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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 is scaling rapidly with proven product-market fit and backing from world-class investors.
You will join as a Post-Sales Operations Manager, reporting to the Director of Post-Sales Operations. This is a hands-on individual contributor role owning day-to-day operational execution for a defined customer segment (either Mid-Market or Enterprise, to be determined during interviews).
Key responsibilities include:
**Post-Sales Execution & Customer Lifecycle**: Run the segment's operating cadence (weekly reviews, monthly business reviews, quarterly planning). Build repeatable processes across customer handoffs, onboarding, adoption, and renewal. Translate customer and business needs into clear playbooks, ownership, and workflows. Partner with account teams on business reviews, risk interventions, and expansion handoffs.
**Coverage, Renewals & Planning**: Maintain visibility of customer coverage, engagement demand, and team capacity. Improve resource assignment as customers move from pilots to ongoing partnerships. Support renewal forecasting, keeping base renewal and expansion distinct. Turn adoption, consumption, and engagement signals into priorities for account teams.
**Data, Reporting & Systems**: Own post-sales data quality in Salesforce for your segment. Build reporting that helps leaders understand performance, risks, and opportunities. Partner with Finance on retention reporting and with leadership on coverage and capacity planning. Partner with GTM Systems to build and improve automations, agents, and workflows.
Mid-Market focus centers on scalable lifecycle and renewal operations; Enterprise focus centers on engagement staffing, specialist capacity, and strategic-account execution.
**Success milestones**: By 30 days, you understand your segment's customers, teams, and operating cadence. By 90 days, core processes run consistently and reporting supports decisions. By 6 months, your segment operates on a documented, repeatable rhythm that scales.
**Requirements**:
- 4–6 years of experience in B2B SaaS or Fintech, with 3+ years in Customer Success, Revenue, Sales, or related Operations
- Hands-on ownership of post-sales processes such as renewals, onboarding, customer coverage, or resource planning
- Experience supporting a high-velocity customer motion or complex enterprise engagements
- Proficiency with Salesforce, including reporting, administration, and GTM data structures
- Strong analytical skills and comfort with contract, consumption, or staffing data; SQL or BI experience is a plus
- Experience using AI and automation to improve how teams work
- Track record of driving cross-functional change without formal authority
- Clear, concise writing ability
