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Forward Deployed, Alliances

Rogo· Advisory
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New York City$100k - $200kFull-timePosted 1mo ago

About the role

Role focused on leading full-cycle client engagements with financial institutions, translating AI capabilities into business impact, and shaping strategic alliances in the financial services space.

Responsibilities

  • Lead full-cycle client engagements with bankers/investors, building consultative relationships and tailoring demos.
  • Explain and demonstrate the value of Rogo's AI solutions to address workflow challenges in financial firms.
  • Establish credibility in solving customers' problems (e.g., public company financial research, M&A advisory, diligence workflows).
  • Lead product demonstrations tailored to financial firms, validating value and showcasing relevant features.
  • Partner with marketing to develop content tailored to bankers/investors and practice areas.
  • Act as the Voice of the Customer to inform sales strategy and synthesize feedback for product teams.
  • Tailor introduction of new solutions to customer needs and advance market perception of Rogo as credible and helpful.
  • Conduct research and analysis on customers and competitors.

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 financial advisory for financial institutions or corporate deal teams.
  • Executive engagement skills with ability to build relationships with decision-makers at all levels.
  • Outstanding presentation skills for whiteboard, presentations, and demos.
  • Curiosity about AI's potential in financial services.
  • Client-facing experience including managing engagements and relationships in a deal or advisory context.

Skills

Required:Executive engagementPresentation and storytellingClient relationship management

Benefits

  • Equity (eligible)
  • Bonus (eligible)
  • Comprehensive medical, dental, and vision coverage
  • Paid time off
Last updated Oct 22, 2026. Interested? Apply on the company site.

About Rogo

Secure AI for Finance Professionals

Rogo is the secure generative AI platform built for elite financial institutions. Save time, unlock insights and automate workflows in days.

AIFinanceData SecurityAutomation
Company profileWebsite

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