Client Strategy, Mid-Market

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. The Role Rogo's customer success managers are highly motivated individuals with a proven track record for driving client outcomes. You’ll own a portfolio of accounts end-to-end, driving initial adoption, value realization, retention, and expansion. You’ll be the primary partner to both day-to-day users and executive stakeholders, ensuring customers achieve measurable ROI from Rogo and ultimately contributing to bottom-line revenue growth. What You Will Own Client Relationship Management: Ser [... source excerpt omitted ...] dmap, and next steps. Renewal Management: Own the renewal process end-to-end, including forecasting renewal timelines, managing stakeholder alignment, and mitigating churn risk. Customer Health & Retention: Monitor adoption and health signals, quarterback escalations, and prevent churn through proactive engagement and action plans. Account Strategy: Build success and account plans for each customer (stakeholder map, KPIs, adoption milestones, mutual action plan). Advocacy and Engagement: Engage users and stakeholders, empowering them to be Rogo advocates within their organizations. Feedback Loop: Relay client insights back to product and engineering teams, aiding in the cont [... source excerpt omitted ...] ce. What You Will Need 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred. Alternatively, 3+ years of experience in customer-facing roles, including customer success, account management, or related roles. Must be within high-growth, enterprise financial technology companies that sell to investment banking, private equity, and/or other related high finance customers. Proven track record in analyzing customer performance metrics and delivering strategic recommendations to drive business outcomes and improve processes. Skilled in owning and managing customer relationships, including upsell and renewal conversations to