Strategic Account Partner- Audit Transformation

ABOUT FIELDGUIDE Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of advisory, audit, and tax practitioners at the world's largest CPA firms. Put simply, we build software for the people who enable trust between businesses. We’re headquartered in San Francisco, CA and backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more. We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth. As a growth stage startup employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide. ROLE SUMMARY Fieldguide is scaling its approach to supporting our largest, most complex enterprise accounts. The Strategic Account Partner is a customer-facing, strategic orchestration leader for our largest accounts — enabling cross-organizational alignment, driving growth initiatives, and ensuring customers realize the full value of their investment. Unlike a traditional PMO, this role is externally oriented and deeply embedded in customer success, expansion strategy, executive engagement, and multi-stakeholder orchestration.

This is a rare opportunity to bring your own audit, assurance, or advisory background directly into the work. Rather than translating your domain expertise for someone else, you'll be the person firm leadership turns to because you've actually done the work yourself As a Strategic Account Partner, you will work alongside our Strategic Account Executive(s), Customer Success teams, exec teams, and cross-functional partners to ensure that enterprise customers are delighted, expanding, and deeply partnered with Fieldguide. WHAT YOU’LL DO Customer Strategy & Expansion - Build and own enterprise-wide account plans that align Fieldguide’s strategic value with the customer’s vision, priorities, and business outcomes. - Coordinate and drive cross-practice initiatives — connecting Advisory, Audit, Technology, and operational leaders with internal Fieldguide product and delivery resources. - Partner with the Strat AE on expansion opportunity identification, prioritization, and execution. Executive & Stakeholder Engagement - Serve as a trusted advisor and point of strategic coordination across executives and senior leaders at customer organizations. - Facilitate executive business reviews (EBRs) and alignment sessions that reinforce value delivered, unlock sponsorship, and deepen strategic partnerships. Cross-Functional Enablement - Orchestrate internal Fieldguide teams (AE. ELTm Product, CSE, CS, RevOps, Marketing) to remove blockers, streamline delivery, and ensure proactive outcomes. - Act as the integrated linchpin across functions — reducing friction and accelerating customer momentum. Operational Excellence - Establish playbooks, frameworks, and repeatable patterns for managing enterprise complexity, tracking initiatives, and reporting progress. - Use qualitative insights and quantitative signals to inform strategic decisions and improve customer experience and outcomes. Thought Leadership - Advocate for customer needs internally — shaping product and roadmap discussions based on deep customer insights.