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Forward Deployed Investor

Rogo
CompanyRogo
CategoryFinance
LocationNew York
RemoteOn-site (inferred)
EmploymentNot stated
LevelMid
SalaryNot stated by the employer
Posted7 Jul 2026
Last verified2 Aug 2026
SourceEmployer ATS (ashby)
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Description
Why Rogo Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them. This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI. Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us. 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 E