Client Strategy, Rogo Notes

📋 Description

• Client Relationship Management: Serve as the primary contact for Rogo Notes clients with a
• Onboarding & Rollout: Drive initial adoption from contract signature through firm-wide rollout
• Compliance Alignment: Partner with client compliance and supervisory teams to align Rogo Notes
• QBRs & Executive Alignment: Plan and run QBRs and/or business reviews to align on client goals
• Renewal Management: Own the renewal process end-to-end, including forecasting renewal timelines
• Customer Health & Retention: Monitor adoption and health signals, quarterback escalations, and

🎯 Requirements

• 2+ years of experience in customer-facing roles, including customer success, account management, or
• Alternatively, 2+ years of front-office experience at a top-tier investment bank, private equity
• Proven track record in analyzing customer performance metrics and delivering strategic
• Skilled in owning and managing customer relationships, including upsell and renewal conversations.
• Confident communicator with strong strategic planning and relationship management skills.
• Outstanding project management skills; extremely organized and detail-oriented.

🎁 Benefits

• Equity
• Bonus
• Work at a hyper-growth startup
• Opportunity to work at the frontier of AI and finance