Forward Deployed Investor
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 investment diligence, portfolio construction, and front-office deal execution. 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 stakeholders to anticipate needs, define proof-of-value exercises, and establish success criteria that turn evaluations into commitments. Develop best-in-class demo environments and enablement materials while translating customer feedback and market trends into actionable insights for the platform.
Required Qualifications
- 3–5+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund
- Deep fluency in the workflows of investors and bankers — diligence, financial modeling, valuation, IC preparation, and deal execution
- Executive presence and the ability to build credibility with senior stakeholders across banking and investing organizations, including partners, MDs, and technical leaders
- Outstanding communication and presentation skills, whether leading a polished product demo or explaining complex financial concepts on the fly
- The ability to connect a prospect's specific business problems to Rogo's solutions and explain them to both technical and non-technical audiences
- A structured, outcome-oriented approach: comfort defining success criteria, scoping evaluations, and building the business case that gets a deal over the line
- A genuine curiosity about AI and conviction about how it will transform financial services
- Bachelor's degree or above
Desired Qualifications
- Sales, business development, or LP-facing experience, including managing client relationships and commercial conversations with enterprise customers
- Experience partnering with Product or Engineering, translating customer requirements and financial workflows into product improvements
- Previous experience in B2B SaaS, fintech, or AI, particularly in customer-facing or solutions-oriented roles
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