Customer Success Manager, Investment Banking

Rogo's Customer Success Manager RoleRogo's customer success managers are highly motivated individuals with a proven track record for driving client outcomes. You'll own a portfolio of accounts end-to-end, driving initial adoption, value realization, retention, and expansion. You'll be the primary partner to both day-to-day users and executive stakeholders, ensuring customers achieve measurable ROI from Rogo and ultimately contributing to bottom-line revenue growth.What You Will OwnClient 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.What You Will Need3-5+ 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 processesSkilled in owning and managing customer relationships, including upsell and renewal conversations to maximize customer valueConfident communicator with strong strategic planning and relationship management skills, adept at engaging with and influencing stakeholders across all levels in real timeOutstanding project management skills; extremely organized and detail-orientedStrong presentation and communication skills, whether impromptu on a whiteboard or using prepared presentations and demosExtreme sense of ownership, including the ability to track and follow through on lots of competing work streams that require input from across the organizationBonusHigh-volume client-facing experience within the AI spaceEarly experience at a hyper-growth startupDirect experience in finance, including banking, private equity, or similar rolesWho You AreYou 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 ambitious. You have fun solving problems that others think are impossible.You are curious. You find joy in learning about AI, technology, and finance.You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.You are collaborative, organized, thoughtful, and kind.Why Join Rogo?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.