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Rogo

Generative AI for financial research automation

Senior Manager - Deal Strategy & Monetization

Sales OperationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$150k - $200k /yrIn-person

About the Job

Requirements

  • 5 to 8 years of experience in deal desk, revenue operations, pricing strategy, or a related commercial function at a B2B SaaS or financial technology company.
  • Direct experience structuring and approving complex enterprise software deals.
  • Familiarity with consumption-based or usage-based pricing models and the operational complexity of transitioning to them.
  • Ability to translate complex commercial constructs into clear, winning narratives for customers.
  • Strong analytical skills with the ability to build and own commercial reporting from scratch.
  • High judgment in ambiguous situations, with the ability to push back on Sales when deal structure does not hold up.
  • Comfort operating at the intersection of Sales, Product, Finance, and Legal without needing a lot of direction.
  • Experience with Salesforce and an understanding of how CRM data connects to commercial reporting.
  • A track record of actively shaping commercial strategy that accelerated revenue, ideally including experience driving expansion within large, complex enterprise accounts.

Responsibilities

  • Own Rogo's monetization strategy, including its tier architecture, enterprise license structures, and credit-based pricing model.
  • Lead the operational execution of the transition to consumption-based pricing, including customer segmentation, milestone tracking, and commercial guardrails.
  • Partner with Product and Finance to evolve pricing as the platform and customer base scales.
  • Partner with Sales and senior leadership to design commercial constructs that drive expansion within strategic accounts, focusing on accelerating broad adoption at bulge-bracket and tier-one banks.
  • Identify structural barriers to expansion across a bank's business lines, desks, and geographies, and develop pricing, packaging, or contract mechanisms to remove them.
  • Design pilot and land structures that create commercial pull toward enterprise, including credit allocations, usage thresholds, expansion triggers, and enterprise license agreement terms that make consolidation difficult and growth the path of least resistance.
  • Shape deals upstream, before they reach the deal desk, so that deal structure accelerates closes.
  • Develop a point of view on how consumption-based pricing can be used as an expansion lever within accounts, and translate it into commercial playbooks for the Sales team.
  • Structure and approve non-standard enterprise deals, including custom credit bundles, multi-year agreements, and complex enterprise license agreement constructs.
  • Define and enforce deal guardrails, including discount approval tiers, minimum annual recurring revenue thresholds, and margin floors.
  • Own the commercial approval workflow end-to-end, reducing deal cycle time by creating clarity and speed across handoffs among Sales, Legal, Finance, and Product.
  • Serve as the commercial authority on high-stakes deals, including saves, competitive situations, and strategic account expansions.
  • Own monetization reporting, including bi-weekly consumption transition reports, credit utilization by customer, annual recurring revenue mix analysis, and pricing execution by representative and segment.
  • Track and publish deal quality metrics, including discount rates, attach rates, and average contract structure across segments.
  • Build reporting infrastructure that gives leadership a real-time view of how the business is monetizing.
  • Translate commercial data into actionable insights that inform pricing strategy and sales motion.
  • Serve as the primary business owner for the configure-price-quote and billing systems.
  • Partner with Revenue Operations on compensation plan alignment with consumption-based incentives.
  • Identify and surface commercial risks in the renewal pipeline, including credit underutilization and at-risk enterprise agreements.

Desired Qualifications

  • Financial services industry familiarity.

About the Company

Rogo

Generative AI for financial research automation

Rogo builds a generative AI platform for financial institutions to automate research, workflows, and document creation by coordinating multiple AI models across proprietary and external content. Its model-agnostic orchestration lets users plug in different AI models and data sources to generate insights, reports, and outputs for analysts, traders, and portfolio teams. The platform serves investment banks, private equity, hedge funds, and asset managers, with deployments across 50,000+ professionals in 350+ firms, and it is expanding into wealth management and new regions in EMEA and APAC. Its goal is to help financial institutions scale research and documentation workloads and speed up decision-making by providing a flexible AI backbone that coordinates models, data feeds, and documents, differentiating through cross-model orchestration tailored to finance.

Company size
201-500
Company stage
Late Stage VC
Total funding
$345M
Headquarters
New York City, New York
Founded
2021

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