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AI Strategist, Financial Services

Perplexity· Sales
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Hybrid (San Francisco), Hybrid (New York City)$215k - $250kFull-timePosted 2mo ago

About the role

AI Strategist focused on financial services within Perplexity's Applied AI team, owning strategic customer engagements from discovery through deployment, bridging customer workflows with Perplexity’s platform and driving revenue opportunities.

Responsibilities

  • Lead discovery with banks, PE firms, hedge funds, and asset managers: what matters to the investment team, what problems they are solving, and which workflows are worth automating
  • Define scope—what is the right thing to build—and own success metrics, pilot design, and commercial structure
  • Drive deployment and rollout across front-office teams, with real revenue responsibility alongside Sales
  • Build and deliver compelling, workflow-specific demonstrations: screening, comps, diligence, earnings analysis, research synthesis, portfolio monitoring
  • Prototype workflows, skills, and connector configurations hands-on in Perplexity Computer and the API Platform to prove value in the customer's own use cases
  • Run pilots and evaluations that hold up to scrutiny from skeptical analysts and PMs
  • Translate how deal teams, research desks, and portfolio managers actually work into product, connector, and data-partnership priorities
  • Assess market data, filings, transcripts, and research integrations to serve each finance sub-vertical and drive roadmap
  • Codify repeatable engagement patterns: discovery templates, finance-specific reference workflows, demo libraries, and deployment playbooks
  • Own senior relationships with investment professionals and technology leaders; move engagements through qualification, scoping, proposal, pricing, legal, and close
  • Create urgency, write crisp follow-ups, and know when to push and when to wait

Qualifications

  • 3+ years of direct experience in investment banking, private equity, hedge funds, equity research, or institutional asset management
  • 6+ years of total experience spanning finance and technical GTM, sales engineering, solutions architecture, AI product strategy, or applied AI with customer exposure
  • Deep fluency in front-office workflows: screening, comps, diligence, earnings, research synthesis, portfolio construction and monitoring
  • Strong intuition for AI products, agents, and workflows, with ability to understand technical systems without needing every detail pre-digested
  • Comfortable working shoulder-to-shoulder with Forward Deployed Engineers and technical teams: scoping builds together, pairing on prototypes, and translating customer requirements into engineering-ready specs
  • Demonstrated ability to turn ambiguous customer problems into scoped, executable deployment plans with clear success metrics
  • Strong commercial instincts and comfort operating with MDs, partners, PMs, CIOs, and CTOs
  • Excellent written and verbal communication; able to write proposals, customer memos, technical scopes, and launch narratives
  • High agency and low ego, with the ability to run multiple complex customer workstreams in parallel and make progress before the playbook exists

Skills

Required:Discovery and stakeholder managementSolution scoping and pilotingFrontend/QA demonstrations and proof-of-workSales engineering collaboration

Benefits

  • Full-time U.S. benefits including equity, health, dental, vision, retirement, fitness, commuter and dependent care accounts, and more
  • International benefits tailored to region of residence
Last updated Jul 29, 2026. Interested? Apply on the company site.

About Perplexity

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