AI Deployment Strategist

F2 is the AI platform for private markets investors. Purpose-built for private credit, private equity, and commercial banks, F2 helps teams evaluate deals over 70% faster. Already trusted across thousands of deals, F2 makes collaboration easy and retains historical context, so past work compounds into future wins.

F2 accelerates private market investors’ workflows, streamlining the screening, underwriting and portfolio management processes. It connects data from financial models, data rooms, and 3rd party data to automate complex analysis, surface insights faster, and generate investor-grade, IC ready materials in minutes.

Headquartered in New York City, F2 is backed by leading investors including NFX, Left Lane Capital, and Y Combinator.

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.

• 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

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.

• 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

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.