Finance AI Strategist for Front-Office Automation
Perplexity
Perplexity in San Francisco is hiring an AI Strategist for financial services to own strategic engagements from discovery to deployment on our AI platform and API Platform. You will translate investment workflows into concrete product and deployment plans, partnering with sales and engineering to drive revenue and customer value. You will work closely with buyside firms, hedge funds, asset managers, and PMs to tailor workflows, demonstrate capabilities, and shepherd pilots through to production, #J-18808-Ljbffr Perplexity
- Perplexity is an AI-powered answer engine founded... ...for professional finance: Perplexity Computer,... ...search, retrieval, and automation across structured and... ...customers. As an AI Strategist on our Applied AI team... ...deployment and rollout across front-office teams, with real...Front office
- ...is transforming enterprise accounting through powerful integrations, intuitive design, and AI-driven automation. The client’s leadership team includes top engineers and finance professionals from leading technology and finance companies, and they are backed by premier...Suggested
- AI Deployment Strategist San Francisco Customer Success In office Full-time BackOps is building AI-native automation for supply chain and back-office operations at the world's largest enterprises. Our products: Relay (exception detection and resolution) and the AI...SuggestedFull timeWork at office
$150k - $190k
Conversion is the agentic marketing automation platform for modern enterprises. We are looking for a Founding Deployment Strategist to ensure enterprise AI deployments succeed and to bridge between customer value and our engineering team. This in-person role is based in...Suggested- BuildOps is seeking a Senior Product Marketing Manager in San Francisco to lead the go-to-market strategy for Financials and OpsAI. This role requires 5+ years of product marketing experience, ideally in the B2B SaaS space, focusing on strategic insights and market narrative...SuggestedRemote work
- ...Us FlowGen Labs is a frontier enterprise AI company building the zero-touch enterprise... ...of record into an execution layer for finance and operations. Deployed at Fortune 500 companies... ...opportunities where FlowGen can automate adjacent workflows or deliver greater enterprise...Visa sponsorship
$140k - $240k
...Company Valon is building the AI-native operating system for regulated finance, starting with mortgage... ..., AI agents don't just automate tasks, they continuously... ...this role is Deployment Strategists own live enterprise... ...time in the NYC and/or SF office, often 3-5 days per week...Contract workBank staffWork at officeLocal areaFlexible hours3 days per week- ...seeking a Director of Enterprise Architecture, Automation and Integration to lead the EAAI function, reporting... ...CIO. You will orchestrate data flow between front-office and back-office systems, drive automation, and govern AI use across Go-to-Market and Financial systems....Front office
- A leading AI workflow company in San Francisco is seeking a GTM Strategy Manager. In this role, you will analyze go-to-market performance... ...and improve revenue strategies with a strong focus on data and automation. You’re expected to leverage your expertise in tools like Clay...
$150k - $175k
...this role, you will refine go-to-market strategies and implement AI-driven systems to boost productivity across teams. The ideal... ...analyze performance data, design measurement frameworks, and drive automation to enhance effectiveness. The position offers a competitive salary...- Perplexity in San Francisco is building AI-powered platforms for investment professionals. As an AI Strategist on our Applied AI team, you will own strategic financial-services engagements from discovery through deployment, translating client workflows into platform capabilities...
$13 per hour
...DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents... ...-powered platform for designing, automating, and running end-to-end business... ...growth opportunity in the back office, with innovations that flow into the front office. Customers are clamoring for...Front officeFull timeImmediate start$200k - $300k
...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....Front officeFull time- ...Description Join Pigment: The AI Platform Redefining Business... ..., empowering every team—from Finance to HR—to build, adapt, and... ...looking for an AI Deployment Strategist to join our growing team. In... ...to agent-based planning and automation Bridge product, engineering...
$77k - $202k
...in payer operations strategy- Proficiency in data & analytics, automation, AI- Experience in health advocacy and cost benchmarking-... ...implementation and market expansion- Familiarity with payer back-office technology platforms- Advanced quantitative analysis and problem...Full timeH1b$300k
...wide change within the Office of the CFO. You will shape... ...solutions that span finance strategy, process optimization... ...engaging with front‑office leaders to solve... ...implementing firm‑approved, AI‑enabled solutions for... ...analytics to drive automation, insight, and performance...Front officeWork at officeLocal areaFlexible hours$124k - $280k
...the Operations Consulting team you will lead the development of AI-enabled operating models and transformation roadmaps across core... ...operations, payer value chain, and technology platforms- Driving automation and advanced analytics solutions- Structuring complex analyzes...Full timeH1b$200.7k - $250.9k
Mercury is building a complete finance stack for startups. We work hard to create the easiest and safest banking* experience possible... ...interact with our product. We are looking to hire a fraud strategist to bring deep domain expertise, a relentless drive to execute,...$215k - $250k
Perplexity is an AI-powered answer engine founded in December 2022 and growing rapidly... ..., which powers search, retrieval, and automation across structured and unstructured legal... ...it compounds across customers.As an AI Strategist on our Applied AI team focused on the legal...Contract workLocal area$144k - $216k
...this data to enhance our pricing philosophy.Who you areMinimum requirementsMust have a Bachelor's degree or foreign equivalent in Finance, Business Administration, Economics, or a related field, plus three (3) years of experience in finance or deal pricing, investment...Remote work- ...choose where they work - whether in an office, from home, or a combination of the... ...delight.Atlassian is seeking a Principal Strategist to develop our AI strategy. Using qualitative and... ...Influence across all levels from the front lines to C-suite through effective communication...Work at officeLocal area
- RSF Social Finance is seeking an Administrative Associate to be the friendly front-line contact for visitors, staff, and Board members in San Francisco. The role blends front desk duties with back-office support, ensuring smooth operations and excellent service. You will...Front office
- ...Facilities Manager to be the operational backbone of our offices, owning end-to-end facilities operations for the... ..., and LA offices. You will directly manage one Front Desk Office Specialist and collaborate with IT, Finance, and People teams to keep spaces safe, functional,...Front office
- ...our global partnership strategy. The role involves defining vision and building teams to drive significant relationships across the AI ecosystem, including major agency networks and enterprise B2B platforms. The ideal candidate will have 7+ years in strategic partnerships...
$150k - $230k
...San Francisco About Genius AI Genius AI is building technology... ...marketing, client management, finances, staff and inventory... ...put agentic tools directly in front of the businesses we serve; and... ...must be commutable to our SF office and will operate in a hybrid environment...Work at officeLocal areaFlexible hoursNight shift3 days per week$200k - $230k
...for expertise, scale, and technology.Job DescriptionDirector, AI Platform EngineeringLocations: San Francisco, CA / Boston, MA... .... Our best-of-breed products that span the investment firm's front-to-back office will be part of the journey to digital transformation, which...Front officeOngoing contractFull timeCasual workWork at officeFlexible hours- ...The Future of Agentic Buying People are increasingly trusting AI to help them buy things. First AI agents were information aggregators... ...who care deeply about their craft and about each other A front-row seat to a shift in how every company gets evaluated over the...Shift work
$140k - $180k
...Oracle EPM technology stack. This role combines deep finance operations expertise with product management... ...and optimizationDrive large-scale implementation of AI capabilities within Oracle EPM suite to enhance automation, accuracy, and analytical insightsPartner directly...Full timeLocal areaRemote work- ...will ensure technology strategy aligns with business performance and compliance requirements while promoting innovative solutions like AI. The position offers competitive compensation, performance bonuses, and robust benefits, fostering a supportive work environment. #J...
$45k - $55k
...the world works with money. At RSF Social Finance, we bring our individual passions,... ..., values, and operating principles. This front desk administrative position is a key member... ...organization. Responsibilities Reception & Front Office Warmly greet visitors, guests, and...Front officeFull timeWork experience placementWork at office
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