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Rogo is an AI-powered platform transforming global finance by empowering investment banks, private equity funds, and investment firms with advanced analytics and workflow automation. The company has achieved product-market fit with a rapidly growing client base and is backed by world-class investors.
As Forward Deployed Banker, you will be Rogo's investment banking expert embedded in the sales motion. You will design and lead tailored product demos that translate AI capabilities into real business impact across core banking workflows including company research, financial modeling, valuation, M&A advisory, capital markets, and client deliverables. You'll paint the vision of what "fully deployed" Rogo looks like for each prospective bank.
Key responsibilities include:
- Partner directly with Sales, Product, and Engineering to drive GTM motion and continuously improve the product, serving as the voice of the prospective customer
- Build trusted, consultative relationships with senior bankers and financial services leaders, establishing Rogo's credibility and shaping evaluations
- Design and scope proof-of-value exercises that map Rogo's capabilities to each bank's specific coverage groups, product areas, and deal workflows
- Define success criteria with prospects upfront, tie them to business outcomes, and build evidence that converts evaluations into commitments
- Develop best-in-class demo environments, banking use cases, and enablement materials that showcase Rogo's fit into real investment banking workflows
- Translate customer feedback, banking workflows, and market trends into actionable insights that sharpen the platform and strengthen competitive advantage
You will work in a fast-paced, high-intensity startup environment alongside a talent-dense team deeply committed to redefining finance through AI. This role offers real ownership of surface area and the opportunity to influence how the world's most sophisticated financial institutions adopt AI.
REQUIREMENTS:
- 2+ years of investment banking experience at a top-tier investment bank
- Strong command of core banking workflows: financial modeling, valuation, M&A, capital markets, due diligence, and client presentations
- Executive presence and ability to build credibility with senior bankers and financial services leaders (analysts through MDs and Group Heads)
- Outstanding communication and presentation skills, both in polished demos and explaining complex financial concepts on the fly
- Ability to connect prospect business problems to Rogo's solutions and explain them to technical and non-technical audiences
- Structured, outcome-oriented approach with comfort defining success criteria, scoping evaluations, and building business cases
- Genuine curiosity about AI and conviction about its impact on investment banking
- Bachelor's degree or above
- Bilingual in English and French with excellent written and verbal communication skills in both
PREFERRED:
- Experience working directly with clients or leading live deal execution alongside senior bankers and executives
- Experience partnering with Product or Engineering to translate customer requirements into product improvements
- Previous experience in B2B SaaS, fintech, or AI in customer-facing or solutions-oriented roles
