Fieldguide · 20 hours ago
Advisory Consulting Account Executive, SMB
United States
Full-time
Remote
Mid Level
$75K/yr - $85K/yrFieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners. As a full cycle SMB Account Executive, you will be responsible for selling Fieldguide's AI Advisory solutions, focusing on prospecting and converting new business opportunities for SMB accounts.
AccountingAgentic AIArtificial Intelligence (AI)Cyber SecurityDocument ManagementFinTech
Responsibilities
Own a targeted account list of key SMB accounts, overseeing the full sales cycle from prospecting to close
Achieve and exceed revenue targets and key sales metrics
Build strong, trust-based relationships with key decision-makers by providing thought leadership, understanding their business needs, and aligning Fieldguide’s solutions accordingly
Develop and implement sales strategies aligned to goals and targets by leveraging the MEDDICC sales methodology
Collaborate cross-functionally with teams including Solutions, Finance, Product, and Marketing to ensure customer needs and expectations are met throughout the sales process
Set strategic direction to maximize market potential within your assigned territory through effective planning and execution
Present compelling solution walkthroughs to prospects using insights uncovered during discovery
Own the creation, ideation, and execution of key account and territory plans
Maintain CRM diligence, forecasting accuracy, and clear communication with internal stakeholders related to your territory
Attend networking events and conferences to build relationships that generate new business opportunities
Up to 30% regional and national travel
Qualification
Required
Experience as an Account Executive, with a focus on net new logos and a proven track record of exceeding quota and selling complex software solutions to SMB accounts
Strong project management skills, with the ability to coordinate stakeholders and drive large, complex deals across the finish line
Capacity to engage deeply and broadly across an account—executives, practitioners, and technical teams—to influence stakeholders and drive meaningful change
Able to manage complex, multithreaded 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, BDRs, Finance, Product, Marketing, Customer Success, etc.)
Motivated by building sales processes in a rapidly changing startup and being part of a team-oriented selling environment, demonstrating adaptability, resourcefulness, and mentorship
Preferred
Experience working for and/or selling directly to audit, advisory, or assurance firms
Benefits
Competitive compensation packages with meaningful ownership
Flexible PTO
401k
Wellness benefits, including a bundle of free therapy sessions
Technology & Work from Home reimbursement
Flexible work schedules
Company
Fieldguide
Agentic AI for Audit and Advisory.
Founded in 2020
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$50MKey Investors
KPMGBessemer Venture Partners8VC
2025-10-23Corporate Round
2024-03-26Series B· $30M
2022-03-02Series A· $17M
Leadership Team
Jin Chang
CEO, Co-Founder
Chris Szymansky
Co-Founder / CTO
Recent News
2025-11-19
Company data provided by crunchbase