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Principal/Staff Product Manager, Risk Advisory

Role overview

Summary

This role focuses on shaping the product strategy and roadmap for agentic advisory engagements at Fieldguide. You will work closely with engineering, design, and customer-facing teams to enhance the software used by top accounting firms, ensuring it meets the needs of practitioners while driving adoption.

Qualifications

  • 10+ years of product management experience, including leading a major product line at the staff level or equivalent.
  • Experience shipping AI agents in production for a B2B product, with evals and a clear approach to quality.
  • Strong familiarity with advisory and assurance work (SOC 2, PCI, HITRUST, ISO or NIST).
  • Strong technical fluency, comfortable discussing LLM and agent architecture with engineers.
  • Preferred: Able to hold a strategic position under sustained pressure from commercial stakeholders.

Responsibilities

  • Shape the strategy for the end-to-end agentic advisory engagement and own the roadmap and execution.
  • Define how practitioners supervise agents, including exception handling and corrections.
  • Work with engineering, design, and AI quality teams to extend agents across frameworks and engagement phases.
  • Partner with customer success, sales, and marketing to communicate the strategy and drive adoption of agentic workflows.

Key facts

Hard skills

Other skills

  • Technical Acumen
  • Communication
  • Collaboration
  • Problem Solving
  • Detail Oriented

About the company

Fieldguide logo

Fieldguide

  • Accounting, Audit & Tax
  • Scaleup
  • 11–50
Fieldguide is an enterprise software company building automation and collaboration software for assurance and advisory firms. Built by former Big Four practitioners and experienced technology leaders, our platform digitizes the end-to-end engagement workflow on a single, cloud-native platform. Fieldguide is trusted by top CPA firms to boost margins, win new business, and build stronger client relationships. We are backed by top venture capital firms, including 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, and more.

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Job description

About Us

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of advisory, audit, and tax practitioners at the world's largest CPA firms. Put simply, we build software for the people who enable trust between businesses.

We're based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Goldman Sachs, Bessemer Venture Partners, 8VC, and Y Combinator.

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. Fieldguide's team is inclusive, driven, humble, and supportive. We are deliberate and self-reflective about the kind of team and culture we are building, seeking teammates who are not only strong in their own aptitudes but care deeply about supporting each other's growth.

As a growth stage startup employee, you'll have the opportunity to build the future of business trust. We make audit practitioners' lives easier by eliminating 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

Fieldguide is the market leader in AI-native software for risk advisory and assurance practitioners, working with the majority of the top 100 accounting firms. Our agents already support work across risk advisory frameworks, including SOC, PCI and HITRUST. Now we’re taking the next step: agents that carry the whole advisory engagement, from scoping through sign-off, with practitioners stepping in only for exceptions and judgment calls.

As Principal/Staff Product Manager for Advisory, you will help shape the product strategy and roadmap that extends our agents from individual workflows to the full engagement lifecycle. You'll be building from a position of strength, with customers who already trust us and who are skeptical, expert and deeply invested in the quality of their work.

What You'll Do

  • Shape the strategy for the end-to-end agentic advisory engagement, and own the roadmap and execution that connect planning, testing and review into a single experience managed by agents

  • Define how practitioners supervise agents: what stays human, how exceptions surface, and how corrections make the agents better over time

  • Work with engineering, design and our AI quality teams to extend our agents across frameworks and engagement phases, with measurable evals and ground truth you help define

  • Work directly with partners, methodology owners and practitioners at top firms, including onsite, and bring what you learn back into the roadmap

  • Partner with customer success, sales and marketing to communicate the strategy and drive adoption of agentic workflows across our largest accounts

Who You Are

  • 10+ years of product management experience, including leading a major product line at the staff level or equivalent

  • Experience shipping AI agents in production for a B2B product, with evals and a clear approach to quality, not just AI features

  • Strong familiarity with advisory and assurance work (SOC 2, PCI, HITRUST, ISO or NIST), either as a practitioner or as a PM who built software for it.

  • Strong technical fluency: comfortable talking with engineers about LLM and agent architecture, evals, and trade-offs without needing to write code

  • Able to hold a strategic position under sustained pressure from commercial stakeholders and our largest customers, and to change it when the argument is genuinely good

  • Comfortable working with detail-oriented, skeptical audiences and translating their workflow into product requirements.

 

More About Fieldguide

Fieldguide is a values-based company. Our values are:

  • Fearless: Inspire and break down seemingly impossible walls.

  • Fast: Launch fast with excellence, iterate to perfection.

  • Lovable: Deliver happiness and 11 star experiences.

  • Owners: Execute and run the business with ownership.

  • Win-win: Create mutual value and earn trust for life.

  • Inclusive: Scale the best ideas with inclusive teams.

 

Benefits

  • Competitive compensation packages with meaningful ownership

  • Flexible PTO

  • 401k

  • Wellness benefits, including a bundle of free therapy sessions

  • Technology and Work from Home reimbursement

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