SDR

About the role

Rogo is at the forefront of transforming the finance sector through innovative AI solutions tailored for leading investment banks and private equity firms. As we continue to grow at an impressive pace, we are on the lookout for a Sales Development Representative (SDR) to join our dynamic team. This position is pivotal in generating new business opportunities and managing incoming inquiries, ultimately supporting our sales team's efforts in expanding our client base.

Key facts

What you'll do

• Generate high-quality sales leads for the sales team by engaging in proactive outreach through phone calls, emails, and LinkedIn messaging.
• Assess and manage incoming leads, ensuring that interested prospects are efficiently converted into scheduled meetings.
• Conduct thorough research to identify and prioritize target accounts in sectors such as investment banking, private equity, and investment management, crafting personalized messages for financial professionals.
• Execute multi-channel outbound marketing campaigns while continuously experimenting with various strategies, including subject lines, conversation scripts, and optimal timing for outreach.
• Work closely with the marketing department to coordinate campaigns and follow up on events, aiming to boost lead generation and initial conversion rates.
• Keep precise records in the CRM system, ensuring accurate lead tracking and detailed notes for smooth transitions to the sales team.
• Take ownership of meeting and exceeding established activity metrics, scheduled meetings, and qualified pipeline goals.
• Participate in team meetings and training sessions to enhance your skills and contribute to the overall success of the sales team.
• Stay updated on industry trends and developments in AI and finance to effectively communicate our value proposition to potential clients.
• Collaborate with other departments to align strategies and share insights that can improve our sales approach.
• Provide feedback on lead quality and sales processes to help refine our outreach strategies and improve overall efficiency.

Requirements

• A bachelor's degree in a relevant field is required.
• 0 to 2 years of professional experience, preferably in a sales or customer-facing role.
• Exceptional written and verbal communication skills, with the ability to engage and influence senior executives.
• A strong competitive spirit and the ability to handle rejection with resilience.
• A genuine passion for artificial intelligence, technology, and the financial industry.
• Strong organizational skills and attention to detail to manage multiple leads and tasks effectively.

Nice to have

• Previous experience in sales, recruiting, or similar outbound-focused positions would be advantageous.
• Familiarity with CRM systems, sales sequencing tools, and data enrichment platforms is a plus.
• Experience in the finance sector or understanding of financial products and services can be beneficial.

Skills & tools

• Proficiency in CRM software for managing leads and tracking sales activities.
• Knowledge of sales sequencing tools to streamline outreach efforts.
• Familiarity with data enrichment tools to enhance lead quality and targeting.

Practical notes

• This position is based in New York City and requires onsite presence.
• Candidates must be eligible to work in the United States and may need to provide documentation for visa sponsorship if applicable.
• The work environment is fast-paced and collaborative, ideal for individuals who thrive in dynamic settings.
• Opportunities for professional development and growth within the company are available for high performers.

At Rogo, we are committed to fostering a diverse and inclusive workplace where every team member can contribute to our mission of revolutionizing finance through technology. If you are driven, enthusiastic, and ready to take on the challenge of growing our client base, we encourage you to apply for the Sales Development Representative position. Join us in shaping the future of finance!

About the company

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