Head of Deployed Intelligence

FieldguideSan Francisco, CA
Remote

About The Position

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.

Requirements

  • 10+ years of experience across product, consulting, operations, or professional services, with exposure to technology-driven transformation
  • Experience working on AI-enabled products, workflow automation, or data-driven platforms
  • A strong ability to analyze complex business processes and reimagine how they should work in a modern, AI-native environment
  • Experience leading or contributing to change management initiatives, helping teams adopt new tools, processes, and ways of working
  • Excellent written and verbal communication skills, with a track record of collaborating across product, engineering, design, and business stakeholders
  • Comfort operating in ambiguous, fast-moving environments, where you help define both the product and the process as you go
  • A technical, business, accounting, or related degree, or equivalent professional experience

Responsibilities

  • Lead High-Impact Agent Pilots
  • Build and Deliver Custom Agents
  • Lead Agent-First Workflow Redesign
  • Drive Firm-Level Adoption
  • Build the Deployed Intelligence Function
  • Build and Lead Advisory & Audit Engineering Teams

Benefits

  • Competitive compensation packages with meaningful ownership
  • Flexible PTO
  • 401k
  • Wellness benefits starting on your first day
  • Technology & Work from Home reimbursement
  • Flexible work schedules
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