Fieldguide

Fieldguide offers market-leading Artificial Intelligence that helps Advisory and Audit firms grow. Built by Big Four practitioners and Silicon Valley technologists, our AI platform digitizes the…

fieldguide.io

Fieldguide

Fieldguide offers market-leading Artificial Intelligence that helps Advisory and Audit firms grow. Built by Big Four practitioners and Silicon Valley technologists, our AI platform digitizes the…

fieldguide.io

HQUS

Team Size176

Open Jobs6

Total Funding$122M

Latest FundraiseUnknown

TL;DR

What they do: AI-native engagement platform that automates audit and advisory workflows (agentic Field Agents, document/workpaper management, request management, reporting)

Customers: Adopted by top CPA and advisory firms; marketing claims about broad Top 100 adoption

Founded: 2020

Founders / leaders: Jin Chang (CEO, co‑founder) and Chris Szymansky (CTO, co‑founder)

Recent funding: Announced $75M Series C (Feb 2, 2026) and prior $30M Series B (Mar 26, 2024); reported total funding ≈ $125M

Company Overview

Problem Domain

Audit, assurance, advisory, SOC, cybersecurity, and regulatory compliance workflows within CPA and consulting firms.

Founded

2020

Industry

Software Development

Funding Track Record

Series B- 2024-03-26

30000000

Announced to expand AI platform for CPA and advisory industry

Series C- 2026-02-02

75000000

Round announced with participation from new and existing investors

Investor Signal

“Backed by prominent Silicon Valley and strategic investors including Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, Justin Kan, and others”

Founders

What we do

Join the Team

Implementation Consultant

RemoteSan Francisco Bay Area, US

Remote • San Francisco Bay Area, US

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Who you are

Deep industry knowledge and at least 2+ years of experience in financial audit or assurance is a must
Hands-on experience with 1+ years in technology consulting, customer onboarding, implementation, or similar, at a top management consulting firm (preferred) or high-growth startup. Strong consulting skills helping complex organizations succeed, with proven results driving business value for customers as their trusted advisor
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
Project management proficiency with proven ability to prioritize and manage multiple customers, projects and requests with little direct oversight. You are able to professionally problem-solve, while juggling several customers
Executive presence and ability to influence change. Demonstrated history of communicating effectively with customers and across internal teams
Bias towards action. You take ownership of projects end-to-end and see them through to completion, with minimal direction or oversight

What the job involves

Benefits

Health
Dental
PTO

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As an Implementation Consultant at Fieldguide, you will be an integral member of our go-to-market team, working directly with our Customer Success and greater Go-To-Market teams to make significant impacts on our customer’s adoption of our platform

Reporting into our Head of Solutions, you will provide new Fieldguide customers with seamless onboarding experiences built to maximize our customers’ return on investment quickly. Our unique onboarding program, Fieldguide Accelerator, is designed to be best-in-class and prioritize quick time to value. You will be responsible for delivering this program to new Fieldguide customers

Build trust with customers. Maintain regular engagement cadences with customers through all phases of their implementation, from sales handoff to value realization

Guide growth. Create a plan that outlines the customer’s goals with implementing Fieldguide and activities needed to meet those goals. Maintain regular reviews during their onboarding process to track progress and adapt plans where necessary

Build champions. Cultivate customer champions and grow their Fieldguide knowledge

Advocate for the customer. Be the link between the customer and Fieldguide’s Engineering, Product, Design; Customer Enablement; Sales; and other cross-functional teams. Be aware of and communicate customer needs internally to help shape the product roadmap, internal processes, and future onboarding iterations

Mitigate risks. Be proactive in identifying success risks and develop decisive action plans to mitigate them

Measure and document progress. Document the value Fieldguide provides to our customers by detailing customer case studies, new use cases and success metrics. Track customer progress against their adoption map, and be able to plot customer value realization over time