Note: The job is a remote job and is open to candidates in USA. Rogo is building Wall Street's first true AI analyst, aiming to empower finance professionals with AI that delivers speed, accuracy, and insight. The Customer Success Manager will drive client outcomes by managing a portfolio of accounts, ensuring measurable ROI, and contributing to revenue growth through client relationship management and proactive engagement.
Responsibilities
- Serve as the primary contact for clients with a prescriptive and consultative approach
- Plan and run QBRs and/or business reviews to align on client goals, roadmap, and next steps
- Own the renewal process end-to-end, including forecasting renewal timelines, managing stakeholder alignment, and mitigating churn risk
- Monitor adoption and health signals, quarterback escalations, and prevent churn through proactive engagement and action plans
- Build success and account plans for each customer (stakeholder map, KPIs, adoption milestones, mutual action plan)
- Use customer performance metrics to identify and deliver on upsell opportunities
- Engage users and stakeholders, empowering them to be Rogo advocates within their organizations
- Relay client insights back to product and engineering teams, aiding in the continuous improvement of our product and the customer experience
Skills
- 3-5+ years of experience in customer-facing roles, including customer success, account management, or related roles. Must be 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
- High-volume client-facing experience within the AI space
- Early experience at a hyper-growth startup
- Direct experience in finance, including banking, private equity, or similar roles
Company Overview