Forward Deployed, Consultant

The role

You will guide financial institutions on applying AI to their workflows and long-term strategy. You will lead client engagements, conduct product demonstrations, and translate Rogo's capabilities into financial impact.

What you will do

• Lead full-cycle client engagements and build consultative relationships.
• Tailor demos to resonate with investors and deal teams.
• Engage with bankers and investors to understand and address workflow challenges.
• Explain and demonstrate the value of Rogo's AI solutions.
• Establish expertise in solving specific customer problems like M&A advisory and company diligence.
• Lead product demonstrations tailored to the context of various financial firms.
• Partner with the marketing team to develop content for bankers and investors.
• Act as the Voice of the Customer to help the sales team and product team.
• Tailor the introduction of new solutions to specific customer needs.
• Conduct research and analysis on customers and competitors.

Required qualifications

• 3+ years of experience at a strategic alliance partner in transaction services, deals advisory, valuations, M&A, or a financial advisory practice serving financial institutions or corporate deal teams
• Executive engagement skills and presence.
• Ability to establish strong relationships with key decision-makers and build credibility at all levels.
• Outstanding presentation skills.
• Curiosity about AI's potential to transform financial services.
• Client-facing experience, including directly managing client engagements and relationships in a deal or advisory context.

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.