Strategic Alliances Lead — Finance AI Solutions

Rogo; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Rogo is seeking a Senior Forward Deployed professional to drive client engagements with top financial institutions, translating AI capabilities into tangible value across banking and investing use cases.

You will lead consultative demos, tailor presentations for deal teams, and synthesize customer feedback to inform product strategy and go-to-market efforts. Join a high-impact team transforming enterprise AI in finance.

Qualifications

• 3+ years in transaction services or deals advisory at top firms such as Deloitte, PwC, EY, KPMG, Accenture.
• Executive engagement with key decision-makers and credibility across levels.
• Outstanding presentation skills for demos, whiteboard sessions, and formal pitches.
• Curiosity about AI's potential to transform financial services and client workflows.

Responsibilities

• Lead full-cycle client engagements with bankers and investors, guiding AI adoption.
• Tailor product demos to resonate with financial institutions and deal teams.
• Establish credibility as a subject-matter expert in leveraging AI for finance workflows.
• Lead demos and product showcases, validating value for prospective clients.
• Partner with marketing to develop content for bankers/investors and feedback to product teams.
• Act as the Voice of the Customer to improve sales strategies and product direction.
• Tailor introductions of new solutions to client needs.
• Research customers and competitors to inform strategy.

Skills

Executive engagement

Presentation skills

AI curiosity

Client-facing

Job description

Rogo is seeking a Senior Forward Deployed professional to drive client engagements with top financial institutions, translating AI capabilities into tangible value across banking and investing use cases.

You will lead consultative demos, tailor presentations for deal teams, and synthesize customer feedback to inform product strategy and go-to-market efforts. Join a high-impact team transforming enterprise AI in finance.