SDR
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 qualified sales pipeline through high-volume outbound calls, email, and LinkedIn outreach. You will qualify inbound leads, research target accounts, execute and test multi-touch sequences, partner on campaigns and event follow-up, maintain accurate CRM records, and meet 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
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 multi-touch outbound sequences and test messaging, personas, and timing
- Partner with marketing on campaigns and event follow-up
- Maintain accurate CRM records, dispositioning, and handoff notes
- Meet activity, meeting, and qualified pipeline targets
Benefits
- Equity
- Comprehensive medical coverage
- Dental coverage
- Vision coverage
- Paid time off