What the role involves
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
About F2
F2 is the AI platform for private markets investors. Purpose-built for private credit, private equity, and commercial banking, F2 accelerates diligence, underwriting, and portfolio monitoring, helping teams evaluate deals over 60% faster. F2 turns unstructured deal data into investment-grade analysis and polished memos in minutes. Unlike general-purpose AI, F2 is built with the domain expertise and depth to handle the most complex financial analysis. Already trusted across thousands of deals, F2 makes collaboration easy and retains historical context, so past work compounds into future wins. Headquartered in New York City, F2 is backed by leading investors including NFX, Left Lane Capital, and Y Combinator.
Full F2 profile