AI Deployment Strategist
About The Position
F2 is building a vertical AI platform for private markets and commercial banking, transforming unstructured deal materials into auditable, decision-ready insights. The AI Deployment Strategist uses financial expertise and AI fluency to maximize customer use of the platform, owning a portfolio of accounts end-to-end. The role partners with Account Executives on new business and with Product and Engineering on product development. Most of the week is spent working with clients and building workflows inside the platform. The strategist supports customer trials, customizes the platform, builds relationships with power users, and helps clients demonstrate return on investment. As the day-to-day F2 contact, the strategist identifies and prompt-engineers workflows, trains users, expands adoption across teams, conveys client needs to Product and Engineering, tests new features, and identifies opportunities for account expansion and upselling. The role is based at F2’s New York City headquarters, with an expectation of working in person and flexibility to work remotely one day per week. It offers end-to-end account ownership, exposure to leading financial institutions, and opportunities to help shape the function and potentially move into leadership, product, or go-to-market work.
Requirements
- 2–5 years of experience in or around private markets at a top-tier private credit firm, private equity firm, 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, including experimenting with prompts, building side projects, or keeping up with developments in AI.
- Strong communication skills and experience presenting to executive audiences.
- Ability to explain complex concepts to non-technical finance professionals.
- Commerciality, professional polish, and enthusiasm for client-facing work, commercial discussions, and owning complex, multi-threaded engagements.
- Desire to work in New York City, primarily in person at the NYC headquarters, with flexibility to work remotely one day per week.
Responsibilities
- Work with Account Executives during client trials by customizing the F2 platform, building relationships, and helping power users make an ROI case to their organizations.
- Serve as the client's day-to-day contact at F2, identify and prompt-engineer workflows, train new users, and expand platform adoption into additional teams.
- Communicate client product wishlists and requirements to Product and Engineering teams, and test new features.
- Monitor client usage trends and identify opportunities for account expansion and upselling.
- Own a portfolio of accounts end-to-end, from trial through renewal and expansion.
Benefits
- Meaningful upside based on success in owning accounts.
- Direct work with investors and bankers at leading private credit, private equity, and banking firms.
- Opportunities to grow into leadership, product, or go-to-market roles.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
