Client Strategy, Mid-Market

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
Rogo’s Client Strategy team members are highly motivated individuals with a proven track record in finance and a desire to drive client outcomes. You’ll own a portfolio of 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 stakeholders, ensuring customers achieve measurable ROI from Rogo and ultimately contributing to bottom-line revenue growth.

• Account Strategy: Develop and execute a strategy for each account, identifying client priorities, high-value financial workflows, key stakeholders, and opportunities to deepen adoption and expand the relationship.

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

• Client Engagement & Adoption: Work directly with bankers and investors to apply Rogo to research, diligence, and financial analysis, building internal champions and repeatable use across their teams.

• 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.

• 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 front-office experience in investment banking, private equity, private credit, asset management, hedge funds, or a comparable investment role preferred.

• Alternatively, 3+ years of experience in customer-facing roles, including client strategy, 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.

• Strong relationship-building skills and interest in owning client outcomes, including adoption, renewals, and expansion. Prior client strategy or account-management experience is not required.

• Strong strategic planning and relationship management skills, with the ability to build account plans, earn client trust, and engage and influence stakeholders at all levels.

• Outstanding project management skills; extremely organized and detail-oriented.

• Strong communication and presentation skills, with the ability to explain complex financial concepts clearly and lead live demos and working sessions.

• 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

• Experience using client adoption and performance metrics to identify risks, recommend actions, and drive retention and expansion.

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.