AI Deployment Strategist

About F2

The AI platform for private markets investors

Tech

F2 is an agentic AI platform, purpose-built for private markets investors, where the data is complex, unstructured, and high-stakes. Our core challenges are transforming massive volumes of unstructured deal data (PDFs, spreadsheets, documents, emails) into structured, investment-grade analysis using modern AI systems. We combine deep domain-specific modeling with human-in-the-loop workflows that bring real interpretability and reliability to financial AI. We’re tackling hard problems in: -Building agents: context-engineering for a leading financial analysis agent -Document intelligence: text and table understanding, and multimodal retrieval -Contextual embeddings for finance-specific reasoning -LLM orchestration, evaluation, and safe generation -High-performance data pipelines for ingesting and structuring private-markets data Stack: Next.js / React + Python and FastAPI, PostgreSQL for persistence, and a mix of vector and analytical stores for retrieval and aggregation. We deploy on AWS with containerized workloads, and our ML infrastructure integrates open-source LLMs and retrieval systems tuned for domain-specific accuracy and latency. If you want to build AI that actually understands the messy real-world data that drives trillion-dollar markets, this is it.

The role

## The Role:As **AI Deployment Strategist** , you’ll work across customer success, sales, and engineering to ensure technical clarity and execution—before, during, and after the sale of our cutting-edge F2 product. You’ll become the AI prompting authority for the business, forming the technical backbone of the go-to-market motion.## **You will:**- **Support the F2 sales process** by joining prospect and client calls to address technical product questions- Own customer **due diligence** : complete InfoSec questionnaires, and continuously improve our DDQ knowledge base- **Audit** reports generated by users, flag issues to engineering, and support customers in getting value from our AI- **Prompt engineering** : create natural language prompts tailored to customer needs to ensure accurate, relevant report output- Deliver light **technical implementations** , such as configuring SSO or provisioning custom data retention policies- **Ensure CRM hygiene** : maintain clean, structured data to help the customer success and sales teams scale effectively- Be the **voice of the customer to the engineering team—** providing real feedback that helps improve the product## **Who You Are**You’re a versatile operator who can translate between engineers and customers. You know how to handle enterprise buyers, explain complex systems clearly, and work cross-functionally to deliver high-impact outcomes.- Experience **prompting and working with LLMs** and AI SaaS tools- **Familiarity with enterprise information security** concepts and due diligence processes- Strong communicator who is **commercially minded** , customer-obsessed, and tech fluent. You can explain complex concepts to non technical audiences- Ability to **project manage complex workflows** and technical deliverables without writing production code- Strong on keyboard skills, **technically sharp, and** eager to find a path to leveling up your coding skills- **Based in NYC** — we believe the best work is done together, in person at our beautiful corporate HQ in NYC. You’ll have flexibility to work remotely at least 1 day per week.## **Nice to Haves**- Prior experience **reviewing or writing investment memos** or working as an investment analyst is a big plus- Previous roles in technical sales, solutions engineering, customer success, or AI implementation- Familiarity with reporting tools, natural language outputs, or unstructured document processing