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Post-Sales Operations Manager

Rogo· GTM
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New York City$130k - $180kFull-timePosted 4d ago

About the role

Post-Sales Operations Manager responsible for the operational backbone of the post-sales organization, supporting onboarding, adoption, renewals, and growth for defined customer segments (Mid-Market and Enterprise). Hands-on IC focusing on processes, data, systems, and automation to enable scalable post-sales execution.

Responsibilities

  • Run the segment’s operating cadence: weekly reviews, monthly business reviews, and quarterly planning.
  • Build repeatable processes across customer handoffs, onboarding, adoption, and renewal.
  • Translate customer and business needs into clear playbooks, ownership, and workflows.
  • Partner with account teams on business reviews, risk interventions, and expansion handoffs.
  • Maintain a clear view of customer coverage, engagement demand, and team capacity.
  • Improve how resources are assigned as customers move from pilots to ongoing partnerships.
  • Support renewal forecasting, keeping base renewal and expansion distinct.
  • Turn adoption, consumption, and engagement signals into priorities for account teams.
  • Own post-sales data quality in Salesforce for your segment.
  • Build reporting that helps leaders understand performance, risks, and opportunities.
  • Partner with Finance on retention reporting and with leadership on coverage and capacity planning.
  • Partner with GTM Systems to build and improve automations, agents, and workflows.

Qualifications

  • 4–6 years of experience in B2B SaaS or Fintech, with 3+ years in Customer Success, Revenue, Sales, or related Operations.
  • Hands-on ownership of post-sales processes, such as renewals, onboarding, customer coverage, or resource planning.
  • Experience supporting a high-velocity customer motion or complex enterprise engagements; you do not need both.
  • Proficiency with Salesforce, including reporting, administration, and GTM data structures.
  • Strong analytical skills; comfort with contract, consumption, or staffing data. SQL or BI experience is a plus.
  • Experience using AI and automation to improve how teams work.
  • A track record of driving cross-functional change without formal authority.
  • Clear, concise writing: you can produce the one-page pre-read that lets a review start at the decision.

Skills

Required:Post-Sales Process OwnershipSalesforceData Analysis
Nice to have:SQL/BI

Benefits

  • Equity available
  • Bonus available
  • 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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