3+ years of experience in a strategic alliance partner like Deloitte, PwC, or EY, focusing on advisory services for financial institutions.
Strong executive engagement skills to build relationships at all corporate levels.
Exceptional presentation abilities for both formal and informal settings.
Interest in AI's role in transforming the financial sector.
Demonstrated client-facing experience managing engagements in financial advisory.
Responsibilities
Lead client engagements from initial sales through upselling, establishing consultative relationships.
Understand customer workflow challenges by engaging with bankers and investors, showcasing Rogo's AI solutions.
Position yourself as a credible expert in solving specific finance-related issues for clients.
Conduct tailored product demonstrations that highlight how Rogo's features meet client needs.
Collaborate with marketing to create relevant content for financial professionals.
Act as the 'Voice of the Customer' to inform sales strategies and product development.
Conduct competitive and customer analysis to improve market standing.
Benefits
Opportunity to work in a fast-paced startup environment.
Engagement with top financial institutions in leading AI applications.
Autonomous work culture emphasizing ownership and self-direction.
Access to collaborate with a talented team of former bankers and investors.
Potential for personal and professional growth opportunities in technology and finance.
Full Job Description
What You Will Own
Rogo's Advisory function is a team of former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You'll lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams. Similar to how Solutions Architects secure the "technical win," you'll drive the "financial win" by translating Rogo's capabilities into real impact across banking and investing use cases.
Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.
Establish yourself as a credible expert in solving customers' specific problems (e.g., public company financial research, M&A advisory, company diligence workflows).
Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client's potential use cases.
Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types.
Act as the "Voice of the Customer," using your industry perspective to help the broader sales team develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens.
Tailor the introduction of new solutions to specific customer needs.
Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make bankers/investors better at their jobs.
Conduct research and analysis on customers and competitors.
What You Will Need
3+ years of experience at a strategic alliance partner (Deloitte, PwC, EY, KPMG, Accenture, and similar) 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, with an ability to establish strong relationships with key decision-makers and build credibility at all levels.
Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos.
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.
Who You Are
You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.
You are ambitious. You have fun solving problems that others think are impossible.
You are curious. You find joy in learning about AI, technology, and finance.
You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.
You are collaborative, organized, thoughtful, and kind.
