Client Strategy Lead, AI Finance Platform

Rogo; New York (NY); On-site; USD 110,000 - 145,000; Full time

Job summary

Rogo is seeking a Client Strategy professional to own Rogo Notes accounts end-to-end, driving adoption, ROI, retention, and expansion for financial institutions. You will partner with users, executives, and compliance teams to deliver measurable value and revenue growth.

You will lead onboarding, governance alignment, and executive reviews while identifying expansion opportunities and advocating for customers across the organization.

Qualifications

• 2+ years in customer-facing roles in high-growth enterprise fintech.

Responsibilities

• Own and manage a portfolio of Rogo Notes accounts end-to-end, driving adoption, value realization, retention and expansion.
• Serve as the primary contact for clients with prescriptive, consultative approach.
• Drive onboarding from contract signature through firm-wide rollout, including user enablement, templates, CRM/calendar workflows.
• Coordinate with client compliance and supervisory teams to align Rogo Notes controls with firm policy.
• Plan and run QBRs/executive reviews to align on goals, roadmap and next steps.
• Own renewal processes end-to-end, forecast renewal timelines, and mitigate churn risk.
• Monitor adoption and health signals, manage escalations, and prevent churn.
• Build account plans with KPIs, adoption milestones, and mutual action plans.
• Identify expansion opportunities across teams/offices/business lines with Sales.

Skills

Customer success

Account management

Enterprise fintech

Stakeholder management

Strategic planning

Job description

Rogo is seeking a Client Strategy professional to own Rogo Notes accounts end-to-end, driving adoption, ROI, retention, and expansion for financial institutions. You will partner with users, executives, and compliance teams to deliver measurable value and revenue growth.

You will lead onboarding, governance alignment, and executive reviews while identifying expansion opportunities and advocating for customers across the organization.