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Rogo

Generative AI for financial research automation

Strategic Account Executive

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

About the Job

Requirements

  • At least 10 years of experience closing complex software-as-a-service deals, including selling to regulated financial institutions such as investment banks, asset managers, or other capital markets firms.
  • A track record of hitting multimillion-dollar quotas using structured frameworks such as MEDDPICC, Command of the Message, or similar methodologies.
  • The ability to map organizations, identify whitespace, and execute multithreaded expansion strategies within large, sophisticated accounts.
  • The ability to translate advanced artificial intelligence concepts into board-level return-on-investment narratives for chief technology officers, chief information officers, and business unit heads.
  • The ability to operate autonomously in ambiguous environments while running structured engagements with Fortune 500 accounts.
  • The ability to maintain clean forecasts, drive deals forward, and consistently deliver on commitments.
  • The role calls for a collaborative, organized, thoughtful, and kind approach.

Responsibilities

  • Own the expansion quota for a small, highly concentrated book of the company’s most significant strategic accounts, including large financial institutions.
  • Map complex organizations and identify opportunities across business units, product lines, geographies, and new use cases.
  • Develop and execute multiyear strategic account plans to deepen the company’s footprint and drive seven-figure expansions.
  • Partner with Strategic Opportunities, forward-deployed banking and engineering teams, Product, and company executives to design and deliver client outcomes.
  • Build and maintain C-suite relationships and serve as a trusted advisor to senior business and technology leaders.
  • Maintain pipeline discipline, produce clean forecasts, drive deals forward, and deliver on commitments.

Desired Qualifications

  • Deep familiarity with large language models, data-privacy standards, and enterprise information-security reviews.
  • Experience building strategic account frameworks or processes at a high-growth company.

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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