Client Strategy, Enterprise

Rogo
New York
Workplace: OnsiteFull timeFunction: Strategy & Corporate DevelopmentExperience: 2+ yearsSkills: ["Communication","Stakeholder management","Strategic planning","Relationship management","Project management","Presentation"]

Own a portfolio of enterprise accounts end-to-end, driving initial adoption, value realization, retention, and expansion. Serve as the primary point of contact for enterprise clients, planning and running QBRs to align on goals, roadmap, and next steps. Manage renewals, monitor customer health signals, quarterback escalations, and prevent churn. Use performance metrics to identify upsell opportunities and relay client insights back to product and engineering teams to improve the customer experience.

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Rogo
Rogo
1 month ago

Client Strategy, Enterprise

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Last checked: 7 hours agoStatus: Live

Job Summary

Own a portfolio of enterprise accounts end-to-end, driving initial adoption, value realization, retention, and expansion. Serve as the primary point of contact for enterprise clients, planning and running QBRs to align on goals, roadmap, and next steps. Manage renewals, monitor customer health signals, quarterback escalations, and prevent churn. Use performance metrics to identify upsell opportunities and relay client insights back to product and engineering teams to improve the customer experience.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Strategy & Corporate Development
Seniority: Mid level

Key Responsibilities

  • •Manage an end-to-end portfolio of enterprise accounts, driving adoption, value realization, retention, and expansion.
  • •Serve as the primary enterprise client contact using a consultative approach and plan/run QBRs and business reviews.
  • •Own renewal management, including forecasting timelines, aligning stakeholders, and mitigating churn risk.
  • •Monitor customer health and adoption signals, handle escalations, and execute proactive churn-prevention action plans.
  • •Build account strategy (stakeholder maps, KPIs, adoption milestones, mutual action plans) and identify upsell opportunities; relay client insights to product and engineering teams.

Key Requirements

  • •2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred.
  • •3+ years in customer-facing roles such as customer success or account management, ideally in enterprise fintech selling to investment banking/private equity.
  • •Proven track record analyzing customer performance metrics and delivering strategic recommendations to drive business outcomes.
  • •Skilled at owning customer relationships, including upsell and renewal conversations to maximize customer value.
  • •Confident communicator with strong strategic planning and relationship management skills across stakeholders; strong project management and presentation skills.
Experience:2+ yearsFinancePrivate equityHedge fundFintechAIEnterprise
Skills:CommunicationStakeholder managementStrategic planningRelationship managementProject managementPresentation
Tech Stack:AI

Company Brief

Rogo
Provides an AI-driven research platform that automates consumer interviews, surveys, and qualitative insights to help product and marketing teams gather and analyze customer feedback faster.
Industry: Enterprise Software
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