Strategic Account Partner / Client Transformation

at Fieldguide — Vertical AI for Audit & Advisory Firms

Remote (USA) / Remote (US)Full-time6+ years$180K - $250KYC-S20

What the role involves

About Fieldguide

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses.

We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're 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 an early stage start-up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by bringing together 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.

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.

Represent Fieldguide at customer events, industry forums, and executive gatherings to elevate Fieldguide’s brand and strategic value.

Who You Are

We’re looking for someone who thrives in ambiguity, loves solving complex puzzles,

About Fieldguide

‍Fieldguide is a vertical AI platform for modern assurance and advisory firms that digitizes the end-to-end engagement workflow on a single platform. Built by former Big Four practitioners and experienced technology leaders, Fieldguide is trusted by top CPA firms to improve margins, win new business, and build stronger client relationships. We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Goldman Sachs, Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.

Full Fieldguide profile

Other roles at Fieldguide

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