Client Strategy Enterprise
Enterprise AI platform for financial institutions, providing agentic research, analysis, workflow automation, and client-ready deliverables.
Funding history
About Rogo
Rogo builds bespoke, enterprise-grade AI systems for financial workflows, including research, analysis, modeling, reporting, and deal work. Its platform emphasizes financial-domain models, integrated firm and market data, auditability, governance, and security.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will own enterprise accounts from adoption through retention and expansion. You will lead customer relationships and business reviews, manage renewals and churn risk, monitor account health, create account plans, engage stakeholders, and relay customer feedback to product and engineering teams.
Requirements
- 2+ years of front-office experience at an investment bank, private equity firm, or hedge fund, or 3+ years of customer-facing experience
- Customer success or account-management experience
- Customer performance-metric analysis
- Upsell and renewal management
- Strategic planning
- Relationship management
- Project management
- Presentation skills
- Communication skills
Responsibilities
- Serve as the primary contact for enterprise clients
- Plan and run QBRs and business reviews
- Own renewal forecasting, stakeholder alignment, and churn mitigation
- Monitor customer health and adoption signals and manage escalations
- Build customer success and account plans
- Engage users and stakeholders to build advocacy
- Relay client insights to product and engineering teams
Benefits
- Equity
- Bonus compensation
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off