Advisory, Alliances

Rogo
New York
Workplace: OnsiteFull timeUSD 100,000 - 200,000 annuallyFunction: Business Development & PartnershipsSkills: ["Executive presence","Relationship building","Presentation","Client engagement","Ownership"]

Lead advisory engagements with investment banks, private equity firms, and other financial institutions to apply AI to their workflows and long-term strategy. Own client-facing activities from pre-sale through upsell, translating Rogo’s capabilities into measurable business impact. Run tailored product demonstrations, establish credibility with deal and investor teams, partner with marketing on relevant content, and provide “voice of the customer” insights by conducting customer/competitor research.

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Rogo
Rogo
2 days ago

Advisory, Alliances

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Job Summary

Lead advisory engagements with investment banks, private equity firms, and other financial institutions to apply AI to their workflows and long-term strategy. Own client-facing activities from pre-sale through upsell, translating Rogo’s capabilities into measurable business impact. Run tailored product demonstrations, establish credibility with deal and investor teams, partner with marketing on relevant content, and provide “voice of the customer” insights by conducting customer/competitor research.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Lead advisory engagements with existing and prospective customers, guiding how they apply AI across day-to-day workflows and long-term strategy.
  • •Translate Rogo capabilities into measurable “financial win” outcomes by tailoring demos for banking and investing use cases.
  • •Engage bankers and investors to understand workflow challenges and clearly demonstrate value of Rogo’s AI solutions.
  • •Establish yourself as a credible expert by solving customer problems across areas like public company financial research, M&A advisory, and company diligence workflows.
  • •Partner with marketing as the “Voice of the Customer” to develop relevant content and synthesize customer feedback for the product team.

Pay and Benefits

Salary: USD 100,000 - 200,000 annually
Equity and Bonus:Equity
Perks:EquityAnnual Bonus

Key Requirements

  • •3+ years of experience at a strategic alliance partner (e.g., Deloitte, PwC, EY, KPMG, Accenture) in transaction services, deals advisory, valuations, M&A, or a financial advisory practice serving financial institutions or corporate deal teams.
  • •Strong executive engagement skills and presence to build credibility and relationships with key decision-makers at all levels.
  • •Outstanding presentation skills, including impromptu and demo/presentation delivery.
  • •Client-facing experience directly managing client engagements and relationships in a deal or advisory context.
  • •Curiosity about AI’s potential to transform financial services.
Experience:Transaction servicesDeals advisoryValuationsM&AFinancial advisoryFinancial services
Skills:Executive presenceRelationship buildingPresentationClient engagementOwnership
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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