Rogo · 2 months ago
Sales Strategy & Operations Lead
New York City
Full-time
Onsite
Senior Level
5+ years expRogo is building Wall Street's first true AI analyst to empower finance professionals with advanced AI capabilities. The Sales Strategy & Operations Lead will design and optimize sales processes, oversee sales data accuracy, and deliver actionable insights to leadership while collaborating closely with sales and marketing teams.
AnalyticsArtificial Intelligence (AI)Business IntelligenceFinancial ServicesFinTechGenerative AI
Responsibilities
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
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
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
Qualification
Required
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
Benefits
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.
Company
Rogo
Rogo is a secure Generative AI platform purpose-built for elite financial institutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$79MKey Investors
Sequoia CapitalThrive CapitalKhosla Ventures
2025-10-28Series Unknown
2025-04-30Series B· $50M
2024-10-01Series A· $18.5M
Leadership Team
Gabriel Stengel
CEO / Founder
John Willett
Co-Founder & COO
Recent News
Crowdfund Insider
2025-10-31
2025-10-14
FinTech Global
2025-09-12
Company data provided by crunchbase