Rogo

Client Strategy, Mid-Market

New York City · Mid

Sponsorship not specifiedDetected 188 days ago

Project ManagementAccount ManagementForecastingCustomer SuccessCommunicationPublic Speaking

About the role

Rogo's customer success managers are highly motivated individuals with a proven track record for driving client outcomes.
Client Relationship Management: Serve as the primary contact for clients with a prescriptive and consultative approach.
QBRs & Executive Alignment: Plan and run QBRs and/or business reviews to align on client goals, roadmap, and next steps.

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.
Own the renewal process end-to-end, including forecasting renewal timelines, managing stakeholder alignment, and mitigating churn risk.
Build success and account plans for each customer (stakeholder map, KPIs, adoption milestones, mutual action plan).
You'll own real surface area and watch the world's most sophisticated users rely on your work.
You'll own a portfolio of accounts end-to-end, driving initial adoption, value realization, retention, and expansion.
Renewal Management: Own the renewal process end-to-end, including forecasting renewal timelines, managing stakeholder alignment, and mitigating churn risk.
Account Strategy: Build success and account plans for each customer (stakeholder map, KPIs, adoption milestones, mutual action plan).
Proven track record in analyzing customer performance metrics and delivering strategic recommendations to drive business outcomes and improve processes.

You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.
You are ambitious.
You have fun solving problems that others think are impossible.
You are curious.
You are an owner.
You are autonomous, self-directed, and comfortable working with ambiguity.
You are collaborative, organized, thoughtful, and kind.
There is nowhere else you can work on it at this scale.
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.

2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred.

Outstanding project management skills; extremely organized and detail-oriented.
Strong presentation and communication skills, whether impromptu on a whiteboard or using prepared presentations and demos.

Monitor adoption and health signals, quarterback escalations, and prevent churn through proactive engagement and action plans.

Rogo has strong product adoption with the world's leading financial institutions, and we are still early.
The upside is enormous.
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.
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.
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.

This listing is sourced directly from Rogo's careers page and normalized into a canonical job model.