AI Strategist, Financial ServicesActive$215K–$250K

Hybrid · San FranciscoFinance

The opportunity

Perplexity is an AI-powered answer engine founded in December 2022 and growing rapidly as one of the world's leading AI platforms. Perplexity has raised over $1B in venture investment from some of the world's most visionary and successful leaders, including Elad Gil, Daniel…

What they're looking for

  • Translate how deal teams, research desks, and portfolio managers actually: work into product, connector, and data-partnership priorities
  • Assess whether we have the right market data, filings, transcripts, and: research integrations to serve each finance sub-vertical—and drive the roadmap where we do not
  • 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