Client Strategy (Mid-Market)

Join Rogo, a high-growth financial technology company, as a Client Strategy Manager for the Mid-Market segment. In this role, you will own a portfolio of accounts, driving initial adoption, value realization, retention, and expansion. You will serve as the primary contact for clients, plan and run quarterly business reviews, manage the renewal process, monitor customer health, and build success and account plans. You will also identify upsell opportunities, engage users and stakeholders, and relay client insights back to product and engineering teams. The ideal candidate will have 3-5+ years of experience in customer-facing roles within high-growth, enterprise financial technology companies.

• Gérer un portefeuille de comptes de manière autonome, en assurant l'adoption initiale, la réalisation de la valeur, la rétention et l'expansion.
• Servir de contact principal pour les clients, en adoptant une approche prescriptive et consultative, et en planifiant et en animant des revues d'affaires.
• Surveiller l'adoption et les signaux de santé des clients, coordonner les escalades et prévenir le churn par un engagement proactif.
• Outstanding project management skills; extremely organized and detail-oriented
• Confident communicator with strong strategic planning and relationship management skills, adept at engaging with and influencing stakeholders across all levels in real time
• Proven track record in analyzing customer performance metrics and delivering strategic recommendations to drive business outcomes and improve processes
• 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
• Skilled in owning and managing customer relationships, including upsell and renewal conversations to maximize customer value
• 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
• Strong presentation and communication skills, whether impromptu on a whiteboard or using prepared presentations and demos
• Early experience at a hyper-growth startup
• High-volume client-facing experience within the AI space
• Direct experience in finance, including banking, private equity, or similar roles