Customer Support Specialist

Enterprise AI platform for financial institutions, providing agentic research, analysis, workflow automation, and client-ready deliverables.

New York, NY, United States
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.

View jobs by Rogo

Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will provide chat and email support to existing clients and resolve issues within service-level agreements. You will diagnose root causes, offer workarounds, identify process and automation opportunities, collaborate with support managers, and keep product, engineering, sales, and post-sales stakeholders informed.

Requirements

  • 1+ years of customer support or user operations experience in B2B SaaS or technology
  • Organizational and prioritization skills for high-volume queues
  • Verbal and written communication
  • Knowledge of financial and AI markets
  • Data-informed operational decision-making
  • Customer experience and operational excellence

Responsibilities

  • Handle customer queries through chat and email support queues
  • Resolve issues promptly and adhere to SLAs
  • Diagnose root causes and provide client workarounds
  • Identify process optimizations and automation opportunities
  • Collaborate with Customer Support Managers to scale support
  • Coordinate with Product, Engineering, Sales, and Post-Sales stakeholders

Benefits

  • Equity
  • Bonus compensation
  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Paid time off
Customer Support Specialist at Rogo | JobStash