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 scaling quickly and defining a new category of enterprise AI.

Responsibilities

• Serve as the primary contact for clients with a prescriptive and consultative approach
• Plan and run QBRs and business reviews to align on client goals and roadmap
• Own the renewal process end-to-end, including forecasting and mitigating churn risk
• Monitor adoption and health signals to prevent churn through proactive engagement
• 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 aid continuous improvement

Requirements

• 3-5+ years of experience in customer-facing roles (Customer Success or Account Management)
• Experience within high-growth, enterprise fintech companies selling to investment banking or private equity
• Proven track record in analyzing customer performance metrics and delivering strategic recommendations
• Skilled in managing upsell and renewal conversations
• Strong strategic planning and relationship management skills
• Outstanding project management and organizational skills
• Strong presentation and communication skills

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