Sales Operations Manager

Why Rogo

At Rogo, we are building Wall Street's first true AI analyst. Our mission is to empower finance professionals at the world’s top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We are not just improving financial workflows; we are redefining them from the ground up.

This is a unique opportunity to join a generational company at a key inflection point. With a rapidly growing client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.

Our team is sharp, motivated, and deeply committed to the mission. We operate with intensity, take ownership of complex problems, and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.

Sales Strategy & Process Optimization

• Design and optimize scalable sales processes across SDR, AE, and marketing teams to improve productivity and performance.

• Partner with Sales leadership to shape GTM strategy, forecasting, and sales structure.

• Manage Rules of Engagement, territories, account reviews, and Deal Desk operations.

• Regularly rebalance books of business to ensure fair routing and lead distribution.

Revenue Operations & Systems

• Oversee all sales data for accuracy, accessibility, and consistency across systems.

• Own and optimize the GTM tech stack (Salesforce, Apollo, Default, Omni, etc.) and collaborate on new tool deployment and integration.

• Build scalable workflows and ensure RevOps infrastructure supports organizational growth.

Insights, Planning & Reporting

• Maintain dashboards and reporting cadences for performance, pipeline health, and forecasts.

• Deliver actionable insights to Sales, Marketing, Product, and Finance leadership.

• Lead sales planning cycles and align data with executive and board-level goals.

• 5–7 years of experience in B2B SaaS or Fintech, with 4+ years in Sales, Revenue, or GTM Operations.

• Proven track record of building and scaling efficient sales processes.

• Strong understanding of the full sales lifecycle and GTM operations.

• Proficiency with Salesforce and common Sales tech stack tools (e.g., Outreach, LinkedIn Sales Navigator).

• Exceptional analytical, communication, and stakeholder management skills.

• Detail-oriented, data-driven, and comfortable in fast-paced, evolving environments.

• Experience with Salesforce administration and GTM data structures.

• Collaborative, customer-focused mindset with strong cross-functional partnership skills.

• You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.

• You are ambitious. You have fun solving problems that others think are impossible.

• You are curious. You find joy in learning about AI, technology, and finance.

• You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.

• You are collaborative, organized, thoughtful, and kind.

• Exceptional traction: strong PMF with the world's largest investment banks, hedge funds, and private equity firms.

• World-class team: we take talent density seriously. We like working with incredibly smart, driven people.

• Velocity: we work fast, which means you learn a lot and constantly take on more.

• Frontier technology: we're developing cutting-edge AI systems, pushing the boundaries of reinforcement learning and published research, redefining what's possible, and inventing the future.

• Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We're creating tools that make people smarter, reinventing finance works.