Forward Deployed Banker

Rogo
New York
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Executive presence","Problem-solving","Ownership"]

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.

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FursaFursa
Rogo
Rogo
2 months ago

Forward Deployed Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 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
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