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Client Strategy, Mid-Market

Rogo· GTM
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New York City$145k - $200kFull-timePosted 8mo ago

About the role

Rogo’s Client Strategy team drives end-to-end account outcomes, including adoption, value realization, retention, and expansion for a portfolio of accounts in finance-focused technology.

Responsibilities

  • Account Strategy: Develop and execute a strategy for each account, identifying client priorities, high-value financial workflows, key stakeholders, and opportunities to deepen adoption and expand the relationship.
  • Client Relationship Management: Serve as the primary contact for clients with a prescriptive and consultative approach.
  • Client Engagement & Adoption: Work directly with bankers and investors to apply Rogo to research, diligence, and financial analysis, building internal champions and repeatable use across their teams.
  • 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.
  • Feedback Loop: Relay client insights back to product and engineering teams, aiding in the continuous improvement of our product and the customer experience.

Qualifications

  • 2+ years of front-office experience in investment banking, private equity, private credit, asset management, hedge funds, or a comparable investment role preferred.
  • Alternatively, 3+ years of experience in customer-facing roles, including client strategy, account management, or related roles in high-growth, enterprise financial technology companies that sell to investment banking, private equity, and/or other related high finance customers.
  • Strong relationship-building skills and interest in owning client outcomes, including adoption, renewals, and expansion.
  • Strong strategic planning and relationship management skills, with the ability to build account plans, earn client trust, and engage and influence stakeholders at all levels.
  • Outstanding project management skills; extremely organized and detail-oriented.
  • Strong communication and presentation skills, with the ability to explain complex financial concepts clearly and lead live demos and working sessions.
  • 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.

Skills

Required:Account strategyRelationship managementCommunication & presentation

Benefits

  • Equity
  • Comprehensive medical, dental, and vision coverage
  • Paid time off
Last updated Oct 22, 2026. Interested? Apply on the company site.

About Rogo

Secure AI for Finance Professionals

Rogo is the secure generative AI platform built for elite financial institutions. Save time, unlock insights and automate workflows in days.

AIFinanceData SecurityAutomation
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