Mid-Market Client Strategy EMEA
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 manage a portfolio of client accounts from adoption through retention and expansion. You will lead business reviews, own renewals, monitor customer health, build account plans, identify upsell opportunities, engage stakeholders, and share client feedback with product and engineering.
Requirements
- 3-5+ years of customer-facing experience in customer success, account management, or a related role
- Experience in financial technology serving investment banking, private equity, or high-finance customers
- Customer performance analysis and strategic recommendations
- Customer relationship, upsell, and renewal management
- Strategic planning and stakeholder management
- Project management
- Presentation and communication
- Experience in AI, a hyper-growth startup, or finance is a bonus
Responsibilities
- Manage client relationships as the primary contact
- Plan and run QBRs and business reviews
- Own renewal forecasting, stakeholder alignment, and churn-risk mitigation
- Monitor customer adoption and health signals
- Build customer success and account plans
- Identify and deliver upsell opportunities using customer metrics
- Engage users and stakeholders as client advocates
- Relay client insights to product and engineering