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 Financial Modeling Extern

Business Development Representative – Private Equity/Private Credit

AI Deployment Strategist