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FieldguideFI

Marketing Operations

Fieldguide is an AI platform for advisory and audit services, streamlining the entire engagement lifecycle for firms and their clients. Built by former Big Four practitioners and Silicon Valley technologists, their AI-powered, cloud-based software helps firms address talent shortages, improve margins, and enhance client satisfaction.

Fieldguide

Employee count: 51-200

United States only

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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 ESG. The company is based in San Francisco, CA, but is remote-first, allowing employees to work from anywhere. They value diversity and are seeking teammates who share their values and enthusiasm for building a great culture and product. As a Marketing Operations Manager, you will focus on the North American market and work closely with the Sales team to optimize the execution, tracking, and reporting of marketing campaigns.

Requirements

  • 5+ years in a B2B SaaS Marketing Ops role in a small to medium company that is scaling.
  • Proven experience building marketing campaign assets (emails, forms, landing pages, lists) and workflows in HubSpot as a Marketing Operations professional.
  • Proficiency in all areas of HubSpot at the Enterprise level (Marketing Hub Enterprise, CRM Hub Enterprise, and Operations Hub).
  • Working knowledge of HTML, advanced data analysis, and dashboarding skills.
  • Strong command for using AI tools (LLMs, copilots, low-code/no-code AI platforms) as part of your daily workflow.
  • Experience with Clay, N8N, Apollo.io, Influ2, Monday.com and others.
  • Resourceful and creative problem-solver, with strong analytical skills and high attention to detail.

Benefits

  • Competitive compensation packages with meaningful ownership
  • Unlimited PTO
  • 401k
  • Wellness benefits starting your first day
  • Technology & Work from Home reimbursement
  • Flexible work schedules

About the job

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Job type

Full Time

Experience level

Location requirements

Hiring timezones

United States +/- 0 hours

About Fieldguide

Learn more about Fieldguide and their company culture.

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We are Fieldguide, and we're passionate about transforming the audit and advisory industry. Our journey began when our CEO and co-founder, Jin Chang, experienced firsthand the burnout and inefficiencies prevalent in the profession during his time at a Big Four accounting firm. He envisioned a future where technology could do more than just assist; it could fundamentally reshape how practitioners work. Teaming up with Chris Szymansky, our CTO and co-founder whom he met at legal AI startup Atrium, they set out to reimagine workflows for auditors. We saw a clear opportunity to leverage AI to address the growing imbalance between the high demand for accounting services and the shrinking supply of accounting graduates and CPAs. Our purpose at Fieldguide is to improve the lives of these dedicated professionals – the very people who facilitate trust in commerce and capital markets.

We're building a platform for auditors that takes the pain away from their daily tasks. Our AI-powered, cloud-native software is designed to digitize the end-to-end engagement lifecycle, incorporating the latest in generative and agentic AI to deliver dramatically better results. With just a few clicks, our customers can send client requests, generate reports, summarize documents, and associate client materials with relevant accounting controls. By automating the mundane aspects of the audit process, we empower CPA firms to take on more business without a corresponding increase in headcount, driving margin growth and freeing up professionals to focus on higher-value strategic work. We're proud that in a short time, nearly 40 of the top 100 CPA firms have entrusted Fieldguide to enhance their client engagements. We are committed to addressing the talent shortage in the CPA industry by providing AI solutions that enable practitioners of all levels to tackle manual tasks with speed, high quality, and in a secure, privacy-conscious manner. Our mission is to revolutionize the way advisory and audit work is done, delivering a broader range of AI cloud solutions to firms of all sizes.

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Fieldguide

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