About the role
Why Rogo Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them. This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. . With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI. Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us. What You Will Own Rogo's Advisory function is a team of former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You’ll lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams. Similar to how Solutions Architects secure the “technical win,” you’ll drive the “financial win” by translating Rogo’s capabilities into real impact across banking and investing use cases. Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them. Establish yourself as a credible expert in solving customers’ specific problems (e.g., public company financial research, M&A advisory, company diligence workflows). Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and
benefits relevant to each prospective client’s potential use cases. Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types. Act as the “Voice of the Customer,” using your industry perspective to help the broader sales team to develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens. Tailor the introduction of new solutions to specific customer needs. Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make bankers/investors better at their jobs. Conduct research and analysis on customers and competitors. What You Will Need 3+ years of equity research experience Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels. Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos. Curiosity about AI’s potential to transform financial services. Sales or LP-facing experience, including business development and/or experience directly managing banking client matters and client relationships.
