Head of Applied Intelligence

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.

Were based in San Francisco CA but built as a remote-first company that enables you to do your best work from anywhere. Were 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 in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguides 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 others growth.

As an early stage start-up employee youll have the opportunity to build out the future of business trust. We make audit practitioners 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 Youll 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 Advisory Engineers and Audit Engineers 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

Required Experience:

Director