Client Strategy, Mid-Market

📋 Description

• Client relationship management with consultative approach.
• Plan and run QBRs and executive alignment to set goals and next steps.
• End-to-end renewal management; forecast timelines and mitigate churn.
• Monitor adoption and health signals; drive retention actions.
• Build account plans with stakeholders, KPIs, milestones.
• Engage users to become Rogo advocates across organizations.

🎯 Requirements

• 2+ years of front-office experience at top-tier banks or 3+ years in customer-facing roles in fintech.
• Proven ability to analyze customer metrics and drive strategic recommendations.
• Own and manage customer relationships, including upsell and renewal conversations.
• Strong strategic planning and relationship management across all levels.
• Excellent project management and organizational skills.
• Excellent presentation and communication skills; ability to manage many work streams.
• Ownership mindset; autonomous and capable of working with ambiguity.

🎁 Benefits

• Up and to the right: strong product adoption with leading financial institutions.
• Extraordinary team; talent density in AI and finance.
• A one-of-a-kind problem at scale: AI in Wall Street workflows.
• Real ownership of meaningful customer surface area.
• Always at the frontier: work at the edge of model capabilities.