Advisory, Alliances

Rogo; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Rogo in New York seeks an ambitious client-facing advisor to drive advisory engagements for top banks and investment firms, translating AI capabilities into financial impact.

You will lead pre-sale through up-sell, tailor demos, and collaborate with marketing and product teams to strengthen the customer voice. If you thrive in a fast-paced startup and own your work, you will help redefine enterprise AI in finance.

Qualifications

• 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.

Responsibilities

• Lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams.
• 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.

Skills

Executive engagement

Presentation skills

Curiosity about AI

Client-facing experience

Ownership mindset

Fast-paced environment

Job 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 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.

Why Join Rogo?

• Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.

• Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.

• A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.

• Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.

• Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.