2 months ago
Responsibilities
- Own Salesforce end to end, including its data model, schema, Flows, validation rules, permissions, record pages, DevOps hygiene, reliability, and revenue-lifecycle processes.
- Build and maintain Salesforce customizations using Apex, SOQL, Flow, and Lightning Web Components, including testing, deployment, and documentation.
- Administer, integrate, evaluate, and consolidate the broader GTM technology stack and manage its API, OAuth, and access patterns.
- Own GTM user provisioning, role and permission changes, deprovisioning, and audience-based access design.
- Own CPQ, quoting controls, approval paths, quote-to-cash processes, contracts, entitlements, billing structures, renewals, expansions, churn mechanics, and customer lifecycle design.
- Build and ship AI and agentic GTM capabilities including health and scoring models, MEDDPICC scorers, account research agents, enrichment, routing, call-signal extraction, MCP servers, and LLM tooling.
- Establish AI evaluations, monitoring, confidence scoring, reversibility, explainability, guardrails, and human-in-the-loop controls.
- Design data-quality and reporting controls, execute validated population-scale backfills, and resolve GTM system issues at their root cause.
- Define technical solutions for ambiguous business problems and partner with RevOps, Sales, Sales Development, Customer Success, Deal Desk, Finance, and Engineering.
Requirements
- 5+ years owning GTM systems in a revenue, sales, or RevOps organization, primarily through hands-on Salesforce administration.
- Recent experience owning GTM tools beyond Salesforce, including integrations and access management across comparable platforms.
- Demonstrated experience building and operating broad GTM technology stacks rather than owning only one isolated system.
- Hands-on production experience with CPQ, quote-to-cash, quoting controls, contracts, entitlements, customer lifecycle design, and renewals.
- Recent, concrete production experience applying AI and LLMs to GTM systems, with the ability to explain implementation, evaluation, and business impact.
- Working familiarity with Apex, SOQL, and Lightning Web Components sufficient to read, validate, test, and safely deploy code with AI coding tools.
- Comfort with SQL and enough Python or scripting to build and debug pipelines, integrations, and backfills.
- Ability to turn ambiguous business problems into technical specifications and execute autonomously.
- Strong written communication for explaining system behavior, design rationale, and trade-offs to engineers and GTM leadership.
- Preferred experience with MCP servers, agent frameworks, LLM orchestration, iPaaS or automation platforms, modern data-layer tools, Salesforce certifications, compliance-sensitive environments, or high-growth companies.
Benefits
- Opportunity to own substantial systems surface area at an early-stage company serving leading financial institutions.
- Work alongside a high-talent team at the intersection of AI and finance.
- Autonomous, high-impact work on GTM systems used by sophisticated customers.
About Rogo
Rogo builds an AI operating system for finance, offering a suite of agents that handle sourcing, diligence, modeling, and turning analysis into deliverables for investment banks, private equity funds, and investment firms. It sells enterprise software and advisory services to large financial institutions. Founded in 2022 and headquartered in New York, the privately held company focuses on Wall Street workflows and is used by global finance teams.