Sales Strategy & Operations Lead

Posted:
10/29/2025, 11:32:27 AM

Location(s):
New York, United States ⋅ New York, New York, United States

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Operations & Logistics

Finance is the engine of the global economy. It decides which ideas get built, which companies rise, and how resources are allocated. Yet it runs on slow tools and outdated technology.

Our mission is to transform finance. We’re building the AI analyst that makes every banker, investor, and executive smarter, faster, and more creative. When finance works better, capital flows more efficiently, innovation accelerates, and progress compounds across the entire economy. We’re not building generic AI. We are purpose-built for financial services, already working with the world’s largest banks, hedge funds, and private equity firms. Ten years from now, every financial institution will run on Rogo.

What You’ll Do

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.

What You Will Need

  • 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.

Who You Are

  • 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.

Why Join Rogo?

  • 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.

Rogo

Website: https://rogodata.com/

Headquarter Location: New York, New York, United States

Employee Count: 11-50

Year Founded: 2021

IPO Status: Private

Last Funding Type: Non-equity Assistance

Industries: Analytics ⋅ Business Intelligence ⋅ Data Visualization ⋅ Information Technology ⋅ Natural Language Processing ⋅ Software