About Us
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses.
Weâre based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more.
We value diversity â in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguideâs team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.
As an early stage start-up employee, youâll have the opportunity to build out the future of business trust. We make audit practitionersâ lives easier by bringing together up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.
About the Role
The Head of Applied Intelligence is responsible for turning agents into real operating leverage inside CPA firms, beginning with Risk Advisory and Financial Audit.
This role owns:
Leading structured agent pilots and converting them into scaled deployments
Designing and delivering custom agents aligned to firm methodologies
Building and scaling an agent-first operating model across Advisory and Audit
This is an operating role accountable for embedding agents into live engagements and reshaping how work gets done.
What Youâll Do
1. Lead High-Impact Agent Pilots
Design and execute structured pilots inside strategic accounts that prove agent value in real workflows.
Identify high-leverage use cases across audit and advisory engagements
Define pilot scope, workflow integration, and rollout plans
Lead cross-functional execution with CSMs and Agent Architects
Convert successful pilots into broader firm-wide deployments
2. Build and Deliver Custom Agents
Own agent customization as a core capability.
Conduct deep discovery of firm methodologies, documentation standards, and engagement models
Translate firm-specific approaches into tailored agent behavior and outputs
Partner with Agent Architects to configure logic, structure, and output formats
Oversee validation and go-live within live engagements
Develop scalable customization frameworks that preserve depth while enabling reuse
3. Lead Agent-First Workflow Redesign
Drive structural workflow transformation across Advisory and Audit practices.
Map current-state engagement workflows
Redesign workflows for active agent participation across planning, testing, documentation, review, and reporting
Redefine human-agent role allocation within engagement teams
Build structured rollout plans tied to recurring engagement cycles
Establish maturity stages for agent integration within firms
4. Drive Firm-Level Adoption
Ensure agents become embedded in real engagement teams, not layered on top.
Develop structured rollout and change plans
Align firm leadership around expectations and operating shifts
Design enablement programs for partners, managers, and staff
Identify and resolve adoption friction points
Partner closely with CSMs to integrate agent strategy into account plans
5. Build the Applied Intelligence Function
Create the systems that make transformation repeatable.
Standardize frameworks for pilot design, customization, workflow redesign, and rollout
Build scalable playbooks that extend across firms
Establish adoption tracking and feedback loops
Partner with Product and Engineering to inform roadmap based on field learnings
6. Build and Lead Advisory & Audit Engineering Teams
Build and scale a team of âAdvisory Engineersâ and âAudit Engineersâ â AI-native domain experts who combine deep practice knowledge with the ability to design, customize, and operationalize agents.
Hire and develop AI-native SMEs across Risk Advisory and Financial Audit
Train them to translate firm methodologies into agent logic and workflows
Embed them into pilot execution, customization, and workflow redesign efforts
Establish them as the frontline operators driving agent-first transformation inside client engagements
Create clear operating standards, playbooks, and career paths for this new function
Who You Are
10+ years of experience across product, consulting, operations, or professional services, with exposure to technology-driven transformation
Experience working on AI-enabled products, workflow automation, or data-driven platforms
A strong ability to analyze complex business processes and reimagine how they should work in a modern, AI-native environment
Experience leading or contributing to change management initiatives, helping teams adopt new tools, processes, and ways of working
Excellent written and verbal communication skills, with a track record of collaborating across product, engineering, design, and business stakeholders
Comfort operating in ambiguous, fast-moving environments, where you help define both the product and the process as you go
A technical, business, accounting, or related degree, or equivalent professional experience
More about Fieldguide
Fieldguide is a values-based company. Our values are:
Fearless - Inspire & break down seemingly impossible walls.
Fast - Launch fast with excellence, iterate to perfection.
Lovable - Deliver happiness & 11 star experiences.
Owners - Execute & run the business with ownership.
Win-win - Create mutual value & earn trust for life.
Inclusive - Scale the best ideas with inclusive teams.
Some of our benefits include
Competitive compensation packages with meaningful ownership
Flexible PTO
401k
Wellness benefits starting on your first day
Technology & Work from Home reimbursement
Flexible work schedules
Fieldguide