Forward Deployed Investor

Rogo

$100K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5+ years in front-office roles at investment banks, private equity firms, or hedge funds.
  • Strong familiarity with investor and banker workflows like diligence and financial modeling.
  • Demonstrated executive presence to engage senior stakeholders.
  • Exceptional communication skills for product demonstrations and complex explanations.
  • Ability to connect business problems with Rogo's tech solutions for diverse audiences.
  • Structured approach to defining success and building business cases for deals.
  • Genuine interest in how AI transforms financial services.

Responsibilities

  • Design and execute tailored product demonstrations translating AI capabilities into workflow impact.
  • Work collaboratively with Sales, Product, and Engineering to enhance product offerings.
  • Establish trusted relationships with potential clients throughout the sales cycle.
  • Develop and scope personalized proof-of-value exercises for prospects.
  • Elevate the go-to-market strategy with effective demos and messaging materials.
  • Translate customer insights and market trends into actionable product improvements.

Benefits

  • Opportunity to influence product development with direct customer feedback.
  • Collaborative work environment across multiple high-impact teams.
  • Exposure to cutting-edge AI technologies in financial services.
Full Job Description
What you'll do

Be Rogo's financial expert in the room: Design and lead tailored demos of Rogo's platform, translating AI capabilities into real impact across investing workflows - investment diligence, portfolio construction, and front-office deal execution. In every sales cycle, you'll paint the vision of what "fully deployed" looks like for each fund: Rogo as core to how they run diligence and IC prep.

Work cross-functionally: Partner directly with Sales, Product, and Engineering to drive our GTM motion and continuously improve the product. You are the voice of the prospective customer - bringing what the market is asking for, and deep financial services expertise, into our product development philosophy.

Be the trusted expert in the sales cycle: As a domain and GTM leader in the earliest conversations with our future customers, you'll understand and anticipate their needs - building trusted, consultative relationships that establish Rogo's credibility, shape the evaluation, and win the deal.

Scope and run proof-of-value: Design proof-of-value exercises that justify the deal - mapping Rogo's capabilities to each prospect's specific workflows, deal types, and investment process so that the use cases feel bespoke to their firm. You'll define success criteria with the prospect up front, tie them to business outcomes their leadership cares about, and build the evidence that turns an evaluation into a commitment.

Elevate our GTM motion: Develop best-in-class demo environments, messaging, and enablement materials that help sophisticated prospects understand Rogo's value and help the broader team win more business.

Influence product direction: Translate customer feedback, financial workflows, and market trends into actionable insights that sharpen the platform and strengthen our competitive advantage.
What you'll bring
  • 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 - diligence, financial modeling, valuation, IC preparation, and deal execution.
  • Executive presence and the ability to build credibility with senior stakeholders across banking and investing organizations, including partners, MDs, and technical leaders.
  • Outstanding communication and presentation skills, whether leading a polished product demo or explaining complex financial concepts on the fly.
  • The ability to connect a prospect's specific business problems to Rogo's solutions and explain them to both technical and non-technical audiences.
  • A structured, outcome-oriented approach: comfort defining success criteria, scoping evaluations, and building the business case that gets a deal over the line.
  • A genuine curiosity about AI and conviction about how it will transform financial services.
  • Bachelor's degree or above.
Even better...
  • Sales, business development, or LP-facing experience, including managing client relationships and commercial conversations with enterprise customers.
  • Experience partnering with Product or Engineering, translating customer requirements and financial workflows into product improvements.
  • Previous experience in B2B SaaS, fintech, or AI, particularly in customer-facing or solutions-oriented roles.
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.

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