Client Strategy, Mid-Market (EMEA)

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. Rogo's customer success managers are highly motivated individuals with a proven track record for driving client outcomes. You’ll own a portfolio of accounts end-to-end, driving initial adoption, value realization, retention, and expansion.

Responsibilities

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; Renewal Management: Own the renewal process end-to-end, including forecasting renewal timelines, managing stakeholder alignment, and mitigating churn risk; Customer Health & Retention: Monitor adoption and health signals, quarterback escalations, and prevent churn through proactive engagement and action plans; Account Strategy: Build success and account plans for each customer (stakeholder map, KPIs, adoption milestones, mutual action plan); Grow Bottom-Line Revenue: Use customer performance metrics to identify and deliver on upsell opportunities; Advocacy and Engagement: Engage users and stakeholders, empowering them to be Rogo advocates within their organizations; Feedback Loop: Relay client insights back to product and engineering teams, aiding in the continuous improvement of our product and the customer experience

Requirements

3-5+ years of experience in customer-facing roles, including customer success, account management, or related roles; Must be within high-growth, financial technology companies that sell to investment banking, private equity, and/or other related high finance customers; Proven track record in analyzing customer performance metrics and delivering strategic recommendations to drive business outcomes and improve processes; Skilled in owning and managing customer relationships, including upsell and renewal conversations to maximize customer value; Confident communicator with strong strategic planning and relationship management skills, adept at engaging with and influencing stakeholders across all levels in real time; 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; Extreme sense of ownership, including the ability to track and follow through on lots of competing work streams that require input from across the organization

Nice to have

High-volume client-facing experience within the AI space; Early experience at a hyper-growth startup; Direct experience in finance, including banking, private equity, or similar roles

Benefits

Strong product adoption with the world's leading financial institutions; Extraordinary team; A one-of-one problem; Real ownership; Always at the frontier