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FieldguideFieldguideSan Francisco, CA

Strategic Account Partner - Audit Transformation

Leads strategic orchestration for complex enterprise accounts, aligning executives and cross-functional teams, driving expansion, and ensuring customers realize value. Requires 8+ years in enterprise account, program, or customer success leadership and 5+ years in audit, assurance, or related professional services.

200k – 250k/yr
Remote8+ YOEAccount Management

About the role

Responsibilities

Customer Strategy & Expansion

  • Build and own enterprise-wide account plans aligned with customer vision, priorities, and business outcomes.
  • Coordinate cross-practice initiatives connecting Advisory, Audit, Technology, and operational leaders with internal product and delivery resources.
  • Partner with Strategic Account Executives on expansion opportunity identification, prioritization, and execution.

Executive & Stakeholder Engagement

  • Serve as a trusted advisor and strategic coordination point for customer executives and senior leaders.
  • Facilitate executive business reviews and alignment sessions to reinforce delivered value, unlock sponsorship, and deepen partnerships.

Cross-Functional Enablement

  • Orchestrate internal Account Executive, executive leadership, Product, Customer Success Engineering, Customer Success, Revenue Operations, and Marketing teams.
  • Remove blockers, streamline delivery, ensure proactive outcomes, and accelerate customer momentum.

Operational Excellence

  • Establish playbooks, frameworks, and repeatable patterns for managing enterprise complexity, tracking initiatives, and reporting progress.
  • Use qualitative insights and quantitative signals to inform strategic decisions and improve customer experience and outcomes.

Thought Leadership

  • Advocate for customer needs internally and shape product and roadmap discussions using customer insights.
  • Represent the company at customer events, industry forums, and executive gatherings.

Requirements

  • 8+ years of experience in enterprise account leadership, program leadership, or customer success strategy.
  • 5+ years of experience in audit, assurance, or a closely related professional-services domain.
  • Proven success managing complex, multi-threaded customer relationships at scale.
  • Exceptional communication skills, executive presence, and a consultative approach to building trust.
  • Ability to influence without authority internally and externally.
  • Comfort navigating ambiguity, driving alignment across teams, and accelerating outcomes in fast-paced environments.
  • Deep empathy for customers and passion for enabling their success.

Nice to Have

  • Experience in SaaS, enterprise software, or professional services.

Compensation & Benefits

  • Competitive compensation package with meaningful ownership.
  • Unlimited PTO.
  • 401(k).
  • Wellness benefits starting on the first day.
  • Technology and work-from-home reimbursement.
  • Flexible work schedules.

Skills

enterprise account managementCustomer SuccessAccount Planningexecutive engagementprogram leadershipauditassuranceprofessional servicesSaaSEnterprise SoftwareRevenue OperationsProduct StrategyCross-Functional Leadershipexecutive business reviewsexpansion strategy
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