Forward Deployed Banker
On-siteNew York City, New York, United States
Job Summary
Design and lead tailored demos of Rogo's platform, translating AI capabilities into real impact across core banking workflows like financial modeling, valuation, and M&A advisory. Partner directly with Sales, Product, and Engineering to drive the GTM motion, acting as the voice of the prospective customer to shape product development. Build trusted, consultative relationships with senior bankers to scope proof-of-value exercises, define success criteria, and win deals by mapping capabilities to specific deal workflows. Develop best-in-class demo environments and enablement materials while translating customer feedback into actionable insights for the platform.
Required Qualifications
- 3+ years of investment banking experience at a top-tier investment bank
- Strong command of core banking workflows — financial modeling, valuation, M&A, capital markets, due diligence, and client presentations
- Bachelor's degree or above
Desired Qualifications
- Experience working directly with clients or leading live deal execution alongside senior bankers and executives
- Experience partnering with Product or Engineering, translating customer requirements and banking workflows into product improvements
- Previous experience in B2B SaaS, fintech, or AI, particularly in customer-facing or solutions-oriented roles
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