What are the responsibilities and job description for the SDR position at Rogo?
Why Rogo
Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.
This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global 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 Rogo’s mission. We 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.
What You Will Own
Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.
This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global 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 Rogo’s mission. We 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.
What You Will Own
- Generate qualified pipeline for Rogo's sales team through high-volume, high-quality outbound across calls, email, and LinkedIn
- Manage and qualify inbound leads against defined criteria, converting interest into booked meetings with speed and precision
- Research and prioritize target accounts across investment banking, private equity, and investment management, crafting messaging that resonates with sophisticated financial audiences
- Execute multi-touch outbound sequences and continuously test what converts — subject lines, talk tracks, personas, timing
- Partner with marketing on campaigns and event follow-up to maximize lead volume and top-of-funnel conversion
- Maintain pristine CRM hygiene: accurate records, clean dispositioning, and sharp handoff notes so no context is lost entering the funnel
- Own your number — consistently hit and exceed activity, meeting, and qualified pipeline targets
- BA/BS degree
- 0 to 2 years of professional experience; sales, recruiting, or other outbound-heavy experience is a plus but not required
- Exceptional written and verbal communication — you can earn 30 seconds of attention from a Managing Director
- Competitive drive and resilience
- Genuine curiosity about AI, technology, and finance
- Familiarity with CRM, sequencing, and data enrichment tools is a plus
- 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.
- Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.
- Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.
- A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.
- Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.
- Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.