2+ years in customer-facing roles within high-growth financial tech companies or front-office experience at top-tier financial institutions.
Proven ability to analyze customer performance metrics and provide strategic recommendations.
Experience managing customer relationships, including upsell and renewal discussions.
Strong communication and relationship management skills, capable of engaging stakeholders at all levels.
Exceptional project management skills with a detail-oriented approach.
Strong presentation skills, both impromptu and prepared.
Demonstrated ownership and ability to manage multiple competing priorities.
Responsibilities
Serve as the primary contact for Rogo Notes clients, employing a consultative approach.
Drive onboarding and rollout from contract signing to firm-wide implementation.
Align Rogo Notes controls with client compliance and supervisory teams.
Plan and conduct quarterly business reviews to align on client goals and next steps.
Manage the renewal process, including forecasting and stakeholder alignment.
Monitor customer health signals and proactively engage to prevent churn.
Develop success and account plans tailored to each customer.
Benefits
Opportunity to work in a fast-paced startup environment.
Engagement with cutting-edge AI technology in the finance sector.
Chance to influence product development through client feedback.
Collaboration with high-level stakeholders in financial institutions.
Full Job Description
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.
