - $280k
...companies become passionate, lifelong Hightouch customers. Our Solutions Engineers are instrumental in ensuring customers' initial experiences... ...integration platforms , across various industries including financial services, retail, SaaS, and similar enterprises. Be...Financial- ...Snowflake, Palantir Foundry, and Ataccama. Oversee data engineering and data management solutions. Manage cross-functional technical teams.... ...Experience in enterprise utility, energy, healthcare, financial services, or large-scale regulated industries. Knowledge...FinancialLocal areaRemote work
$105.74k - $247.37k
...work and build a career, KPMG provides audit, tax and advisory services for organizations... ...a Manager, AI Center of Excellence Solutions Architect to join our AI & Digital organization... ...experience preferably in the financial services industry and involved in efforts...FinancialH1bLocal area- Who we are About StripeStripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest... ...of your career.About the teamThe Manager of the Technical Solutions Engineering (TSE) team will grow and inspire the team responsible for...FinancialImmediate startFlexible hours
$170k - $225k
...ubiquitous. We combine a powerful orchestration engine with a seamless consumer app to unlock... ...global economy. Join us! Overview As a Solutions Engineer, you will be instrumental in... ...blockchain technology, digital assets, financial regulations, and use cases Technical...FinancialWork experience placementWork at officeRemote work2 days per week- ...Senior Strategic Solutions Engineer Distributed At Cloudflare, we are on a mission to help build a better Internet. Today the company... ...made up of individuals from a wide range of backgrounds - from Financial Consulting to Product Management, Customer Support to...FinancialLocal area
$80k - $100k
...more exclusive features. Roe is a startup building Cursor for Financial Crimes. Today, Roe is trusted by multiple public companies... ...from LinkedIn and top fintechs back us. What you'll do as a Solutions Engineer: Bridge Roe’s AI-powered data platform with real customer problems...FinancialFull timeWork at officeWork from home$160k - $185k
...unstructured data into a trusted foundation that fuels automation, financial clarity, and decision intelligence at scale. Today, Loop... ...shape what comes next. About the Role We are looking for a Solutions Engineer to collaborate across Sales, Product, Engineering, Customer...FinancialWork at officeRemote work$137k - $207k
...the role: We are looking for a Senior Solutions Engineer to join our Professional Services team.... ...App Router, conducting a deep-dive code audit, or deploying production agents using Vercel... ...architectures. Have a background in financial services, healthcare, retail/e-commerce...FinancialRemote workWork from homeFlexible hours$154k - $190k
## **Your role at Dynatrace**As a Dynatrace Solution Engineer, you will be a key member of the Dynatrace sales engine and will be responsible... ...offer best-in-class core rewards, including paid time off, financial security benefits, retirement savings plans, and health...FinancialRemote jobLive inWorldwideFlexible hours- ...reviews, and serving as the trusted technical expert throughout the sales cycle. You will work cross-functionally with Sales, Product and Agent Engineering to drive the GTM function and improve our Agents through customer-driven product development. #J-18808-Ljbffr SierraFinancial
$116.88k - $158.13k
...professional achievement and career growth. The Innovation and AI Solutions Engineer position is part of the firm’s Innovation Department. This... ...line-of-business applications, such as SharePoint, Aderant Financial System, Salesforce.com/CRM, NetDocs/DMSLarge Language Model...FinancialFull timeWork at officeRemote workWorldwide$104k - $130k
...Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a trusted... .... Overall Purpose The Sales Solutions Engineer provides technical and functional support for sales...FinancialHourly payWork at officeImmediate startVisa sponsorshipWork visaFlexible hours- We are seeking a Senior Accountant to support month-end close, financial reporting, audit preparation, and complex general ledger activities for a San Francisco organization. This hybrid contract role requires someone who can quickly assess accounting issues and work independently...FinancialContract work
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- We are seeking a Grant Accountant to support grant billing, financial reporting, compliance, and reconciliation activities for a nonprofit... ...and communicate potential variances.Maintain documentation for audits and funder reviews.Assist program managers with grant-related...FinancialContract work
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- ...based in San Francisco, is seeking a Sales Engineer to empower prospects on the Plaid... ...Account Executives to demonstrate how Plaid's solutions meet client needs. The ideal candidate... ...technical acumen. Join us in unlocking financial freedom for everyone! #J-18808-Ljbffr Plaid...Financial
- Senior Audit Associate - HybridPosition OverviewThe Senior Audit Associate will play a crucial role in conducting audits for our clients... ...manage audit engagements from planning through completion of financial statement audits and related deliverables for SEC-registered...Financial
- ...Formic is hiring for a Finance role focused on audit readiness, month-end close, and strong general ledger discipline. You will support... ...reconciliations, and partner cross-functionally to improve financial processes across a fast-paced organization. The role emphasizes...Financial
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