Forward Deployed Banker
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 tailored platform demos, translate banking workflows into customer value, and build trusted relationships during sales cycles. You will scope proof-of-value exercises, define success criteria, develop banking enablement materials, and turn customer feedback into product insights.
Requirements
- 2+ years of investment banking experience at a top-tier investment bank
- Knowledge of financial modeling, valuation, M&A, capital markets, due diligence, and client presentations
- Communication and presentation skills
- Ability to connect business problems with solutions for technical and non-technical audiences
- Experience scoping evaluations and building business cases
- Bachelor's degree or above
- Fluency in English and French
- Client-facing, B2B SaaS, fintech, or AI experience is preferred
Responsibilities
- Design and lead tailored platform demonstrations
- Translate AI capabilities into banking workflow impact
- Partner with Sales, Product, and Engineering on go-to-market efforts
- Build consultative relationships with prospective customers
- Design and run proof-of-value exercises
- Define evaluation success criteria and business outcomes
- Develop demo environments, banking use cases, and enablement materials
- Translate customer feedback and market trends into product insights