Sales Development Representative
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 generate and qualify pipeline through outbound calls, email, LinkedIn, and inbound-lead follow-up. You will research target financial-services accounts, run and test multi-touch sequences, collaborate on campaigns and event follow-up, maintain accurate CRM data, and achieve activity, meeting, and qualified-pipeline targets.
Requirements
- BA/BS degree
- 0 to 2 years of professional experience
- Written and verbal communication skills
- Curiosity about AI, technology, and finance
- Sales, recruiting, or other outbound-heavy experience is a plus
- Familiarity with CRM, sequencing, and data-enrichment tools is a plus
Responsibilities
- Generate qualified pipeline through outbound calls, email, and LinkedIn
- Manage and qualify inbound leads and convert interest into booked meetings
- Research and prioritize target accounts across investment banking, private equity, and investment management
- Execute and test multi-touch outbound sequences
- Partner with Marketing on campaigns and event follow-up
- Maintain accurate CRM records, dispositions, and handoff notes
- Meet activity, meeting, and qualified-pipeline targets