← All roles

Client Strategy, Mid-Market (EMEA)

Rogo· GTM
Apply on company site
London£110k - £150kFull-timePosted 6mo ago

About the role

Client Strategy role focused on end-to-end account ownership in mid-market, driving adoption, value realization, retention, and expansion for Rogo’s clients in finance, with a focus on London-based EMEA accounts.

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.

Skills

Required:Account strategyClient relationship managementClient engagement & adoptionQBRs & executive alignmentRenewal managementCustomer health monitoringCommunication & presentation

Benefits

  • equity
  • bonus
  • comprehensive private medical
  • dental and vision coverage
  • paid holiday
Last updated Oct 15, 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
Company profileWebsite

More open roles at Rogo