Client Strategy (Mid-Market)

Join Rogo, a fast-growing startup in the AI and finance space. As a Client Strategy Manager, you will own a portfolio of accounts, driving adoption, value realization, retention, and expansion. You will serve as the primary contact for clients, manage the renewal process, monitor customer health, and build success plans. You will also identify upsell opportunities, engage users and stakeholders, and relay client insights back to product and engineering teams.

• Gestionar una cartera de cuentas de manera integral, impulsando la adopción inicial, la realización de valor, la retención y la expansión.
• Servir como el contacto principal para los clientes, utilizando un enfoque prescriptivo y consultivo para construir relaciones sólidas.
• Planificar y ejecutar revisiones de negocios y/o QBRs para alinear los objetivos del cliente, la hoja de ruta y los próximos pasos.
• 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
• 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred
• Strong presentation and communication skills, whether impromptu on a whiteboard or using prepared presentations and demos
• Alternatively, 3+ 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
• Confident communicator with strong strategic planning and relationship management skills, adept at engaging with and influencing stakeholders across all levels in real time
• 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
• Outstanding project management skills; extremely organized and detail-oriented
• Early experience at a hyper-growth startup
• You are ambitious. You have fun solving problems that others think are impossible
• You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity
• Direct experience in finance, including banking, private equity, or similar roles
• You are collaborative, organized, thoughtful, and kind
• 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 curious. You find joy in learning about AI, technology, and finance
• High-volume client-facing experience within the AI space