Field & Community Marketing Lead

Puzzle is redefining how companies navigate their financials. We've built modern, AI-powered accounting software that empowers accounting firms and the founders they serve with real-time, comprehensive financial insights. Our platform drafts books in real time, integrates natively with Stripe, Ramp, Mercury, Brex, Gusto, and more and delivers AI-powered analysis that goes far beyond traditional accounting systems.

Accounting is relationship-driven. Startups are network-driven. As Puzzle scales, the way we win is through trust, presence, and relationships built in the room — across both the accounting firm community and the founder/VC ecosystem.

We're hiring a Field & Community Marketing Lead who is already embedded in the SF startup and venture ecosystem — with strong personal relationships across founders, investors, and operators — and who is ready to build that same depth of presence in the accounting firm world.

Every activation and community program you run is expected to generate pipeline, drive meetings, and move revenue. You'll be measured like a revenue owner, not just a marketer.

What We're Looking For

You will own strategy and execution across field events and community programs — for both of Puzzle's core segments: accounting firms and founders/SMBs.

Accounting firm decision-makers are concentrated at a small number of industry events and community touchpoints — and showing up consistently, credibly, and with the right relationships is how we win there. The founder and VC ecosystem is the second critical channel, and your existing network is a core asset from day one.

You'll work closely with Sales and Marketing to ensure every activation has clear objectives, structured follow-up, and measurable ROI.

Day-to-day work can be done remotely, but candidates based in the San Francisco Bay Area are strongly preferred given the nature of the role. Willingness to travel for conferences, events, and industry engagements is required.

What You'll Own

Field Events & Experiential Marketing

Accounting firm leaders evaluate vendors and make switching decisions at a concentrated set of industry events — and we need to show up properly, consistently, and with a plan to convert.

• Own Puzzle's presence and activation strategy at key accounting conferences

• Prioritize getting in front of curated, qualified audiences efficiently

• Plan and execute premium experiences across both segments: executive dinners, founder roundtables, VC-hosted events, accounting firm peer gatherings, and accelerator community meetups

• Build repeatable, scalable playbooks for dinners, webinars, and roundtables that Sales can activate across markets

• Own the full event lifecycle: concept, sourcing, logistics, vendor management, budget, and post-event Sales handoff

• Every event must be targeted, brand-elevating, and tied to meetings booked and pipeline created — not just attendance

Community Building

• Launch and scale structured community programs for both accounting leaders and startup operators

• Build engagement loops that go beyond one-time events: recurring dinners, peer networks, office hours, and champion programs

• Identify, nurture, and activate customer advocates who amplify Puzzle organically across their networks

• Represent Puzzle in rooms where accounting leaders and founders are making decisions about their tools

Social Media & Brand Amplification (supporting channel)

• Support Puzzle's social presence across LinkedIn and X — amplifying event moments, community highlights, customer stories, and partner milestones in real time

• Ensure every activation shows up socially — turning field moments into ongoing brand presence

• Maintain a consistent tone that reflects a premium, modern brand across both audiences

Revenue & ROI — Non-Negotiable

• Define and own success metrics: meetings booked, pipeline sourced and influenced, event ROI, community engagement

• Build clear Sales handoff processes post-event — warm introductions, not cold leads in a spreadsheet

• Report performance to GTM leadership with honest, data-driven analysis

• Continuously optimize — more of what drives pipeline, less of what doesn't

Who You Are

• 5–8+ years in field marketing, community, or ecosystem marketing in B2B SaaS

• You have existing relationships in the SF and/or NYC founder and VC ecosystem — you know the partners at the accelerators, the operators in the communities, the people who host the dinners

• You may already have relationships within accounting networks and CAS communities — if not, you build credibility fast and are genuinely excited to own that world

• Proven track record producing high-quality, executive-level events with measurable revenue outcomes

• Comfortable owning both strategy and execution — you can concept a dinner series and manage the venue vendor in the same week

• Strong project management, budget ownership, and vendor coordination skills

• Based in San Francisco or Bay Area and willing to travel regularly

Nice to Have

• Experience at a fintech, vertical SaaS, AI, or back-office tools company

• Background working directly with accelerators, VC firms, or founder communities

• Existing relationships in the accounting firm or CAS community

What’s in it for you?

Join Puzzle Financial at a pivotal growth stage where you'll help redefine and reimagine how companies handle their financials while building your career in a flexible, remote-first environment. You'll have the opportunity to make a significant impact, work with innovative founders, and develop valuable expertise at the intersection of modern accounting and fintech.

Here is a preview of some of the amazing benefits here at Puzzle:

• Competitive compensation

• 100% paid employee health, dental, and vision plans

• 10 observed holidays and a flexible PTO policy so you can recharge

• $1000 home office budget to get you set up for success

• $2400 co-working budget for face time with your colleagues

• $600 learning and development budget

• 401K so you can save for your future

• And much more

*Visa Sponsorship Notice: Puzzle does not provide visa sponsorship for new hires at this time. We can only consider candidates who are legally authorized to work in the U.S. or Canada without requiring new visa sponsorship or transfer of an existing visa.

Candidates should be currently residing in the U.S. or Canada to be eligible for this position. If hired, you will be required to present proof of work authorization. This employer is a participant of the E-Verify program.

Puzzle is an equal opportunity and affirmative action employer. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law