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Rogo

Generative AI for financial research automation

Director of Marketing Operations

Growth & MarketingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$180k - $230k /yrIn-person

About the Job

Requirements

  • At least 6 years of experience in Marketing Operations or Growth Operations at a B2B SaaS or Fintech company, ideally with exposure to complex or enterprise sales motions.
  • Deep hands-on expertise with HubSpot or an equivalent marketing automation platform, Salesforce, and attribution or analytics tooling such as GA4 or Default.io.
  • A proven track record of building attribution models and reporting infrastructure that stand up to scrutiny from Sales and Finance.
  • A strong understanding of the full funnel, from demand generation through pipeline conversion to closed revenue.
  • Experience leveraging AI to reimagine how marketing operations teams work.
  • The ability to communicate cross-functionally and operate with senior stakeholders across Marketing, Sales, and Finance.

Responsibilities

  • Own and evolve the marketing technology stack, including vendor evaluation, implementation, and integration with Salesforce.
  • Build and maintain multi-touch attribution across the funnel, from first touch through closed-won, with clean UTM, GCLID, and source and medium tracking into Salesforce.
  • Ensure data integrity across marketing and sales systems so lead routing, lifecycle stages, and campaign tagging are consistent and trustworthy.
  • Partner with RevOps to align marketing data models with the broader Salesforce architecture, including Contact and Opportunity level attribution, lifecycle fields, and segmentation.
  • Build and manage campaign infrastructure that supports demand generation, including forms, landing pages, nurture flows, and lead scoring.
  • Own lead routing and handoff logic between Marketing and Sales, including SLAs, MQL definitions, and speed-to-lead measurement.
  • Support event and field marketing programs with operational scaffolding to track pipeline influence and ROI.
  • Identify friction in the funnel and design workflows that improve conversion at each stage.
  • Build and maintain dashboards and reporting cadences covering pipeline generation, channel performance, funnel conversion, and marketing-sourced and marketing-influenced revenue.
  • Deliver actionable insights to Marketing, Sales, and executive leadership on what is working and what is not.
  • Own marketing data inputs to board reporting and company-wide planning cycles, working closely with RevOps and Strategic Finance.
  • Partner on budget tracking and channel-level ROI analysis to inform spend allocation.
  • Serve as the connective tissue between Marketing and RevOps, ensuring marketing systems and processes scale alongside the broader go-to-market organization.
  • Partner with Sales leadership on pipeline definitions, stage progression, and shared reporting so Marketing and Sales operate from the same numbers.
  • Identify where automation and AI tooling can replace manual work in marketing operations.

Desired Qualifications

  • Experience in institutional financial services or another complex, relationship-driven B2B vertical.
  • Experience operating through a pricing model transition, such as moving from seat-based to consumption- or usage-based pricing.
  • Familiarity with SQL or business intelligence tools such as Sigma or Looker for building reporting independent of engineering support.

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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