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Rogo · 2 months ago

Sales Strategy & Operations Lead

New York, NY

Full-time

Hybrid

Senior Level

5+ years exp

Rogo is building Wall Street's first true AI analyst, aiming to empower finance professionals with AI that delivers speed, accuracy, and insight. The Sales Strategy & Operations Lead will design and optimize sales processes, manage sales data accuracy, and deliver actionable insights to leadership while ensuring the RevOps infrastructure supports growth.

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

SalesforceSales process optimizationB2B SaaS experienceGTM operationsAnalytical skillsStakeholder managementCross-functional partnershipCommunication skillsDetail-orientedCustomer-focused mindset