SMB Account Executive

Salt Lake City, United StatesRemote

Responsibilities

- 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.
- Own the creation, ideation, and execution of key account and territory plans.

About the Role: As a full cycle SMB Account Executive, you will be responsible for selling Fieldguide's AI Advisory & Audit Cloud solutions as we expand into new territories this coming year. Your main
This role will require working closely with CPA firms in the U.S., where you will navigate a complex, multithreaded sales motion.
By taking a consultative, partner-oriented approach, you will guide firms as they undergo a significant technology shift in the industry—positioning Fieldguide not just as a vendor, but as a true AI partner.
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.
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.

benefits include: - Competitive compensation packages with meaningful ownership - Flexible PTO - 401k - Wellness

responsibilities will be prospecting, identifying, and converting new business development opportunities for net new SMB accounts.
In the SMB space, where many firms are family-owned and deeply community-oriented, you will build authentic, trust-based relationships that respect their legacy while helping them embrace innovation.
Through deep discovery and values-based selling, you will help these firms understand how Fieldguide’s platform can drive efficiency, modernization, and competitive differentiation, ultimately redefining the future of audit and advisory services.
This position will report to the Senior Manager, Sales and is located in Utah.
Must be within 50 miles of Salt Lake City or willing to relocate.
What You’ll Do: - 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.
- 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.
- Maintain CRM diligence, forecasting accuracy, and clear communication with internal stakeholders related to your territory.