EMEA Mid-Market Client Success Lead

Rogo

Greater London

On-site

GBP 60,000 - 82,000

Full time

14 days+

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Job summary

Rogo is redefining enterprise AI for finance. We seek a Customer Success Manager to own a portfolio of strategic accounts, driving adoption, value realization, and retention across investment banking and private equity clients.

You will engage day-to-day users and executives, coordinate with product and engineering for feedback, and identify upsell opportunities to grow revenue. A fast-paced startup environment rewards ownership and strategic thinking.

Qualifications

  • 3–5+ years in customer-facing roles within high-growth fintechs that sell to investment banking, private equity or related finance clients.
  • Proven ability to analyze customer performance metrics and deliver strategic guidance to drive outcomes.
  • Experience owning and managing customer relationships, including upsell and renewal conversations.

Responsibilities

  • Own a portfolio of accounts end-to-end, driving adoption, value realization, retention and expansion.
  • Serve as primary contact for clients with prescriptive and consultative approach.
  • Plan and run QBRs and business reviews to align on goals and roadmaps.
  • Own renewal processes end-to-end, forecast renewal timelines and mitigate churn risk.
  • Monitor adoption and health signals, escalate issues, and drive retention.

Skills

Customer-facing experience
Data-driven
Relationship management
Strategic planning
Project management
Presentation skills
Ownership mindset

Job description

Rogo is redefining enterprise AI for finance. We seek a Customer Success Manager to own a portfolio of strategic accounts, driving adoption, value realization, and retention across investment banking and private equity clients.

You will engage day-to-day users and executives, coordinate with product and engineering for feedback, and identify upsell opportunities to grow revenue. A fast-paced startup environment rewards ownership and strategic thinking.

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