Rogo · 4 days ago
Customer Success Manager
New York, NY
Full-time
Onsite
Mid, Senior Level
3+ years expRogo is building Wall Street's first true AI analyst, aiming to empower finance professionals with unparalleled AI solutions. The Customer Success Manager will oversee a portfolio of accounts, driving adoption, retention, and expansion while ensuring clients achieve measurable ROI and contribute to revenue growth.
AnalyticsArtificial Intelligence (AI)Business IntelligenceFinancial ServicesFinTechGenerative AI
Responsibilities
Client Relationship Management: Serve as the primary contact for clients with a prescriptive and consultative approach
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)
Grow Bottom-Line Revenue: Use customer performance metrics to identify and deliver on upsell opportunities
Advocacy and Engagement: Engage users and stakeholders, empowering them to be Rogo 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
Qualification
Required
3-5+ 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
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
Preferred
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
Benefits
Exceptional traction: strong PMF with the world's largest investment banks, hedge funds, and private equity firms.
World-class team: we take talent density seriously. We like working with incredibly smart, driven people.
Velocity: we work fast, which means you learn a lot and constantly take on more.
Frontier technology: we're developing cutting-edge AI systems, pushing the boundaries of reinforcement learning and published research, redefining what's possible, and inventing the future.
Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We're creating tools that make people smarter, reinventing finance works.
Company
Rogo
Rogo is a secure Generative AI platform purpose-built for elite financial institutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$79MKey Investors
Sequoia CapitalThrive CapitalKhosla Ventures
2025-10-28Series Unknown
2025-04-30Series B· $50M
2024-10-01Series A· $18.5M
Leadership Team
Gabriel Stengel
CEO / Founder
John Willett
Co-Founder & COO
Recent News
Crowdfund Insider
2025-10-31
2025-10-14
FinTech Global
2025-09-12
Company data provided by crunchbase