Forward Deployed Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Serve as the investment-banking expert for the sales team by designing and delivering tailored demos of Rogo’s AI platform across core banking workflows such as research, financial modeling, valuation, M&A, and capital markets. Partner with Sales, Product, and Engineering to shape GTM and product direction, run proof-of-value exercises, define success criteria, and build evidence that moves evaluations into commitments.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Design and lead tailored demos translating AI capabilities into impact across core banking workflows.
•Build trusted relationships with prospective customers during the earliest sales conversations and across the evaluation.
•Scope and run proof-of-value exercises mapping Rogo capabilities to each bank’s coverage groups, product areas, and deal workflows.
•Develop best-in-class demo environments, banking use cases, and enablement materials to support GTM.
•Translate customer feedback, banking workflows, and market trends into actionable insights to improve the platform.

Key Requirements

•3+ years of investment banking experience at a top-tier investment bank.
•Strong command of core banking workflows including financial modeling, valuation, M&A, capital markets, due diligence, and client presentations.
•Executive presence and credibility with senior bankers and financial services leaders from analysts through MDs and Group Heads.
•Excellent communication and presentation skills, including leading product demos and explaining complex financial concepts.
•Ability to connect prospect business problems to Rogo’s solutions for both technical and non-technical audiences.

Experience:3+ yearsFintechB2B SaaSAI

Education:Bachelor's

Skills:CommunicationPresentationExecutive presenceProblem-solvingOwnership

Tech Stack:AI

Company Brief

Rogo

Provides an AI-driven research platform that automates consumer interviews, surveys, and qualitative insights to help product and marketing teams gather and analyze customer feedback faster.

Industry: Enterprise Software

Website

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Rogo

2 weeks ago

Forward Deployed Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Design and lead tailored demos translating AI capabilities into impact across core banking workflows.
•Build trusted relationships with prospective customers during the earliest sales conversations and across the evaluation.
•Scope and run proof-of-value exercises mapping Rogo capabilities to each bank’s coverage groups, product areas, and deal workflows.
•Develop best-in-class demo environments, banking use cases, and enablement materials to support GTM.
•Translate customer feedback, banking workflows, and market trends into actionable insights to improve the platform.

Key Requirements

•3+ years of investment banking experience at a top-tier investment bank.
•Strong command of core banking workflows including financial modeling, valuation, M&A, capital markets, due diligence, and client presentations.
•Executive presence and credibility with senior bankers and financial services leaders from analysts through MDs and Group Heads.
•Excellent communication and presentation skills, including leading product demos and explaining complex financial concepts.
•Ability to connect prospect business problems to Rogo’s solutions for both technical and non-technical audiences.

Experience:3+ yearsFintechB2B SaaSAI

Education:Bachelor's

Skills:CommunicationPresentationExecutive presenceProblem-solvingOwnership

Tech Stack:AI

Company Brief

Rogo

Provides an AI-driven research platform that automates consumer interviews, surveys, and qualitative insights to help product and marketing teams gather and analyze customer feedback faster.

Industry: Enterprise Software

Website