Client Strategy, Enterprise

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 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

Website

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Rogo

2 weeks ago

Client Strategy, Enterprise

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

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

Website