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Solutions Engineer, Financial Audit

FieldguideAudit and company
San Francisco, United StatesSenior
Goldman Sachs Alternatives
Bessemer Venture Partners logo
Bessemer Venture Partners
8VC logo
8VC
Thomson Reuters
Geodesic Capital
Y Combinator logo
Y Combinator
Sales & Account Management

About the role

TL;DR

Lead solution engagements with enterprise CPA firms, driving adoption of Fieldguide's financial audit software.

  • The Senior Solutions Engineer is the primary solution lead with customers and prospects, partnering closely with Account Executives to drive adoption of Fieldguide's platform for financial audit practitioners.
  • This pre-sales role is crucial for business growth and involves facilitating product demonstrations, conveying value, and advising on best practices.
  • Key Responsibilities Partner with Account Executives to understand prospect challenges and articulate Fieldguide’s value proposition.
  • Lead technical validations during the Proof of Value phase and orchestrate sales cycle phases.
  • Present and demonstrate the product persuasively, managing customer questions and objections.
  • Engage with product management to provide insights into customer needs and industry trends.
  • Provide leadership by creating content and trainings for key areas.
  • Requirements 3+ years of hands-on customer-facing enterprise solutions engineering experience. 3+ years of experience in financial audit at a public accounting firm.
  • Experience walking through product demonstrations with C-suite executives.
  • Excellent speaking and presentation skills with executive presence.
  • Sales process and CRM experience (Salesforce, Hubspot).
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Required skills

SalesforceHubSpotPresentation SkillsCustomer OnboardingAudit

Domain expertise

fintechconsulting

Benefits & perks

Remote work

Tech stack

SalesforceHubSpot

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