Solutions Engineer, Advisory

About the role

The Solutions Engineer, Advisory owns the technical and commercial narrative of Fieldguide's assurance and audit automation platform for enterprise buyers in financial markets and critical infrastructure. You architect and run high-stakes discovery sessions that translate complex regulatory and operational risk language into clear product value. You own the end-to-end technical validation that moves prospects from initial interest to committed adoption during Proof of Value phases. You translate dense workflow requirements into orchestrated demonstrations that show exactly how Fieldguide replaces manual, error-prone steps. You act as the primary technical voice of the product, shaping how executives, internal audit leaders, and risk officers perceive trust and compliance automation. You collaborate directly with deal teams to design content, playbooks, and training that de-risk the sales cycle for enterprise customers. You serve as the bridge between customer urgency and product execution, ensuring feedback drives measurable improvements in usability and coverage. You embody the highest standards of professionalism, helping build a culture where precision, empathy, and rigor define every customer interaction.

Key facts

What you'll do

• Partner with Account Executives to dissect complex prospect challenges and articulate how Fieldguide's automation delivers measurable assurance and audit efficiency at scale.
• Build deep credibility with technical champions inside target enterprises by walking through live product scenarios that highlight risk reduction and process clarity.
• Orchestrate every phase of the enterprise sales cycle, aligning discovery, validation, and negotiation to accelerate adoption and shorten sales cycles.
• Drive quantifiable increases in sales velocity by removing technical friction and clearly linking product capabilities to business outcomes for risk and audit leaders.
• Contribute strategic input to enterprise sales initiatives, product discussions, and best practices that turn customer feedback into actionable product improvements.
• Lead structured discovery sessions that surface critical decision criteria, hidden requirements, and key business issues shaping procurement choices.
• Design and deliver persuasive product demonstrations that align tightly with executive priorities, regulatory constraints, and operational realities.
• Resolve complex customer questions and objections by leveraging deep product knowledge and clearly explaining how Fieldguide meets evolving compliance expectations.
• Enable seamless onboarding for enterprise customers in partnership with Customer Success, ensuring technical workflows are understood and adopted quickly.
• Collaborate with Sales, Marketing, Engineering, Product, and Design teams to solve intricate technical problems and align on long-term value propositions.
• Provide ongoing insight into prospect and customer needs to product management, highlighting industry trends that shape roadmap priorities for audit and risk markets.
• Keep customer-facing stakeholders informed about roadmap clarity so buying decisions reflect the latest capabilities and strategic direction.
• Create leadership-ready content, training programs, and enablement materials that equip internal teams to articulate value consistently.
• Mentor and support cross-functional colleagues so they can leverage your expertise to deliver stronger outcomes for enterprise customers.
• Exemplify Fieldguide's core leadership principles in every interaction, reinforcing a culture of curiosity, accountability, and inclusive excellence.

Requirements

• Bring 3+ years of hands-on customer-facing enterprise solutions engineering experience, with a track record of persuading and influencing SaaS deals in regulated environments.
• Demonstrate 2+ years of direct experience in risk advisory or assurance services, showing familiarity with frameworks, controls, and audit methodologies.
• Comfortably lead product demonstrations for C-suite executives, maintaining poise, clarity, and confidence under scrutiny.
• Thrive on ambitious goals with intrinsic motivation, showing resilience and focus when targets stretch and complexity increases.
• Project an undeniable executive presence through precise verbal and written communication, with a nuanced understanding of how to engage senior stakeholders.
• Fluency with sales process and infrastructure, including expert-level use of at least one leading CRM such as Salesforce or Hubspot.
• Commitment to being a team-first partner who prioritizes mission and trust, working closely with peers who rely on your reliability and judgment.
• Willingness to embody Fieldguide's cultural values of humility, inclusivity, and deliberate self-reflection in day-to-day decision making.
• Comfort operating in ambiguous, fast-moving startup environments while maintaining rigorous attention to detail in documentation and delivery.
• Ability to manage multiple concurrent engagements, balancing depth of technical exploration with the need for timely, high-quality outputs.
• Willingness to collaborate across distributed time zones and asynchronous workflows, ensuring alignment with global customers and investors.
• Openness to feedback and iterative improvement, using insights from customer interactions to refine messaging, content, and product understanding.
• Understanding of enterprise sales cycles in highly regulated industries, including awareness of compliance expectations and stakeholder governance patterns.

Nice to have

• Industry knowledge of assurance and advisory services, including familiarity with SOC, ISO, NIST, and related frameworks.
• Experience working with financial institutions, public companies, or other highly regulated sectors where audit and risk are mission-critical.
• Background in cybersecurity or privacy risk management, including exposure to frameworks that intersect with audit and assurance work.
• Familiarity with automation in audit testing, evidence collection, or continuous monitoring tooling.
• Track record of building trusted relationships with technical and non-technical stakeholders in complex buying committees.

Practical notes

This role is full-time. The position is based in San Francisco, CA, or fully remote within the United States, with an expectation of occasional in-person collaboration. There is no specified work hour limit in the source, and no travel, visa, or application deadlines are outlined in the provided source.