The company builds AI for investment banks, private equity funds and investment firms, aiming to speed up, sharpen and reshape how their financial work gets done.
It has a growing global client base, strong product-market fit and funding from well-regarded investors, and is scaling fast in a new category of enterprise AI.
The team is small in spirit but driven: people who take ownership of hard problems and keep the user at the center.
Responsibilities
Run tailored product demos that show how the platform fits into investing work such as diligence, portfolio construction and deal execution.
Make the case early in each sales cycle for how the fund could rely on the platform across diligence and investment committee preparation.
Act as the domain expert for prospects from the first conversation, anticipating their needs and building consultative relationships that carry the deal forward.
Design proof-of-value exercises that map the platform to each prospect's workflows, deal types and investment process, and agree success criteria with them up front.
Tie those criteria to outcomes that senior leaders care about, and gather the evidence that turns an evaluation into a commitment.
Build demo environments, messaging and enablement materials that help prospects see the value and help colleagues win more deals.
Work with Sales, Product and Engineering to improve the product and go-to-market approach.
Turn customer feedback, workflow knowledge and market trends into clear recommendations for the product roadmap.
Requirements
3-5+ years of front-office experience at a top-tier investment bank, private equity firm or hedge fund.
Working knowledge of how investors and bankers operate, including diligence, financial modeling, valuation, investment committee preparation and deal execution.
Executive presence and the ability to earn trust with partners, managing directors and technical leaders.
Strong written and verbal communication, whether presenting a polished demo or explaining a complex financial idea on the spot.
The ability to link a prospect's business problems to the product and explain them to technical and non-technical audiences.
A structured, results-driven way of working, comfortable setting success criteria, scoping evaluations and building the case that closes a deal.
Genuine interest in AI and a clear view of how it will change financial services.
Bachelor's degree or above.
You thrive in fast-paced settings, bring high energy and care deeply about your work, and are excited by the prospect of working at a startup.
You are ambitious and enjoy tackling problems others consider out of reach.
You are curious and enjoy learning about AI, technology and finance.
You take ownership, work independently and are comfortable with ambiguity.
Even better: experience in sales, business development or LP-facing roles, managing client relationships and commercial conversations with enterprise customers.
Even better: experience working with Product or Engineering to turn customer requirements and financial workflows into product improvements.
Even better: experience in B2B SaaS, fintech or AI, especially in customer-facing or solutions roles.
Benefits
Strong product adoption with leading financial institutions, with a lot of room left to grow.
A team that takes talent seriously, where you work alongside some of the sharpest people in AI and finance.
Work on bringing AI to the core of Wall Street, one of the most ambitious and technically demanding problems today, at a scale few other places offer.
Real ownership of your area, with the world's most demanding users relying on your work.
Work at the edge of what the best models can do and turn it into products people trust.