Post Sales Operations Manager
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 day-to-day post-sales operational execution for a customer segment. You will run operating cadences, build lifecycle processes, support coverage and renewal planning, maintain Salesforce data quality, create performance reporting, and improve automations and workflows with GTM Systems.
Requirements
- 4–6 years of experience in B2B SaaS or Fintech
- 3+ years in Customer Success, Revenue, Sales, or related Operations
- Experience owning post-sales processes
- Salesforce reporting, administration, and GTM data-structure proficiency
- Analytical skills with contract, consumption, or staffing data
- Experience using AI and automation
- Cross-functional change management
- Clear and concise writing
Responsibilities
- Run weekly, monthly, and quarterly operating cadences
- Build processes for customer handoffs, onboarding, adoption, and renewal
- Create playbooks, ownership models, and workflows
- Support business reviews, risk interventions, and expansion handoffs
- Maintain customer coverage, engagement demand, and capacity views
- Support renewal forecasting
- Own post-sales data quality in Salesforce
- Build performance, risk, and opportunity reporting
- Improve automations, agents, and workflows
Benefits
- Equity
- Bonus compensation
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off
