SMB Account Executive
About the role
Fieldguide is hiring a full-cycle SMB Account Executive to sell AI Advisory & Audit Cloud solutions to US CPA firms, focusing on net-new SMB logos, in a remote-friendly role reporting to the Senior Manager, Sales. Located near Salt Lake City, UT or willing to relocate, with travel up to 30%.
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.
Qualifications
- Experience as an Account Executive, with a focus on net new logos and a proven track record of exceeding quota.
- Experience working for and/or selling directly to audit, advisory, or assurance firms is strongly preferred.
- 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.
Skills
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
About Fieldguide
Vertical AI for Audit & Advisory Firms
Fieldguide is a vertical AI platform for modern assurance and advisory firms that digitizes the end-to-end engagement workflow on a single platform. Built by former Big Four practitioners and experienced technology leaders, Fieldguide is trusted by top CPA firms to improve margins, win new business, and build stronger client relationships. We’re 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 Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.
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