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Rogo is an enterprise AI platform transforming financial services by empowering investment banks, private equity funds, and investment firms with AI-driven analytics and workflow optimization. The company has achieved strong product-market fit with leading financial institutions and is scaling rapidly with backing from world-class investors.
In this Advisory, Alliances role, you will lead client engagements across the full sales cycle—from pre-sale discovery through upsell—building consultative relationships with bankers and investors at top financial institutions. You'll serve as a subject-matter expert translating Rogo's AI capabilities into tangible business impact for specific use cases like M&A advisory, public company research, and deal diligence workflows.
Key responsibilities include:
- Engaging with bankers and investors at existing and prospective customers to understand workflow challenges and demonstrate how Rogo's AI solutions address them
- Conducting tailored product demonstrations that validate value and showcase relevant features for each prospect's specific context
- Establishing credibility as an expert in solving financial services problems, positioning yourself as the "financial win" counterpart to technical solutions architects
- Partnering with marketing to develop content resonating with bankers and investors across different practice areas
- Acting as the "Voice of the Customer," synthesizing feedback from a financial services lens to inform sales strategy and product development
- Conducting competitive and customer research to inform go-to-market approaches
You bring 3+ years of experience at a strategic consulting firm (Deloitte, PwC, EY, KPMG, Accenture, or similar) in transaction services, M&A advisory, valuations, or financial advisory serving financial institutions. You have strong executive engagement skills, outstanding presentation abilities, and direct experience managing client relationships in deal or advisory contexts. You're curious about AI's potential in financial services, thrive in fast-paced startup environments, and are comfortable with ambiguity and ownership.
