About the Role
Join the company's Forward Deployed team, a dynamic group comprised of former bankers and investors, dedicated to guiding top financial institutions on integrating AI into their daily workflows and shaping their long-term strategies. As a key player, you will lead full-cycle client engagements, developing consultative relationships and customizing demonstrations that resonate with both investors and deal teams. Your role will mimic the function of Solutions Architects; however, your focus will be on achieving the financial win by showcasing the company's capabilities and translating them into meaningful impacts across various banking and investing use cases.
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What You Will Own
- Lead client engagements by understanding and addressing the workflow challenges faced by bankers and investors, explaining the company's AI solutions and demonstrating their value.
- Establish yourself as a credible expert in solving specific problems related to public company financial research, M&A advisory, and company diligence workflows.
- Tailor product demonstrations to various financial firms, utilizing questions to affirm how the company can bring value and showcasing its relevant features and benefits.
- Collaborate with the marketing team to create content that resonates with bankers and investors, customized for their unique practice areas and client types.
- Act as the "Voice of the Customer," using industry insights to guide the broader sales team in developing effective strategies and synthesizing feedback for the product team through the lens of financial services.
- Customize the introduction of new solutions based on specific customer needs and further the company's market perception as a credible, significant, and helpful AI solution provider.
- Conduct thorough research and analysis on customers and competitors.
What You Will Need
- A minimum of 3 years of front-office experience at a leading investment bank, private equity firm, consultancy, or hedge fund.
- Skills in executive engagement with the ability to build strong relationships and establish credibility with key decision-makers at all levels.
- Exceptional presentation abilities, whether in impromptu settings or through structured presentations and demonstrations.
- A strong curiosity about the transformative potential of AI in financial services.
- Experience in sales or LP-facing roles, including business development, and managing banking client relationships.
Who You Are
- Fast-paced individual: You thrive in high-intensity environments and are excited to work in a startup setting.
- Ambitious problem-solver: You enjoy tackling challenges that seem impossible to others.
- Curious learner: You derive joy from exploring AI, technology, and finance.
- Autonomous owner: You possess a self-directed work ethic and are comfortable navigating ambiguity.
- Collaborative and considerate: You exhibit organization, thoughtfulness, and kindness in your interactions.
Why Join the Company?
- Growth potential: With strong product adoption among leading financial institutions, the opportunity for expansion is substantial.
- Extraordinary team: Work alongside some of the most talented minds in AI and finance, allowing you to produce your best work.
- Ambitious problem: Engage with one of the most technically demanding and impactful challenges in the industry by integrating AI into Wall Street practices.
- Real ownership: You’ll manage significant responsibilities and see how sophisticated users depend on your contributions.
- Cutting-edge work: Operate at the forefront of advanced AI applications, creating trustworthy products.
