Head of Solutions, Assurance, and Audit

Summary

Join Fieldguide as the Head of Solutions and lead high-performing teams in Solution Engineering and Customer Onboarding for Assurance/Audit. You will set the industry benchmark for excellence in customer delivery, from pre-sales and implementation to ongoing consulting. This role requires driving successful pre-sales and onboarding outcomes, improving products and processes, building strong customer relationships, and developing your team. You'll need extensive experience in Solution Engineering, leadership, and the Assurance/Audit industry. Fieldguide offers competitive compensation, unlimited PTO, 401k, wellness benefits, technology/work-from-home reimbursement, and flexible work schedules.

Requirements

• 10+ years of experience in Solution Engineering, Pre-Sales, Customer Onboarding, or a related function, with at least 5 years in a leadership role
• Deep domain expertise in the Assurance/Audit or broader Advisory industry, with an understanding of customer challenges and workflows
• Proven track record of building, scaling, and leading high-performing teams in a high-growth SaaS or technology-driven environment
• Strong ability to develop and execute pre-sales and post-sales strategies that drive new business, upsells, and expansions
• Experience overseeing customer onboarding and implementation processes, ensuring successful adoption and long-term value realization
• Excellent cross-functional collaboration skills, with the ability to work closely with Sales, Product, Engineering, Design, and Customer Success teams
• Strategic mindset with a hands-on approach to problem-solving, process optimization, and continuous improvement
• Strong communication and presentation skills, with the ability to influence both internal stakeholders and customers at all levels
• Passion for mentoring and developing teams, fostering a culture of innovation, excellence, and customer-first thinking
• Data-driven approach to measuring success, with experience tracking KPIs, customer milestones, and team performance metrics

Responsibilities

• Define and implement impactful Pre-Sales strategies, best practices, and cadences to showcase Fieldguide's value proposition to win new prospects and client upsells/expansions
• Collaborate with Sales leadership to align Pre-Sales activities with sales goals and objectives
• Oversee the creation and maintenance of Pre-Sales documentation (presentations, proposals, demo storyboards)
• Enable Onboarding Consultants to deliver effective customer implementations/launches with goals, project planning, configuration, training, and a roadmap for Fieldguide value realization
• Proactively identify and mitigate potential roadblocks to customer success
• Ensure seamless communication and collaboration with internal teams (Engineering, Product, Design, Customer Success, Sales) to deliver customer solutions
• Measure and document customer progress through various metrics and milestones
• Ensure the Solutions team stays current with industry trends, emerging technologies, and best practices within the Advisory Industry
• Work closely with the Engineering Product Design teams to capture customer feedback and inform product enhancements
• Be the voice of the customer internally, communicating their needs and influencing product roadmap, internal processes, and future onboarding iterations
• Focus on continuous improvement by analyzing workflows to develop customer solutions, collaborating with cross-functional teams for innovation, maintaining clear documentation, and utilizing metrics to optimize customer journeys, internal processes, and overall effectiveness
• Document the value Fieldguide delivers to customers through compelling case studies, new use cases, and success metrics
• Deliver KPI and internal metrics that demonstrate the value and success of the Solutions team
• Develop and maintain strong relationships with key stakeholders, including customers, partners, and internal teams, to drive business growth and foster exceptional customer satisfaction
• Cultivate customer champions within organizations and empower them to leverage Fieldguide effectively
• Provide coaching, mentorship, and guidance to ensure team’s success and development
• Foster a strong working relationship between the pre-sales solution engineers and post-sales onboarding consultants
• Implement strategies to create subject matter experts within the solution engineering and onboarding team on specific industry verticals or product areas

Benefits

• Competitive compensation packages with meaningful ownership
• Unlimited PTO
• 401k
• Wellness benefits, including a bundle of free therapy sessions
• Technology & Work from Home reimbursement
• Flexible work schedules