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Rogo is an AI-powered financial analytics platform transforming workflows at top investment banks, private equity funds, and investment firms. The company has achieved strong product-market fit with leading financial institutions and is scaling rapidly with backing from world-class investors.
In this Client Strategy role, you will own a portfolio of mid-market accounts end-to-end, serving as the primary partner to both day-to-day users and executive stakeholders. Your core responsibilities include:
**Account Strategy & Relationship Management**
Develop and execute tailored strategies for each account, identifying client priorities, high-value financial workflows, key stakeholders, and expansion opportunities. Serve as the primary contact with a prescriptive and consultative approach, building trust across all organizational levels.
**Client Adoption & Engagement**
Work directly with bankers and investors to apply Rogo to research, diligence, and financial analysis workflows. Build internal champions within client organizations and drive repeatable use across teams.
**Business Reviews & Renewal Management**
Plan and run quarterly business reviews (QBRs) to align on client goals and roadmap. Own the renewal process end-to-end, including forecasting 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. Relay client insights back to product and engineering teams to drive continuous improvement.
You will thrive in a fast-paced, high-intensity environment where you own real surface area and watch sophisticated financial users rely on your work. The role offers the opportunity to work on one of the most ambitious problems today: bringing AI to the core of how Wall Street operates.
**Requirements**
- 2+ years of front-office experience in investment banking, private equity, private credit, asset management, hedge funds, or comparable investment roles; OR
- 3+ years of customer-facing experience (client strategy, account management, or related roles) at high-growth, enterprise financial technology companies selling to investment banking, private equity, and related high-finance customers
- Strong relationship-building skills and proven interest in owning client outcomes (adoption, renewals, expansion)
- Strong strategic planning and relationship management skills; ability to build account plans, earn trust, and influence stakeholders at all levels
- Outstanding project management skills; extremely organized and detail-oriented
- Strong communication and presentation skills; ability to explain complex financial concepts clearly and lead live demos
- Extreme sense of ownership and ability to manage competing work streams requiring cross-organizational input
**Bonus qualifications**
- High-volume client-facing experience in the AI space
- Early-stage experience at a hyper-growth startup
- Experience using client adoption and performance metrics to identify risks and drive retention/expansion
