Rogo
Forward Deployed Banker
New York City or San Francisco. Posted 4 months ago
The role
You will design and lead tailored demos of Rogo's platform to translate AI capabilities into investment banking workflows. You will partner with Sales, Product, and Engineering to drive GTM motion and influence product direction.
What you will do
- Design and lead tailored demos of Rogo's platform
- Partner with Sales, Product, and Engineering to drive GTM motion
- Act as the voice of the prospective customer for product development
- Build consultative relationships with future customers
- Design and run proof-of-value exercises
- Define success criteria with prospects
- Develop demo environments, banking use cases, and enablement materials
- Translate customer feedback and market trends into actionable insights
Required qualifications
- 2+ years of investment banking experience at a top-tier investment bank
- Strong command of core banking workflows including financial modeling, valuation, M&A, capital markets, due diligence, and client presentations
- Executive presence and ability to build credibility with senior bankers
- Outstanding communication and presentation skills
- Ability to connect business problems to solutions for technical and non-technical audiences
- Structured, outcome-oriented approach
- Curiosity about AI and conviction about how it will reshape investment banking
- Bachelor's degree or above
Nice to have
- Experience working directly with clients or leading live deal execution alongside senior bankers and executives
- Experience partnering with Product or Engineering to translate requirements into product improvements
- Previous experience in B2B SaaS, fintech, or AI
About the company
Rogo aims to transform global finance by empowering professionals at investment banks, private equity funds, and investment firms with AI. The company is scaling quickly and defining a new category of enterprise AI.