Join Rogo to lead client engagements and drive the adoption of AI solutions in the financial sector.
Posted by employer 2 months ago
First seen on Joblaze 2 months ago
Last verified on the company career page 1 day ago
Skills & Technologies
AI in the day-to-day
You'll guide financial institutions on how to apply AI in their workflows and strategy.
Requirements
Not disclosed in this posting: compensation, work arrangement, visa sponsorship.
Joblaze summary
In the Advisory role at Rogo, the individual will engage with top financial institutions to demonstrate how AI can enhance their workflows and strategies. This position requires expertise in financial advisory, particularly in M&A and transaction services, along with strong client engagement and presentation skills. Ideal candidates have a background in strategic alliance firms and thrive in dynamic environments, eager to tackle complex challenges in finance. Rogo's team is composed of motivated professionals committed to redefining financial processes through innovative AI solutions.
Joblaze insights
Quick facts
From the original posting
Rogo's Forward Deployed team consists of former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You'll lead full-cycle client engagements, building consultative relationships and tailoring demos that resonate with investors and deal teams. Similar to how Solutions Architects secure the "technical win," you'll drive the "financial win" by translating Rogo's capabilities into real impact across banking and investing use cases.
Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.
Establish yourself as a credible expert in solving customers' specific problems (e.g., public company financial research, M&A advisory, company diligence workflows).
Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client's potential use cases.
Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types.
Act as the "Voice of the Customer," using your industry perspective to help the broader sales team develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens.
Tailor the introduction of new solutions to specific customer needs.
Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make bankers/investors better at their jobs.
Conduct research and analysis on customers and competitors.
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 a financial advisory practice serving financial institutions or corporate deal teams.
Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels.
Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos.
Curiosity about AI's potential to transform financial services.
Client-facing experience, including directly managing client engagements and relationships in a deal or advisory context.
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.
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.
Standard company text repeated across Rogo's postings is omitted here.
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