Enterprise Client Success Manager, AI-Driven Finance

Rogo; Greater London; Hybrid; GBP 70,000 - 110,000; Full time

Job summary

Rogo in London is seeking a driven Customer Success Manager to own enterprise accounts end-to-end, driving adoption, value realization, retention, and growth.

You will partner with day-to-day users and executives to ensure measurable ROI, craft account plans, run QBRs, and expand relationships across clients.

Join a fast-moving, startup-like environment where ownership, collaboration, and strategic thinking help shape the future of enterprise AI in finance.

Qualifications

• 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred.
• Alternatively, 3+ years of experience in customer-facing roles, including customer success, account management, or related roles in high-growth, enterprise fintech.
• 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 across all levels.
• Outstanding project management skills; highly organized and detail-oriented.
• Strong presentation and communication skills for demos and stakeholder updates.

Responsibilities

• Own a portfolio of enterprise accounts end-to-end to drive adoption, value realization, retention and expansion.
• Lead QBRs and executive alignment on goals, roadmap, and next steps.
• Manage renewals end-to-end, forecast timelines, align stakeholders, and mitigate churn risk.
• Monitor customer health signals and proactively address escalations to prevent churn.
• Build account strategies with stakeholder maps, KPIs, adoption milestones, and mutual action plans.
• Identify and deliver upsell opportunities based on customer performance metrics.
• Engage users and stakeholders to empower them as Rogo advocates within their organizations.
• Relay client insights back to product and engineering for continuous improvement.

Skills

Enterprise client relationship

Renewal management

Upsell strategy

Stakeholder engagement

Project management

Strategic planning

Communication

Tools

Salesforce

PowerPoint

Job description

Rogo in London is seeking a driven Customer Success Manager to own enterprise accounts end-to-end, driving adoption, value realization, retention, and growth.

You will partner with day-to-day users and executives to ensure measurable ROI, craft account plans, run QBRs, and expand relationships across clients.

Join a fast-moving, startup-like environment where ownership, collaboration, and strategic thinking help shape the future of enterprise AI in finance.