Suggested rewrite: Led a cross-functional initiative that improved [business outcome] by [measurable result], demonstrating experience relevant to this role...
Solutions Engineer, Financial Audit
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The role, at a glance.
Fieldguide is seeking a customer-facing Solutions Engineer to support enterprise sales of its audit and assurance software platform. The role leads technical discovery, product demonstrations, proof-of-value validation, and objection handling alongside Account Executives. It requires both enterprise SaaS solutions engineering experience and prior financial-audit experience at a public accounting firm. The successful candidate will influence complex buying decisions, support enterprise onboarding, and relay market feedback to Product, Engineering, and Design. This is a visible, fast-paced pre-sales role serving major CPA firms in the United States.
Role DNA
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Pace & Pressure
5/5Autonomy Level
4/5Communication Load
5/5Salary analysis
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Core skills
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Sample interview questions
I would research the firm's service lines, audit technology stack, client mix, and likely workflow constraints. During discovery, I would use structured questions to identify decision criteria, current-state processes, technical requirements, stakeholders, risks, and measurable business outcomes.
I would begin with the executive's strategic outcomes, such as efficiency, consistency, risk reduction, and adoption across teams. I would show only the workflows that support those priorities, connect capabilities to measurable impact, and reserve detailed configuration discussions for technical follow-up.
I establish shared success criteria, named owners, a timeline, and clear evaluation milestones at the outset. I map each stakeholder's priorities to the agreed outcomes, provide regular progress updates, and address risks early so the evaluation remains focused on the buying decision.
Public-accounting experience provides firsthand understanding of audit evidence, review cycles, client collaboration, documentation standards, and the pressure of engagement deadlines. That context helps translate product functionality into credible, relevant value for practitioners and firm leadership.
I would acknowledge the question, clarify the underlying requirement and its importance, and avoid making unsupported commitments. I would document the issue, engage the appropriate product or engineering experts, provide a clear follow-up timeline, and return with a validated answer or workable alternative.
About this role.
About Us
Fieldguide is establishing a new state of trust for global commerce and capital markets by automating and streamlining the work of assurance and audit practitioners, specifically in cybersecurity, privacy, and financial audits. 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 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 we are building, seeking teammates who are not only strong in their own aptitudes, but who also care deeply about supporting each other’s growth.
As an early-stage startup employee, you’ll have the opportunity to help build the future of business trust. We make audit practitioners’ lives easier by consolidating up to 50% of their work and improving work-life balance. If you share our values and enthusiasm for building a great culture and product, you’ll find a home at 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
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