Head of Deployed Intelligence

Head of Deployed Intelligence About Us 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 financial audit. 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 Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more. 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 that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth. As an early stage start-up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by bringing together 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 The Head of Deployed Intelligence is responsible for turning agents into real operating leverage inside CPA firms, beginning with Risk Advisory and Financial Audit. This role owns: - Leading structured agent pilots and converting them into scaled deployments - Designing and delivering custom agents aligned to firm methodologies - Building and scaling an agent-first operating model across Advisory and Audit This is an operating role accountable for embedding agents into live engagements and reshaping how work gets done. What You’ll Do 1. Lead High-Impact Agent Pilots Design and execute structured pilots inside strategic accounts that prove agent value in real workflows. - Identify high-leverage use cases across audit and advisory engagements - Define pilot scope, workflow integration, and rollout plans - Lead cross-functional execution with CSMs and Agent Architects - Convert successful pilots into broader firm-wide deployments 2. Build and Deliver Custom Agents Own agent customization as a core capability. - Conduct deep discovery of firm methodologies, documentation standards, and engagement models - Translate firm-specific approaches into tailored agent behavior and outputs - Partner with Agent Architects to configure logic, structure, and output formats - Oversee validation and go-live within live engagements - Develop scalable customization frameworks that preserve depth while enabling reuse 3. Lead Agent-First Workflow Redesign Drive structural workflow transformation across Advisory and Audit practices. - Map current-state engagement workflows - Redesign workflows for active agent participation across planning, testing, documentation, review, and reporting - Redefine human-agent role allocation within engagement teams - Build structured rollout plans tied to recurring engagement cycles - Establish maturity stages for agent integration within firms 4. Drive Firm-Level Adoption Ensure agents become embedded in real engagement teams, not layered on top. - Develop structured rollout and change plans - Align firm leadership around expectations and operating shifts - Design enablement programs for partners, managers, and staff - Identify and resolve adoption friction points - Partner closely with CSMs to integrate agent strategy into account plans 5. Build the Deployed Intelligence Function Create the systems that make transformation repeatable. - Standardize frameworks for pilot design, customization, workflow redes ... (truncated, view full listing at source)