Strategic Account Partner / Client Transformation

📋 Description

• • Fieldguide is at the forefront of revolutionizing trust in global commerce and capital markets by providing cutting-edge software solutions for assurance and audit practitioners. Our mission is to automate and streamline critical processes within cybersecurity, privacy, and financial audit, ultimately empowering the professionals who build confidence between businesses. As a remote-first company with a strong backing from top-tier investors like Goldman Sachs Alternatives, Bessemer Venture Partners, and Y Combinator, we foster a culture of diversity, inclusion, humility, and mutual support. We are dedicated to building a team where individuals not only excel in their own capabilities but also actively contribute to the growth and success of their colleagues. As an early-stage startup, you will have a unique opportunity to shape the future of business trust and significantly improve the work-life balance for audit practitioners by consolidating up to 50% of their workload.
• • This specific role, Strategic Account Partner / Client Transformation, is designed to scale Fieldguide's engagement with our largest and most intricate enterprise accounts. You will serve as a pivotal, customer-facing strategic orchestration leader, responsible for fostering cross-organizational alignment, spearheading growth initiatives, and ensuring our most valuable clients derive maximum benefit from their investment in Fieldguide. This position transcends the traditional PMO function by being externally focused and deeply integrated into customer success, expansion strategy, executive engagement, and the complex orchestration of multiple stakeholders. You will collaborate closely with Strategic Account Executives, Customer Success teams, executive leadership, and various cross-functional partners to guarantee that our enterprise clients are not only satisfied but are actively expanding their use of Fieldguide and forging deep, strategic partnerships with us.
• • Your core responsibilities will encompass several key areas:
• • *CUSTOMER STRATEGY & EXPANSION**
• • Develop and meticulously own comprehensive enterprise-wide account plans. These plans will be instrumental in aligning Fieldguide's strategic value proposition with the unique vision, evolving priorities, and critical business outcomes of each key client.
• • Proactively coordinate and drive complex, cross-practice initiatives. This involves seamlessly connecting leaders across Advisory, Audit, Technology, and operational departments within the client organization with the appropriate internal Fieldguide product and delivery resources, ensuring a cohesive and effective engagement.
• • Act as a key partner to the Strategic Account Executive in identifying, prioritizing, and executing expansion opportunities. This requires a keen understanding of the client's evolving needs and how Fieldguide can further support their growth and operational efficiency.
• • *EXECUTIVE & STAKEHOLDER ENGAGEMENT**
• • Establish yourself as a trusted advisor and the central point of strategic coordination for executives and senior leaders within our client organizations. Building and maintaining these high-level relationships is paramount.
• • Skillfully facilitate Executive Business Reviews (EBRs) and strategic alignment sessions. These engagements are crucial for reinforcing the value Fieldguide delivers, securing executive sponsorship, and deepening the strategic partnership between Fieldguide and the client.
• • *CROSS-FUNCTIONAL ENABLEMENT**
• • Orchestrate and energize internal Fieldguide teams, including Sales (Account Executives), Executive Leadership, Product Management, Customer Success Engineering (CSE), Customer Success Management (CSM), Revenue Operations (RevOps), and Marketing. Your role is to remove obstacles, streamline delivery processes, and ensure proactive, positive outcomes for the client.
• • Function as the critical, integrated linchpin across all internal functions. By minimizing friction and accelerating customer momentum, you will ensure a smooth and efficient experience for our enterprise clients.
• • *OPERATIONAL EXCELLENCE**
• • Design, implement, and refine playbooks, frameworks, and repeatable patterns for effectively managing enterprise-level complexity. This includes establishing robust methods for tracking initiatives and reporting progress in a clear and concise manner.
• • Leverage both qualitative insights gleaned from client interactions and quantitative data signals to inform strategic decisions. This data-driven approach will be essential for continuously improving the customer experience and driving better outcomes.
• • *THOUGHT LEADERSHIP**
• • Act as a strong internal advocate for customer needs. Your deep insights into client challenges and opportunities will be invaluable in shaping Fieldguide's product development and roadmap discussions.
• • Represent Fieldguide at key customer events, industry forums, and executive gatherings. This external presence will be vital in elevating Fieldguide's brand recognition and communicating our strategic value proposition to a wider audience.