Client Strategy, Rogo Notes

Why Rogo

Our mission is to transform 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're not just improving financial workflows; we're redefining them.

This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.

Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.

The Role

As our first Client Strategy hire dedicated to Rogo Notes, Rogo's AI meeting assistant for financial institutions, you'll own a portfolio of Rogo Notes accounts end-to-end, driving initial adoption, value realization, retention, and expansion. You'll be the primary partner to both day-to-day users and executive and compliance stakeholders, ensuring customers achieve measurable ROI from Rogo Notes and ultimately contributing to bottom-line revenue growth.

What You Will Own

• Client Relationship Management: Serve as the primary contact for Rogo Notes clients with a prescriptive and consultative approach.

• Onboarding & Rollout: Drive initial adoption from contract signature through firm-wide rollout, including user enablement, templates, and CRM and calendar workflows. (new)

• Compliance Alignment: Partner with client compliance and supervisory teams to align Rogo Notes controls (retention, meeting restrictions, disclaimers, and administrative oversight) with firm policy.

• QBRs & Executive Alignment: Plan and run QBRs and/or business reviews to align on client goals, roadmap, and next steps.

• Renewal Management: Own the renewal process end-to-end, including forecasting renewal timelines, managing stakeholder alignment, and mitigating churn risk.

• Customer Health & Retention: Monitor adoption and health signals, quarterback escalations, and prevent churn through proactive engagement and action plans.

• Account Strategy: Build success and account plans for each customer (stakeholder map, KPIs, adoption milestones, mutual action plan).

• Expansion: Identify seat expansion across new teams, offices, and business lines, and surface opportunities for the broader Rogo platform in partnership with Sales.

• Advocacy and Engagement: Engage users and stakeholders, empowering them to be Rogo Notes advocates within their organizations.

• Feedback Loop: Relay client insights back to product and engineering teams, aiding in the continuous improvement of our product and the customer experience.

What You Will Need

• 2+ 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.

• Alternatively, 2+ years of front-office experience at a top-tier investment bank, private equity firm, consultant, or broker-dealer preferred.

• 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.

Bonus

• 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

• Experience working with regulatory, legal, or compliance stakeholders

Who You Are

• You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.

• You are ambitious. You have fun solving problems that others think are impossible.

• You are curious. You find joy in learning about AI, technology, and finance.

• You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.

• You are collaborative, organized, thoughtful, and kind .

Why Join Rogo?

• Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.

• Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.

• A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.

• Real ownership : You'll own real surface area and watch the world's most sophisticated users rely on your work.

• Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.