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Solutions Engineer, Financial Audit

San Francisco, CA or Remote (USA)🌐 Remote💼 Full-time🗓 2026-07-09 → 2026-09-26

Core

Pre-sales solution lead responsible for facilitating product demonstrations, advising enterprise CPA firms on audit best practices, and driving adoption of Fieldguide's assurance automation platform.

Role type

Senior pre-sales Solutions Engineer (Enterprise SaaS)

Builds

Fieldguide's assurance and audit automation platform for enterprise CPA firms

Domain

Financial services / Audit / Cybersecurity / Privacy

Deliverable

Product features

Required skills

Enterprise solutions engineering, financial audit domain expertise, product demonstration, sales cycle management, CRM proficiency, executive presentation

Preferred skills

Assurance and advisory services knowledge, cybersecurity or regulatory standards exposure

Technologies

Salesforce, Hubspot

Responsibilities

Partner with Account Executives to understand prospect challenges and articulate value proposition, lead technical validations during Proof of Value phase, manage organized discoveries to uncover customer needs, present and demonstrate the product persuasively, resolve customer objections, partner with Customer Success for complex onboarding, influence product roadmap based on customer feedback, create training content for the team

Seniority

Senior, hands-on IC

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