Advisory Alliances
Enterprise AI platform for financial institutions, providing agentic research, analysis, workflow automation, and client-ready deliverables.
Funding history
About Rogo
Rogo builds bespoke, enterprise-grade AI systems for financial workflows, including research, analysis, modeling, reporting, and deal work. Its platform emphasizes financial-domain models, integrated firm and market data, auditability, governance, and security.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead client engagements from pre-sale through upsell for banking and investing use cases. You will understand customer workflow challenges, tailor product demonstrations, develop audience-relevant marketing content, share customer feedback with sales and product teams, introduce solutions based on client needs, and research customers and competitors.
Requirements
- 3+ years of experience at a strategic alliance partner in transaction services, deals advisory, valuations, M&A, or financial advisory
- Executive engagement and relationship-building skills
- Presentation and demonstration skills
- Interest in AI applications in financial services
- Client-facing engagement and relationship-management experience
Responsibilities
- Lead client engagements from pre-sale through upsell
- Engage bankers and investors to understand workflow challenges
- Demonstrate AI solutions tailored to customer use cases
- Advise customers on financial research, M&A advisory, and diligence workflows
- Develop marketing content for bankers and investors
- Represent customer feedback to sales and product teams
- Introduce new solutions based on customer needs
- Research customers and competitors
Benefits
- Equity
- Bonus compensation
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off