What are the responsibilities and job description for the AI Deployment Strategist position at F2?
About F2
F2 is the AI platform for private markets investors — purpose-built to transform how institutional teams underwrite, diligence, and deploy capital. Our AI converts messy, unstructured deal materials into investment-grade insights in minutes, helping private credit funds, commercial banks, and private equity firms make faster, more confident decisions. Backed by leading investors, including NFX and Y Combinator, we’re scaling a world-class product and engineering team to build the future of vertical AI for finance.
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 SF — we believe the best work is done together, in person at our beautiful office in SF.
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
Salary : $140,000 - $160,000