Financial AI Solutions Architect

Rogo; United States; On-site; USD 115,000 - 180,000; Full time

Job summary

Rogo is seeking a senior sales-focused strategist to join our US team as a financial solutions expert. You’ll design tailored demos, translate AI capabilities into meaningful investment workflows, and help funds see how Rogo accelerates diligence and IC prep.

You’ll collaborate with Sales, Product, and Engineering to sharpen GTM, validate value through proof-of-value exercises, and build credibility early in the sales cycle to win deals.

Qualifications

• 3–5+ years of front-office experience at top-tier banks or funds.
• Deep fluency in diligence, financial modeling, valuation, and IC prep.
• Executive presence to build credibility with senior stakeholders.
• Excellent communication and presentation skills.
• Ability to map client problems to Rogo's solutions.
• Bachelor's degree or above.

Responsibilities

• Design and lead tailored demos translating AI capabilities into investment workflows.
• Partner with Sales, Product, and Engineering to drive GTM motion.
• Be the trusted domain expert in early conversations to win deals.
• Design proof-of-value exercises mapping capabilities to prospect workflows.
• Develop demo environments, messaging, and enablement materials.
• Influence product direction with customer feedback and market trends.

Skills

Front-office experience

Investment banking/PE/hedge funds

Financial modeling

Valuation

Diligence & IC prep

Executive presence

Communication & presentation

Storytelling & demos

Translate requirements

Autonomy & ownership

Education

Bachelor's degree

Job description

Rogo is seeking a senior sales-focused strategist to join our US team as a financial solutions expert. You’ll design tailored demos, translate AI capabilities into meaningful investment workflows, and help funds see how Rogo accelerates diligence and IC prep.

You’ll collaborate with Sales, Product, and Engineering to sharpen GTM, validate value through proof-of-value exercises, and build credibility early in the sales cycle to win deals.