Financial Planning and Analysis

• Teach F2 agent best practices across financial models
• Design and standardize financial modeling templates optimized for AI execution with first principles approach
• Define formatting, structure, and best practices consistent with institutional modeling standards
• Perform high-rigor QA on AI outputs to ensure investor-grade precision
• Pressure-test edge cases and help identify failure modes in automated modeling workflows

AI Financial Modeling Extern

Business Development Rep

• Own inbound lead management: Rapidly respond to and qualify inbound interest from GPs, lenders, and private market deal teams.
• Execute outbound campaigns: Partner with Mid-Market and Enterprise AEs to design and execute outbound sequences targeting high-value accounts.
• Set meetings that matter: Your success will be measured by qualified meetings set and pipeline created.
• Support sales collateral creation: Collaborate with AEs and Marketing to refine messaging, tailor outreach, and build decks and 1-pagers.
• Keep CRM immaculate: Ensure our pipeline is always accurate and up to date in HubSpot/Salesforce.
• Learn the product and space deeply: Get fluent in private markets workflows and Arc’s differentiated AI offering. Your credibility with our buyers will be key.
• Constantly iterate: Help refine the BDR playbook, report on conversion metrics, and suggest improvements across the funnel.

Business Development Representative – Private Equity/Private Credit

Artificial Intelligence

• 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

AI Deployment Strategist

Account Executive

• Own the full-cycle sales process for F2's AI platform with commercial and investment banking clients—from first meeting through signed contract and initial expansion.
• Prospect and engage Managing Directors, Group Heads, senior credit officers, and product leaders across corporate, commercial, and investment banking.
• Collaborate with Solutions Engineers and Product to design workflows and demos that showcase F2's differentiated value in credit underwriting, monitoring, and deal workflows.
• Lead pilots and proof-of-concepts, and coordinate with multiple stakeholders across front office, credit risk, operations, and technology.
• Navigate complex legal, risk, compliance, and procurement processes typical of regulated financial institutions.
• Build deep, multi-threaded relationships within key banking accounts, becoming a trusted advisor and long-term partner.
• Capture customer feedback and market signals to inform F2's go-to-market strategy, pricing, and commercial banking product roadmap.
• Contribute to playbooks and repeatable sales motions for commercial and investment banking as a core vertical.

Account Executive, Commercial & Investment Banking

AI Business Development Representative

Sales

• Own revenue growth for private equity and private credit customers
• Lead, coach, and develop two experienced AEs in a player-coach model
• Actively participate in complex, high-value sales cycles with senior investors
• Build and refine a repeatable enterprise sales motion for the investor ICP
• Navigate multi-stakeholder buying processes with credibility and precision
• Partner with product and leadership to inform roadmap and go-to-market strategy
• Help define the next phase of sales team growth and structure

Head of Sales

Product Designer

• Lead end-to-end design across new and existing features — from user research and ideation through prototyping, interaction design, and final UI.
• Collaborate closely with Product and Engineering to translate product strategy into intuitive experiences.
• Define and maintain design systems and visual standards to ensure consistency and scalability.
• Balance business goals with user needs, prioritizing work that drives adoption, engagement, and product delight.