Business Development Rep

• Own inbound lead management
• Execute outbound campaigns
• Set meetings that matter
• Support sales collateral creation
• Keep CRM immaculate
• Learn the product and space deeply
• Constantly iterate

Business Development Representative

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.

Enterprise Account Executive

Financial Planning and Analysis

• Own Core Accounting Operations
• Manage functional areas of general accounting, payroll, 401K administration, stock administration, fixed assets, and, accounts payable and receivable.
• Lead the monthly close process end-to-end, ensuring timely and accurate financial reporting
• Maintain the general ledger and ensure compliance with GAAP
• Prepare financial statements with flux analysis and present to management
• Ensure balance sheet and other high risks accounts are reconciled monthly and documented.
• Manage external accountants, auditors, and tax providers as needed
• Run Day-to-Day Finance Workflows
• Own accounts payable and accounts receivable processes, including invoicing, collections, and vendor payments
• Improve and scale billing, expense management, and cash flow visibility
• Ensure strong financial controls and clean, reliable data
• Work with Head of Finance on budgeting, FP&A & other ad hoc projects
• Build and Improve Financial Systems & Processes
• Partner with the Head of Finance to design and implement scalable finance systems and workflows
• Evaluate and implement tools across accounting, billing, and financial operations
• Drive process improvements across close, reporting, and cross-functional finance workflows
• Serve as business partner and interact with leadership team on a proactive basis to identify areas of opportunity and develop improvement recommendations, as needed.
• Compliance
• Coordinate all audit and tax activities: oversee sales, property, income tax filings.
• Handle risk management and annual renewal process
• Manage state and regulatory compliance relating to Finance
• Support Broader Finance & FP&A Efforts
• Assist with budgeting, forecasting, and financial planning
• Support ad hoc analysis for leadership (e.g., pricing, unit economics, spend efficiency)
• Collaborate with teams across the company on financial insights and decision-making.

Business Development Representative

Enterprise Account Executive

Accounting & Finance Manager