Fieldguide

👥 101-250💰 $30,000,000 Series B about 1 year agoArtificial Intelligence (AI)Document Management💼 Private Company
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Fieldguide is revolutionizing assurance and advisory by building automation and collaboration software for these firms. Our platform helps businesses increase margins, win new clients, and strengthen customer relationships. We focus on cybersecurity, privacy, and ESG, building the trust infrastructure for global commerce. Our tech stack includes technologies like iPhone/Mobile Compatibility, Viewport Meta, Google Font API, and more. Fieldguide is an early-stage, remote-first company based in San Francisco, with a focus on creating an inclusive, driven, and supportive engineering culture. Our team embraces a 'Fearless, Fast, Lovable, Owners, Win-win, Inclusive' value system. We offer a dynamic environment with a strong emphasis on customer success. We are backed by leading venture capital funds, including Bessemer Venture Partners, 8VC, Y Combinator, and Floodgate. We are dedicated to continuous improvement and innovation, with a commitment to providing our practitioners with exceptional work-life balance. Fieldguide values diversity, offering a wide variety of benefits and opportunities. Our employees enjoy competitive compensation, meaningful ownership, unlimited PTO, 401k, wellness benefits, and technology/work-from-home reimbursements. We're experiencing rapid growth and seeking talented individuals to join us.

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🔥 Data Scientist
Posted 7 days ago

📍 USA

đź§­ Full-Time

🔍 Software Development

  • Proven experience as a Data Scientist, Data Analyst, or similar role working with large and complex datasets
  • Strong SQL skills; proficiency in Python (e.g., pandas, NumPy) is highly preferred
  • Experience with modern data tooling such as dbt, Airflow, or equivalent orchestration and transformation tools
  • Hands-on experience with data visualization tools (e.g., Tableau, Power BI, Looker) to communicate insights effectively
  • Technical expertise in building scalable data models, ETL pipelines, and designing data architecture
  • Familiarity with cloud data warehouses such as Snowflake, BigQuery, or Redshift
  • Business acumen with the ability to translate data into strategic insights
  • Excellent problem-solving, collaboration, and communication skills
  • BSc/BA in Computer Science, Engineering, Math/Statistics, Business, or relevant field; graduate degree in quantitative field is preferred
  • Analyze large volumes of structured and unstructured data to uncover trends, patterns, and actionable insights
  • Define and track key metrics to evaluate firm, team, and engagement performance using Fieldguide’s industry-leading dataset
  • Design and build customer-facing analytics features and dashboards that deliver measurable value by uncovering opportunities and supporting strategic decision-making
  • Build and maintain scalable data infrastructure—including preprocessing, ETL pipelines, data modeling, orchestration, and monitoring—to support analytics and product insights
  • Lead efforts to improve data quality, completeness, and accessibility across internal systems and product experiences

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Posted 7 days ago
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📍 United States

đź§­ Full-Time

🔍 Software Development

  • 5+ years of engineering experience
  • Excitement for product-focused application of ML/AI - this will be a production-focused role
  • Exceptional technical proficiency with at least one programming language, particularly Python or TypeScript
  • Understanding of ML concepts like supervised/unsupervised/self-supervised learning, neural networks and deep learning
  • Understanding of modern ML/AI technologies, including natural language processing (NLP) and LLMs (e.g., GPT-3+, open source models, etc.), RAG architectures, and their applications
  • Be an essential technical contributor at a Series B company as it scales.
  • Play a leadership role on the end-to-end development of features, specifically in regards to making architectural decisions and trading off different approaches.
  • Bring a mindset of continuous improvement to your work.

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Posted 14 days ago
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🔥 Brand Designer
Posted 24 days ago

📍 USA

đź§­ Full-Time

🔍 B2B tech or SaaS

  • 3–4 years of experience in brand design, ideally within a B2B tech or SaaS environment
  • A strong portfolio demonstrating design excellence across content marketing formats—particularly social, web, email, ebooks, decks, and more
  • Experience executing within a fast-paced, high-volume marketing function, ideally in-house
  • A collaborative mindset and ability to work cross-functionally with marketing, product, and external agencies
  • A refined and thoughtful point of view on visual storytelling, with a passion for quality and consistency
  • Proficient in design tools like Canva, Figma, Adobe Creative Suite, etc.
  • Own the design and development of a wide range of marketing assets, including: Email templates and graphics, Presentation decks, Social media creatives, Ebooks, infographics, and research reports, Blog and case study visuals, Event and experiential collateral, Product marketing content and positioning materials, Website visuals and updates, Video graphics and light editing
  • Contribute to the evolution and enforcement of Fieldguide’s visual identity and style guide
  • Build and maintain a scalable asset library and brand design system
  • Templetize common formats to drive consistency and efficiency
  • Provide design counsel and creative direction across corporate marketing programs
  • Partner with content, demand gen, product marketing, field marketing, and PR teams to bring campaigns and initiatives to life
  • Provide thoughtful creative input during content and campaign planning
  • Support Fieldguide’s agency partners and external collaborators with brand design resources and guidance

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Posted 24 days ago
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📍 USA

đź§­ Full-Time

🔍 Software Development

  • 4–7 years of experience managing enterprise accounts in a SaaS Customer Success or Strategic Account Management role
  • Proven success managing 6–7 figure portfolios, building relationships with executive stakeholders, and driving measurable business outcomes
  • Comfortable operating in ambiguity with a strong ability to prioritize and act with urgency
  • You have a consultative mindset and are able to translate complex product capabilities into business value for customers
  • You’re collaborative, operationally-minded, and energized by contributing to structure and process at a growing startup
  • Exceptional communication and presentation skills—able to engage technical and non-technical audiences with credibility and clarity
  • You care deeply about your customers’ outcomes, and know how to balance advocacy, transparency, and results
  • Own a portfolio of Fieldguide’s largest and most strategic accounts, responsible for the retention, growth, and success of each relationship across contracted practice areas
  • Serve as the primary executive-facing point of contact, building trusted advisor relationships with key stakeholders from senior managers to partners and firm executives
  • Drive strategic adoption and long-term engagement, ensuring customers fully realize the value of the platform and use it to meet evolving business goals
  • Run quarterly and annual Executive Business Reviews (EBRs) to align on goals, showcase outcomes, and secure continued alignment with client leadership
  • Collaborate with Account Management and Revenue teams to influence renewals, expansions, and referrals through strong usage trends and strategic alignment
  • Become a Fieldguide product expert, providing enablement, best practices, and roadmap alignment to drive adoption across frameworks and teams
  • Serve as the voice of the customer internally—partnering with Product, Engineering, and Support to escalate feedback and drive solution delivery
  • Own and exceed KPIs for Gross Revenue Retention, Net Retention, NPS, and contract pacing
  • Leverage customer insights to inform scalable playbooks and success frameworks, helping evolve how we support large, complex firms at scale

Project ManagementBusiness IntelligenceBusiness OperationsStrategic ManagementCommunication SkillsCustomer serviceNegotiationPresentation skillsExcellent communication skillsAccount ManagementReportingTrainingActive listeningCross-functional collaborationSales experienceData visualizationStakeholder managementFinancial analysisData analyticsCustomer supportCustomer SuccessSaaS

Posted about 1 month ago
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📍 United States

đź§­ Full-Time

🔍 Software Development

  • 5+ years of sales experience as an Account Executive, with a focus on net new logos and a proven track record exceeding quota and selling complex software solutions to enterprise accounts.
  • 3+ years of experience working as a practitioner at an audit/advisory/assurance firm is preferred.
  • Able to manage complex, multi-threaded, highly technical sales processes involving customer stakeholders from executives to day-to-day product users.
  • Experience independently managing a complete sales cycle from prospecting to negotiation to close.
  • Team player who collaborates effectively across internal teams (Solutions, Finance, Product, Marketing, etc.)
  • Motivated by building sales processes in a rapidly changing startup and being part of a team-oriented selling environment.
  • Own targeted account list of key enterprise accounts, overseeing the full sales cycle from prospecting to close.
  • Achieve and exceed revenue targets and key sales metrics.
  • Build a relationship as a trusted advisor with key decision-makers, understanding their business needs and pain points and aligning Fieldguide’s solutions with their needs.
  • Present a compelling walkthrough of Fieldguide's solutions to prospects.
  • Collaborate cross-functionally with teams, including Solutions, Finance, Product, Marketing, etc., to ensure the customer’s needs and expectations are properly met throughout the sales process.
  • Develop and refine our enterprise sales playbook and processes.
  • Attend networking events and conferences to build relationships that will create new business opportunities.

SalesforceCommunication SkillsCollaborationRESTful APIsPresentation skillsWritten communicationNetworkingAccount ManagementNegotiation skillsVerbal communicationClient relationship managementCross-functional collaborationSales experienceCRM

Posted about 1 month ago
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📍 USA

đź§­ Full-Time

🔍 B2B SaaS marketing

  • 4–7 years of experience in B2B SaaS marketing, with a focus in lifecycle, integrated, or demand generation marketing
  • Experience mapping buyer journeys and creating content strategies that convert across the funnel
  • Proven success building and optimizing email nurture programs and lifecycle campaigns
  • Strong webinar and digital event experience from planning to execution and follow-up
  • Ability to think strategically and execute independently in a fast-paced environment
  • A collaborative, team-first mindset and strong cross-functional communication skills
  • Familiarity with HubSpot, Google Analytics, LinkedIn Ads, and webinar platforms
  • Develop Persona-Based Journeys: Define and implement tailored marketing journeys by practice area and persona, aligned to buyer needs and funnel stages.
  • Own Email Nurture & Lifecycle Campaigns: Build and optimize segmented email nurture programs and lifecycle campaigns with personalized messaging.
  • Manage the End-to-End Webinar Program: Own webinar strategy, promotion, logistics, and post-event follow-up to maximize lead generation and engagement.
  • Activate Social Campaigns: Work with the Content Manager to develop channel-specific social strategies that drive awareness, engagement, and thought leadership across core personas.
  • Optimize Website Conversion: Lead the strategic approach to converting website traffic into qualified leads.
  • Support Integrated Campaigns: Collaborate with ABM, Field Marketing, and Product Marketing to deliver integrated, multi-channel campaigns aligned to company goals and sales priorities.
  • Leverage Third-Party Sponsorships: Manage relationships and activations with third-party vendors (e.g., eblasts, sponsored webinars, content syndication, newsletters etc.) to expand reach and generate leads.

SalesforceGoogle AnalyticsContent creationREST APICommunication SkillsAnalytical SkillsSEOAgile methodologiesAttention to detailExcellent communication skillsTeamworkCross-functional collaborationMarket ResearchMarketingLead GenerationStrategic thinkingDigital MarketingCRMData analyticsCustomer SuccessA/B testing

Posted about 1 month ago
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📍 United States

đź§­ Full-Time

🔍 B2B technology

  • 6+ years of experience in a customer marketing role within a fast-growing B2B technology company.
  • Strong understanding of customer retention strategies and customer relationship management.
  • Excellent communication and interpersonal skills.
  • Proficiency in using customer feedback tools and analytics platforms.
  • Ability to create compelling content and manage multiple projects simultaneously.
  • Strong analytical skills and data-driven mindset.
  • Create content, resources, and lead programs to help drive customer expansions.
  • Develop and execute strategies to increase customer retention and engagement and work closely with the customer success team to align on customer goals and outcomes.
  • Work with product marketing to create resources that help customers maximize the value of our product.
  • Serve as a liaison between customers and the product team to relay customer insights and suggestions.
  • Create, launch, and manage Customer Advisory Boards (CAB).
  • Create and manage customer loyalty programs, customer reference and testimonial programs and execute strategies to foster a sense of community among customers.
  • Manage, and grow and monitor online customer communities, collaborating closely with Customer Success (CS) leaders.
  • Create case studies and success stories showcasing customer experiences and manage educational content, such as tutorials, webinars, and product training sessions.
  • Track and report on key customer marketing metrics, such as customer satisfaction, Net Promoter Score, and customer lifetime value.

Project ManagementData AnalysisContent creationCommunication SkillsAnalytical SkillsTeam managementStakeholder managementDigital MarketingCustomer SuccessSaaS

Posted about 1 month ago
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📍 United States

đź§­ Full-Time

🔍 Software Development

  • Minimum 5 years of tech/startup or digital product agency experience, or equivalent
  • Experience with end-to-end (hybrid UX and UI) product design for products with heavy workflows and complex data.
  • Extraordinary visual design skills and strong understanding of UX principles
  • Experience leading customer research sessions, aggregating insights, and communicating findings to product managers, engineers, and executives.
  • Lead design and user experience for significant parts of our core product, contributing to the design process from prioritization through launch
  • Embrace a culture of learning and growth, welcoming candid feedback and providing constructive input
  • Demonstrate exceptional visual UI skills, rapidly ideating and producing design concepts, creating prototypes, and leveraging user feedback/data to drive improvements
  • Advocate for the user's voice through various means such as research, analytics, or other tools, ensuring that decisions are backed by insights and thorough research. Comfortably engage with customers in meetings to gather feedback and insights, leveraging research findings to inform design decisions and enhance the user experience
  • Collaborate with the design team to refine our long-term product vision, design systems, brand guidelines, and internal design collaboration process
  • Exhibit creative thinking and strategic execution, partnering with product and engineering teams to drive innovation forward
  • Engage in daily team rituals such as design critiques, story creation, and weekly stand-ups
  • Assist in hiring efforts to expand the design team and bring diverse perspectives to our design process

Adobe Creative SuiteAdobe IllustratorAgileFigmaProduct ManagementUI DesignUser Experience DesignProduct designCommunication SkillsAnalytical SkillsSketchRESTful APIsTeamworkPrototyping

Posted 3 months ago
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📍 United States

đź§­ Full-Time

🔍 Audit and Advisory

  • Experience with ML frameworks
  • Experience with cloud platforms, preferably AWS
  • Experience with container runtime architectures, preferably Kubernetes
  • Proficiency with at least one programming language, preferably Python or Typescript
  • Familiarity with CI/CD practices and tools
  • Experience with Infrastructure as Code (IaC) tools like Terraform or CloudFormation
  • Strong understanding of distributed systems and microservices architecture
  • Ability to work in a fast-paced, changing startup environment
  • Design and implement infrastructure for ML model management, including training, deployment, and monitoring
  • Build and maintain platforms for running ML algorithms at scale
  • Develop systems for A/B testing, performance monitoring, and continuous model training
  • Create and manage ETL infrastructure to support ML workflows
  • Implement best practices for MLOps, including version control for models and datasets
  • Collaborate with ML Engineers to optimize model performance and resource utilization
  • Ensure the scalability, reliability, and security of ML systems
  • Stay current with the latest advancements in MLOps and cloud technologies
  • Contribute to the development of internal tools and frameworks to improve ML workflow efficiency
  • Be an essential technical contributor at a Series B-stage company as it scales

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Posted 3 months ago
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📍 United States

đź§­ Full-Time

🔍 Audit and advisory

  • 4-5 years of experience in applied machine learning or related field
  • Strong proficiency in Python and its ML/data science libraries
  • Extensive experience with NLP techniques and generative AI technologies
  • Experience with LLMs and both text-to-text and text-to-image generative models
  • Proficiency in working with large datasets and creating ETL processes
  • Experience with version control systems (e.g., Git) and CI/CD practices
  • Ability to work in a fast-paced, changing startup environment
  • Collaborate with stakeholders to identify and map business problems to ML solutions
  • Design, develop, and implement ML models with a focus on NLP and generative AI applications
  • Curate, clean, and prepare data for model development and training
  • Create and maintain ETL jobs for data processing
  • Conduct rapid prototyping of ML solutions to quickly iterate on ideas
  • Stay current with the latest advancements in ML, particularly in NLP and generative AI
  • Collaborate with the platform engineering team to integrate ML solutions into the overall product architecture
  • Implement data flywheels to continuously improve ML features through increased usage
  • Define and implement ML performance metrics
  • Contribute to the product roadmap with ML-driven feature ideas
  • Be an essential technical contributor at a Series B-stage company as it scales

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Posted 3 months ago
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