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Client Strategy, Enterprise

Rogo· GTM
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New York City$175k - $215k + equity + bonusFull-timePosted 3mo ago

About the role

Enterprise client strategy and success role focused on managing a portfolio of enterprise accounts, driving adoption, retention, renewal, and expansion for Rogo’s AI-driven finance platform.

Responsibilities

  • Enterprise Client Relationship Management: Serve as the primary contact for enterprise 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).
  • 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.

Qualifications

  • 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred.
  • Alternatively, 3+ years of experience in customer-facing roles, including customer success, account management, or related roles. Ideally within high-growth, enterprise 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.

Skills

Required:Enterprise client relationship managementQBRs and executive alignmentRenewal managementCustomer health and retentionAccount strategyAdvocacy and engagementFeedback loop with product/engineeringCommunication and presentation

Benefits

  • Equity
  • Bonus
  • Comprehensive medical, dental, and vision coverage
  • Paid time off
Last updated Oct 8, 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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