Forward Deployed Investor

Rogo; Northern, New York (KY, NY); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Rogo is seeking a seasoned financial expert to design and deliver tailored product demos, translating AI capabilities into tangible impact across investment workflows. You will work closely with Sales, Product, and Engineering to refine our GTM motion and ensure the product meets market needs.

You will lead early-stage conversations as a domain expert, build trusted relationships with senior stakeholders, and shape proof-of-value exercises.

Qualifications

• 3–5+ years front-office experience at a top-tier investment bank, private equity firm, or hedge fund.
• Deep fluency in diligence, financial modeling, valuation, IC preparation, and deal execution.
• Executive presence and ability to build credibility with senior stakeholders across banking and investing organizations.

Responsibilities

• Design and lead tailored demos of Rogo's platform, translating AI capabilities into real impact across investing workflows.
• Partner with Sales, Product, and Engineering to drive GTM motion and product improvements.
• Be the trusted expert in early conversations, building consultative relationships and shaping evaluations.
• Design proof-of-value exercises mapping Rogo's capabilities to prospect workflows and deal types.
• Develop demo environments, messaging, and enablement materials to help prospects understand Rogo's value.

Skills

Front-office experience

Investment banking

Diligence

Financial modeling

Valuation

IC preparation

Deal execution

Executive presence

Communication skills

Presentation skills

Autonomy

Education

Bachelor's degree or above

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'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.

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.