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Principal/Staff Product Manager, Platform

Role overview

Summary

This role is for a senior product leader responsible for shaping the strategy and execution of Fieldguide's platform. You will work closely with product leadership and cross-functional teams to enhance the platform's capabilities, ensuring it meets the needs of enterprise customers and integrates with existing tools.

Qualifications

  • 10+ years of product management experience, including owning platform or developer-facing products at the staff level or equivalent.
  • Experience building enterprise platform capabilities such as permissions and access control, APIs and integrations.
  • Strong technical fluency to discuss architecture, APIs, and AI agent design.
  • Degree in a technical or related field, or equivalent professional experience.
  • Preferred: Experience with AI agent infrastructure or building tools for customer automation is a strong plus.

Responsibilities

  • Shape the strategy for the agent platform, owning the roadmap and execution
  • Own the enterprise foundations for configurable roles and permissions, delegated template management, and governance
  • Expand customer interaction with Fieldguide through API and MCP
  • Partner with Advisory and Financial Audit PMs to build shared components and define platform contracts

Key facts

Hard skills

Other skills

  • Technical Acumen
  • Communication
  • Leadership
  • Strategic Thinking

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's platform is what every product is built on: documents, sheets, permissions, integrations and the agent infrastructure that runs through all of them. Our agents already support work across risk advisory frameworks and financial audit, and the platform is how we scale that to the whole engagement, to every firm's own methodology, and to the largest accounts' governance and security needs.

As Principal/Staff Product Manager for Platform, you'll be the senior product leader for the platform that agents and enterprise customers run on. Working closely with product leadership, you'll help shape platform strategy and own how it becomes a roadmap and shipped product. That includes giving firms the tools to build and publish their own agents, giving methodology owners and admins the right level of control, and connecting Fieldguide to the AI tools and systems firms already use. You'll partner with the Advisory and Financial Audit product teams, and with the cross-functional agent foundation teams, so every team builds on shared building blocks instead of rebuilding them.

What You'll Do

  • Shape the strategy for our agent platform, owning the roadmap and execution

  • Own the enterprise foundations our largest customers depend on: configurable roles and permissions, delegated template management, and governance and connectivity

  • Expand how customers and their AI tools work with Fieldguide through our API and MCP, so firms can run core engagement work from the tools they choose

  • Partner with the Advisory and Financial Audit PMs and with our agent foundation and AI quality teams to build shared components once and define the contract between the platform and the products built on it

  • Work with engineering and design on architecture trade-offs: what becomes a platform capability and what stays product-specific

  • Work directly with firm administrators, methodology owners and technical teams at our largest customers, including onsite, and bring what you learn back into the roadmap

  • Set the standard for platform thinking across the product organization

Who You Are

  • 10+ years of product management experience, including owning platform, infrastructure or developer-facing products at the staff level or equivalent

  • Experience building enterprise platform capabilities such as permissions and access control, APIs and integrations, or configurable workflows for large customers

  • Experience with AI agent infrastructure, or with building tools that let customers create and configure their own automation, is a strong plus

  • Strong technical fluency: you can go deep with engineers on architecture, APIs and AI agent design without needing to write code

  • Familiarity with audit, assurance or accounting software and workflows is preferred

  • Ability to communicate technical concepts to both technical and non-technical audiences, including recent AI developments

  • Able to hold a strategic position under sustained pressure from multiple product teams and large customers, and to change it when the argument is genuinely good

  • A senior individual contributor who leads through influence, comfortable shaping strategy alongside product leadership and then owning the execution

  • Degree in a technical or related field, or equivalent professional experience

 

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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