Jobs at Rogo

Own a portfolio of Rogo Notes enterprise accounts, driving onboarding, adoption, compliance alignment, value realization, renewals, retention, and expansion. Manage client relationships across users and executives, lead business reviews, monitor customer health, develop account plans, identify growth opportunities, and relay feedback to product and engineering. The role requires experience in customer success or account management within financial technology or front-office finance, strong strategic communication, project management, and stakeholder management skills.

Own new-logo and expansion revenue across major consultancies and professional services firms. Build executive relationships, develop global account strategies, lead discovery and proofs of value, create ROI business cases, navigate procurement and compliance, and close multi-year enterprise SaaS agreements. Coordinate global sales teams and cross-functional account resources, support post-sale adoption and expansion, generate pipeline, forecast accurately, and deliver ARR targets. The role requires complex enterprise selling, $1M+ quota experience, consultative selling, and domestic and international travel.

Create and edit thought leadership, research reports, blogs, product stories, executive content, and social media for finance and AI audiences. Partner with analysts, executives, and subject-matter experts to turn complex ideas into compelling stories, manage content from concept through publication, maintain high editorial standards, and measure audience and commercial impact.

Build and lead Rogo’s customer marketing function, including customer advocacy, references, case studies, testimonials, advisory boards, and executive programs. Partner with Sales, Customer Success, Product, Communications, and leadership to drive adoption, retention, expansion, and pipeline. Navigate confidentiality, compliance, and executive approvals while translating complex AI workflows and customer outcomes into compelling proof and measurable marketing programs.

Own new-logo and expansion sales across Fortune 500 enterprises, targeting M&A and Corporate Development teams. Build executive relationships, manage complex multi-party sales cycles, lead discovery and proofs of value, develop ROI business cases, and navigate security, compliance, and legal reviews. Drive opportunities from prospecting through multi-year enterprise agreements while partnering with Post-Sales on rollouts and upsells. Consistently achieve ARR quotas and provide customer insights to product and go-to-market teams.

Own and improve the recruiting infrastructure, including Ashby configuration, workflows, integrations, reporting, data quality, and AI-enabled automation. Build hiring dashboards, funnel analyses, capacity models, and forecasts to guide decisions. Partner with Talent, Finance, People, and hiring managers to align hiring plans, improve processes, and strengthen candidate and interviewer experiences. Create documentation and training that make recruiting execution consistent and scalable.

Lead full-cycle recruitment for finance and front-office talent, building proactive pipelines and sourcing passive candidates. Partner with leaders on role design, hiring strategy, market mapping, and compensation insights. Manage sourcing, screening, interviews, offers, onboarding, agency relationships, and candidate experience. Use ATS and sourcing tools to track metrics, identify pipeline gaps, and improve recruiting workflows while supporting diversity and inclusion goals.

Own post-sales operations for a defined customer segment, including lifecycle processes, onboarding, adoption, renewals, coverage planning, reporting, Salesforce data quality, and workflow automation. Partner with customer success, sales, finance, and systems teams to improve forecasting, resource allocation, customer risk management, and expansion execution. Build repeatable operating rhythms, playbooks, dashboards, and cross-functional processes for mid-market or enterprise customers.

Own full-cycle recruiting for Finance, Operations, Legal, People, and other G&A functions. Partner with leaders to define roles, source and engage candidates, run rigorous interview processes, advise on hiring decisions, close critical hires, and improve recruiting practices using pipeline data and Ashby. The role requires strong stakeholder influence, sourcing and closing skills, business judgment, and the ability to manage multiple searches in a fast-paced, high-growth startup environment.

Provide first-line IT support for employees across hardware, software, access, connectivity, devices, and office AV. Manage device lifecycles, inventory, shipping, software licenses, onboarding and offboarding, identity provisioning, conference room technology, and basic network troubleshooting. Document solutions, create knowledge-base resources, and help build scalable internal IT operations for an on-site New York City headquarters and global remote workforce.

Deploy and onboard enterprise AI users at investment banks, private equity firms, and investment firms. Drive adoption through tailored training, office hours, and proactive user engagement; build champions and document measurable evaluation outcomes. Partner with Account Executives on client readouts, maintain accurate account notes, surface product feedback, and create reusable deployment playbooks. The role combines product mastery, financial fluency, client communication, and a forward-deployed GTM approach.

Own revenue enablement across onboarding, ramp, certifications, coaching, GTM communications, systems, and AI infrastructure. Run multi-week enablement programs for sales, post-sales, and SDR teams; track productivity and ramp metrics; lead methodology and tooling change management; and build AI-assisted internal tools and automations. Partner closely with Post-Sales, Product, managers, and global GTM teams in a fast-growing B2B technology company.

Own the month-end close cycle for US and international entities, including US GAAP reporting, local-to-US GAAP reconciliations, intercompany settlements, AP oversight, payroll accounting, and audit support. Coordinate outsourced accounting providers, maintain controls and documentation, support statutory filings, and manage balance sheet reconciliations, accruals, prepaids, fixed assets, and transfer pricing entries.

Owns the company’s revenue accounting cycle from contract signature through cash, including ASC 606 analysis, monthly revenue close, deferred revenue, contract costs, commission capitalization, billing-data integrity, order-to-cash controls, AR oversight, audit support, and revenue policy development. The role requires CPA certification, extensive SaaS revenue-recognition experience, complex contract analysis, international billing exposure, and strong technical accounting documentation skills.

Own the architecture, reliability, scalability, and developer experience of a Kubernetes-based platform supporting secure enterprise workloads. Design resilient infrastructure, define SLOs, improve observability and operational workflows, and build self-service deployment and developer tooling. Partner with product engineering and leadership to establish technical standards, resolve architectural risks, and scale infrastructure for significant customer growth.

Build and operate scalable backend infrastructure for financial data, including ingestion, transformation, integration, and serving systems. Design high-performance distributed pipelines handling millions of documents and datapoints, support AI and retrieval systems, and integrate heterogeneous financial sources. Ensure secure, compliant, reliable handling of customer data while collaborating with globally distributed engineering teams and influencing technical direction.

Build and scale backend systems for an enterprise AI platform. Responsibilities include architecting REST and gRPC APIs, developing distributed infrastructure for crawling, ranking, and retrieval, writing secure and tested code, and improving reliability and engineering velocity. The role requires a strong computer science foundation, proficiency in a strongly typed language, and at least four years of experience building distributed systems.

Own major full-stack product features from design through launch for an AI platform serving financial institutions. Build scalable, reliable software using React, TypeScript, Python, and cloud technologies; collaborate with engineers, domain experts, users, and Customer Success; and develop AI-powered user experiences using modern framework capabilities.

Lead the development of Rogo’s first native Android application from the ground up. Own architecture, technology choices, engineering standards, testing, security, performance, observability, releases, and quality. Partner with product, design, customers, and Customer Success to create AI-powered financial workflows. Build scalable foundations, integrate backend services, launch a polished mobile experience, and help hire and mentor the future Android engineering team.

Lead client engagements with investment banks, private equity funds, and investment firms from pre-sale through upsell. Understand financial workflows, conduct tailored AI product demonstrations, establish credibility with senior decision-makers, develop customer-focused marketing content, synthesize feedback for product and sales teams, introduce new solutions, and research customers and competitors. The role requires corporate development, strategy, or business development experience with exposure to M&A, partnerships, or strategic investments.