Finance AI SDR: Build High-Impact Pipeline

Rogo; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Rogo in New York seeks an ambitious early-career sales professional to help build a qualified pipeline for our AI-driven platform. You will prospect via calls, email, and LinkedIn, qualify inbound leads, and prioritize target accounts in investment banking, private equity, and asset management.

You’ll craft messages that resonate with sophisticated financial audiences and own your activity and pipeline. This role rewards rapid learning, resilience, and initiative in a fast-paced startup.

Qualifications

• BA/BS degree required.
• 0–2 years of professional experience; outbound-heavy experience a plus but not required.
• Exceptional written and verbal communication — you can earn 30 seconds of attention from a Managing Director.
• Competitive drive and resilience; curiosity about AI, technology, and finance.

Responsibilities

• Generate qualified pipeline for Rogo's sales team through high-volume, high-quality outbound across calls, email, and LinkedIn.
• Manage and qualify inbound leads against defined criteria, converting interest into booked meetings with speed and precision.
• Research and prioritize target accounts across investment banking, private equity, and investment management, crafting messaging that resonates with sophisticated financial audiences.
• Execute multi-touch outbound sequences and continuously test what converts — subject lines, talk tracks, personas, timing.
• Partner with marketing on campaigns and event follow-up to maximize lead volume and top-of-funnel conversion.
• Maintain pristine CRM hygiene: accurate records, clean dispositioning, and sharp handoff notes so no context is lost entering the funnel.
• Own your number — consistently hit and exceed activity, meeting, and qualified pipeline targets.

Skills

Outbound sales

Lead qualification

CRM tools

Communication skills

Education

BA/BS degree

Tools

CRM tools

LinkedIn

Sequencing tools

Job description

Rogo in New York seeks an ambitious early-career sales professional to help build a qualified pipeline for our AI-driven platform. You will prospect via calls, email, and LinkedIn, qualify inbound leads, and prioritize target accounts in investment banking, private equity, and asset management.

You’ll craft messages that resonate with sophisticated financial audiences and own your activity and pipeline. This role rewards rapid learning, resilience, and initiative in a fast-paced startup.