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 enterprise 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

• 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred
• Or 3+ years of experience in customer-facing roles (CSM, Account Management) within high-growth fintech
• 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 to influence stakeholders
• Outstanding project management and organizational skills
• Strong presentation and communication skills for demos and impromptu briefings
• 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