Rogo

Forward Deployed Investor

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 financial workflows. You will partner with Sales, Product, and Engineering to drive GTM motion and influence product direction through customer feedback.

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, messaging, and enablement materials
  • Translate customer feedback and market trends into actionable insights

Required qualifications

  • 3–5+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund
  • Deep fluency in the workflows of investors and bankers including diligence, financial modeling, valuation, IC preparation, and deal execution
  • Executive presence and ability to build credibility with senior stakeholders
  • 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 transform financial services
  • Bachelor's degree or above

Nice to have

  • Sales, business development, or LP-facing experience
  • Experience partnering with Product or Engineering
  • 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.

Forward Deployed Investor at Rogo | JobZoey