Client Strategy, Mid-Market

Rogo
New York
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsSkills: ["Communication","Relationship management","Project management","Presentation","Strategic thinking"]

Join a high-growth fintech/enterprise AI company as a Customer Success Manager owning an end-to-end portfolio of accounts. You’ll drive initial adoption, value realization, retention, and expansion, serving day-to-day users and executive stakeholders to ensure measurable ROI, renewals, and upsell opportunities while conveying client insights back to product and engineering to improve the customer experience.

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FursaFursa
Rogo
Rogo
7 months ago

Client Strategy, Mid-Market

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Last checked: 22 hours agoStatus: Live

Job Summary

Join a high-growth fintech/enterprise AI company as a Customer Success Manager owning an end-to-end portfolio of accounts. You’ll drive initial adoption, value realization, retention, and expansion, serving day-to-day users and executive stakeholders to ensure measurable ROI, renewals, and upsell opportunities while conveying client insights back to product and engineering to improve the customer experience.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Client 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).

Key Requirements

  • •3-5+ 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 processes
  • •Skilled in owning and managing customer relationships, including upsell and renewal conversations to maximize customer value
  • •Confident communicator with strong strategic planning and relationship management skills, adept at engaging with and influencing stakeholders across all levels in real time
  • •Outstanding project management skills; extremely organized and detail-oriented
Experience:3-5 yearsFintechAIEnterprise softwareFinance
Skills:CommunicationRelationship managementProject managementPresentationStrategic thinking
Languages:English

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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