AI Deployment Strategist

Eleve TalentNew York City, NY
Hybrid

About The Position

F2 is redefining how the financial sector operates by bridging the gap between legacy workflows in institutional finance and the future of AI-driven efficiency. While large financial firms make up the backbone of the economy, their front and middle-office processes are still manual, spreadsheet-heavy, and fragmented. We've built the leading vertical AI platform for private markets and commercial banking. We transform dense, unstructured deal materials into auditable, decision-ready insights in minutes. This role is a unique opportunity to join a small, talent-dense team building on the bleeding edge of AI for finance.

Requirements

  • 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 OR 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 (e.g., iterated on a prompt, tried building side projects, keep up with the state of AI).
  • Strong communication skills with experience presenting to executive audiences.
  • Ability to explain complex concepts to non-technical finance professionals.
  • Commerciality and professional polish.
  • Excited to spend hours in front of clients, drive commercial discussions, and be the direct owner of complex, multi-thread engagements.
  • A desire to work in NYC.

Responsibilities

  • Work with Account Executives to win clients, playing a key role in the trial process by customizing the F2 platform, building relationships, and helping power users make an ROI case to their broader organization.
  • Customize the platform and drive usage by being the client's day-to-day contact at F2, identifying and prompt engineering new workflows, training new users, and expanding into new teams that can benefit from F2.
  • Act as the voice of the client to our product team by identifying clients' product wishlists, communicating requirements to our Product and Engineering teams, and testing new features at the forefront of AI for finance.
  • Grow revenue with existing clients by monitoring client usage trends and identifying the right time to pitch and execute on expansion and upsell opportunities.

Benefits

  • Direct ownership with meaningful upside based on success.
  • Opportunity to work alongside a world-class team in a fast-paced startup environment.
  • Front-row seat with clients, working directly with investors and bankers at top private credit, private equity, and banking firms.
  • Room to grow in your own direction, with opportunities to define the function, move into product, or build out GTM.
  • Experience at the frontier of AI, helping capture the latest improvements and turn them into client outcomes.
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