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Rogo

Generative AI for financial research automation

Deployment Associate

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$95k - $100k /yrIn-person

About the Job

Requirements

  • A BA/BS degree is required.
  • Two to four years of work experience in a client-facing sales role or in investment banking or a finance-adjacent field such as private equity, asset management, consulting, or fintech; client-facing experience across both areas is preferred.
  • Financial fluency to understand investment professionals' work and connect product capabilities to useful research, analysis, or deliverable workflows.
  • Ability to master a complex platform quickly and explain it simply and credibly to a sophisticated audience.
  • Ability to hold one's own in conversations with Managing Directors, Portfolio Managers, and C-Suite Executives.
  • Ambition to make an impact on the go-to-market team, with this role serving as an on-ramp to a quota-carrying sales or pre-sales role.
  • Genuine interest in AI, technology, and financial workflows.
  • Comfort working in a fast-paced startup environment, solving difficult problems, learning about AI, technology, and finance, working autonomously with ambiguity, and collaborating in an organized, thoughtful, and kind manner.

Responsibilities

  • Achieve product mastery across the Rogo platform, including workflows, skills, agents, integrations, and the competitive landscape, and serve as a trusted resource in live client conversations.
  • Support onboarding, confirm user access, and run tailored individual or group sessions to get users working quickly; identify inactive users and address friction early.
  • Drive adoption by running office hours, proactively engaging users, helping them identify repeatable use cases, and building relationships with champions who can explain Rogo's value to colleagues and decision-makers.
  • Track engagement, successful workflows, client feedback, and measurable impact; partner with the Account Executive on a readout explaining what worked, what remains unresolved, and the value demonstrated.
  • Maintain accurate account notes, commitments, and handoffs; share recurring client needs with Product and contribute reusable examples, playbooks, and lessons to improve future evaluations.

Desired Qualifications

  • Client-facing experience across both sales and investment banking or a finance-adjacent field is preferred.

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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