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Rogo is an enterprise AI company transforming global finance by empowering professionals at top investment banks, private equity funds, and investment firms. The Deployment Associate role is central to Rogo's go-to-market organization, sitting at the intersection of product mastery and client-facing execution.
In this position, you will be deployed directly into live accounts at sophisticated financial institutions, responsible for driving product adoption and generating the evidence that wins deals. You will combine deep product knowledge with domain expertise in financial workflows to accelerate client success.
Key responsibilities include:
- Achieve complete product mastery across the Rogo platform (workflows, skills, agents, integrations, competitive landscape) and serve as a trusted resource in client conversations
- Support rapid user onboarding, confirm system access, and run tailored training sessions for individuals and groups
- Proactively identify inactive users and address friction points before clients escalate issues
- Drive adoption by running office hours, engaging users to identify repeatable use cases, and building relationships with champions who can advocate internally
- Track engagement metrics, successful workflows, client feedback, and measurable impact; partner with Account Executives on evaluation readouts
- Maintain accurate account notes and handoffs; share recurring client needs with Product and contribute reusable playbooks and lessons
This role is explicitly positioned as a direct feeder into Account Executive and pre-sales domain expert seats. Rogo promotes from within, and this program offers a unique path to learn how enterprise AI is actually purchased on Wall Street from inside client accounts.
Requirements:
- BA/BS degree
- 2 to 4 years of work experience in either a client-facing sales role OR investment banking/finance-adjacent field (private equity, asset management, consulting, fintech). Client-facing experience across both is preferred
- Financial fluency: understanding of how investment professionals work and ability to connect product capabilities to research, analysis, and deliverable workflows
- Ability to master complex platforms quickly and explain them simply and credibly to sophisticated audiences
- Strong communication and executive presence; comfort holding your own with Managing Directors, Portfolio Managers, and C-Suite executives
- Clear ambition to impact the GTM team and transition into a quota-carrying sales or pre-sales role
- Genuine interest in AI, technology, and financial workflows
- Thrives in fast-paced, high-intensity startup environments
- Ambitious, curious, autonomous, and collaborative
