F2 Ai

AI Deployment Strategist

New York City, Remote. Posted 14 months ago

The role

Deployment Strategists use financial proficiency and AI fluency to maximize customer usage of the F2 platform. You will own portfolios of accounts end-to-end to drive sales, deploy the product, expand relationships, and inform the product roadmap.

What you will do

  • Work with Account Executives to win clients and play a key role in the trial process
  • Customize the F2 platform and build relationships
  • Help power users make an ROI case to their broader organization
  • Identify prompt engineering new workflows and train new users
  • Expand into new teams that can benefit from F2
  • Identify clients' product wishlists and communicate requirements to Product and Engineering teams
  • Test new features at the forefront of AI for finance
  • Monitor client usage trends to identify expansion and upsell opportunities

Required qualifications

  • 2-5 years of experience in and around private markets at a top-tier private credit, private equity, bank, or private markets-facing consulting firm
  • Alternatively, 4+ years of experience in customer-facing software or AI roles interfacing with private markets or banking clients
  • Demonstrable interest in AI inside or outside of work
  • Strong communication skills with experience presenting to executive audiences
  • Ability to explain complex concepts to non-technical finance professionals
  • Commerciality and professional polish
  • Excitement to spend hours in front of clients and drive commercial discussions
  • Ability to be the direct owner of complex, multi-thread engagements
  • A desire to work in NYC

Benefits

  • Direct ownership of accounts with meaningful upside based on success
  • Work alongside a world-class team in a fast-paced startup environment
  • Front-row seat with clients including investors and bankers at top firms
  • Room to grow in your own direction

About the company

F2 is building a vertical AI platform for private markets and commercial banking. The company transforms dense, unstructured deal materials into auditable, decision-ready insights.