Customer Success Manager

About the Company

Rogo is transforming 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. We are defining a new category of enterprise AI for the financial industry.

Responsibilities

• Serve as the primary contact for clients using a prescriptive and consultative approach
• Plan and run QBRs and business reviews to align on client goals and roadmaps
• Own the end-to-end renewal process, including forecasting and mitigating churn risk
• Monitor adoption and health signals to proactively prevent churn
• Build success and account plans including stakeholder maps and adoption milestones
• Identify and deliver on upsell opportunities using customer performance metrics
• Relay client insights back to product and engineering teams to improve the customer experience

Requirements

• 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred
• Or 3+ years in customer-facing roles within high-growth enterprise fintech companies
• Proven track record in analyzing customer performance metrics and delivering strategic recommendations
• Experience managing customer relationships, including upsell and renewal conversations
• Strong strategic planning and relationship management skills
• Outstanding project management and organizational skills
• Strong presentation and communication skills
• Extreme sense of ownership and ability to manage competing work streams

Preferred Qualifications

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