Forward Deployed Alliances Lead

About the role

Rogo is looking for a Forward Deployed Alliances professional to guide top financial institutions on applying AI to their workflows and strategy. You will lead full‑cycle client engagements, build consultative relationships, and translate Rogo’s capabilities into tangible financial impact.

Key responsibilities

• Engage with bankers and investors at existing and prospective customers to understand workflow challenges and demonstrate Rogo’s AI solutions.
• Lead product demonstrations tailored to various financial firms, validating use cases and showcasing relevant features.
• Partner with marketing to create content that resonates with bankers/investors.
• Act as the “Voice of the Customer,” feeding industry perspective back to sales and product teams.
• Conduct research and analysis on customers and competitors to strengthen market perception of Rogo.

Required profile

• 3+ years experience at a strategic alliance partner (e.g., Deloitte, PwC, EY, KPMG, Accenture) in transaction services, deals advisory, valuations, M&A, or financial advisory.
• Executive engagement skills with the ability to build credibility at all levels.
• Outstanding presentation abilities, both impromptu and formal demos.
• Curiosity about AI’s potential to transform financial services.
• Client‑facing experience managing engagements in a deal or advisory context.

Required skills

• Strong communication and presentation skills.
• Deep understanding of financial services workflows (e.g., public company research, M&A advisory, diligence).