F2 - Business Development Representative

About F2

F2 is redefining how the financial sector operates by bridging the gap between legacy workflows in institutional finance and the future of AI-driven efficiency. While large financial firms comprise the backbone of the economy, their front and middle-office processes are still manual, spreadsheet-heavy, and fragmented.

F2 is the leading vertical AI platform purpose-built for private markets and commercial banking. We transform dense, unstructured deal materials into auditable, decision-ready insights in minutes. This is not generic AI tooling. It is core infrastructure embedded directly into underwriting, credit, and portfolio workflows. We are the only fully vertical platform in this space with meaningful, proven revenue and real product–market fit.

Role Overview

We are hiring a Business Development Representative to help drive F2's growth across commercial banking, private credit, and private markets. You will be responsible for identifying and engaging prospective customers, qualifying opportunities, and generating meaningful sales pipeline for our Account Executives.

You will work closely with Sales, Marketing, and Leadership to develop targeted outbound strategies, build relationships with financial professionals, and help shape F2's go-to-market approach as we expand into large financial institutions.

This role is ideal for a driven, commercially minded professional early in their career who thrives in a fast-paced environment, enjoys building relationships, and wants to develop expertise at the intersection of finance, AI, and enterprise sales.

What You'll Do

• Identify, research, and engage prospective customers across commercial banking, private credit, and private equity.

• Execute targeted outbound campaigns through cold calling, email, LinkedIn, and other prospecting channels.

• Qualify inbound leads and generate high-quality meetings and sales pipeline for Account Executives.

• Partner closely with AEs to develop account strategies, refine messaging, and identify opportunities within key financial institutions.

• Build relationships with financial professionals through direct outreach, industry conferences, networking events, and in-person meetings.

• Develop a strong understanding of credit underwriting, investment workflows, and F2's AI platform to communicate effectively with prospective customers.

• Collaborate with Sales and Marketing to improve outbound messaging, sales materials, and prospecting strategies.

• Maintain accurate prospect and pipeline information in HubSpot or Salesforce.

• Track outreach performance, conversion rates, and pipeline generation to continuously improve results.

• Contribute to repeatable sales playbooks and business development processes as F2 scales.

You Might Be a Great Fit if You

• Have 6–18 months of professional experience in business development, investment banking, expert networks, financial services, or a related client-facing role.

• Bring strong communication skills and the ability to engage confidently with senior financial professionals.

• Have experience in outbound prospecting, relationship building, or working directly with institutional clients.

• Have an understanding of private credit, leveraged finance, commercial banking, or a strong aptitude to learn complex financial concepts quickly.

• Thrive in high-ownership environments where initiative, persistence, and adaptability are essential.

• Are naturally curious, coachable, and motivated to continuously improve your performance.

• Have strong commercial instincts and understand the importance of generating qualified opportunities rather than simply maximizing activity.

• Want to build a long-term career in enterprise sales while developing expertise in AI and institutional finance.

• Bonus: Experience at an expert network such as AlphaSights, GLG, Guidepoint, or Third Bridge, particularly supporting private equity or hedge fund clients.

• Bonus: Background in investment banking, leveraged finance, private credit, or commercial bank credit.

• Bonus: SDR or BDR experience at a fintech, financial data, or B2B SaaS company selling to financial institutions.

Why Join F2

• Direct impact on a critical growth vertical as commercial banks, investment banks, and private credit institutions adopt AI to modernize underwriting and portfolio workflows.

• Opportunity to help bring a leading vertical AI platform to market, working with financial institutions making high-stakes investment decisions.

• Work with a small, high-caliber team at a true inflection point for both F2 and AI in institutional finance, with meaningful traction and blue-chip customers already on the platform.

• Gain direct exposure to enterprise sales, working closely with Account Executives and company leadership to build relationships with senior financial professionals.

• Clear career progression toward an Account Executive role, typically within 12 months based on performance and business needs.

• Operate in a high-trust, high-standards culture where initiative, curiosity, and ownership are valued, with opportunities to influence F2's go-to-market strategy.

• Competitive compensation, meaningful growth opportunities, and the chance to help redefine how institutional finance operates in the age of AI.

Compensation & Benefits

• Base salary: $75,000–$100,000

• On-Target Earnings (OTE): $100,000–$120,000

• Equity opportunity

• Hybrid flexibility in New York