Client Strategy, Mid-Market

About the role

Rogo provides AI for investment banks, private equity funds, and investment firms. The Client Strategy, Mid-Market role owns a portfolio of accounts end to end, driving adoption, value realization, retention, expansion, measurable ROI, and revenue growth while partnering with daily users and executive stakeholders.

Requirements

• 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund is preferred.
• Alternatively, 3+ years of customer-facing experience including customer success, account management, or related roles within high-growth enterprise financial-technology companies selling to investment banking, private equity, or related high-finance customers.
• Track record analyzing customer performance metrics and delivering strategic recommendations to drive business outcomes and improve processes.
• Experience owning customer relationships, including upsell and renewal conversations to maximize customer value.
• Confident communication, strategic planning, and relationship-management skills across stakeholder levels in real time.
• Outstanding project-management skills and extreme organization and attention to detail.
• Strong presentation and communication skills, including impromptu whiteboarding, prepared presentations, and demos.
• Strong ownership and ability to track and follow through on competing workstreams requiring cross-functional input.

What you'll do

• Serve as the primary contact for clients with a prescriptive and consultative approach.
• Plan and run QBRs and business reviews to align on client goals, roadmap, and next steps.
• Own the renewal process end to end, including forecasting renewal timelines, aligning stakeholders, and mitigating churn risk.
• Monitor adoption and customer health signals, quarterback escalations, and prevent churn through proactive engagement and action plans.
• Build success and account plans with stakeholder maps, KPIs, adoption milestones, and mutual action plans.
• Engage users and stakeholders and empower them to become Rogo advocates.
• Relay client insights to Product and Engineering to improve the product and customer experience.

Where this was posted

• jobs.ashbyhq.com

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