Forward Deployed, Sales & Trading

The role

You will lead full-cycle client engagements by guiding financial institutions on applying AI to their workflows and strategy. You will build consultative relationships, 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 diligence workflows.
• 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 develop strategies.
• Synthesize customer feedback for the product team through a financial services lens.
• Conduct research and analysis on customers and competitors.

Required qualifications

• 5+ years experience in a front office finance position, specifically sales & trading
• Outstanding project management and communication skills
• Extremely organized, detail-oriented
• An action-oriented mindset that balances creative problem-solving with the scrappiness to ultimately deliver results

Nice to have

• Early employee at a hyper-growth startup
• LLM knowledge (can you explain how a transformer works?)

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.