Scaled CS Lead for Global Finance AI

rogo.ai; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Rogo seeks its first Scaled Customer Success Manager to own a broad book of accounts and drive adoption, value realization, retention, and expansion. You will build scalable playbooks, automations, and data-driven interventions to scale customer success in a high-growth AI environment.

You will partner with CS Ops, Marketing, and Product to optimize the customer journey from onboarding through renewal, ensuring measurable ROI and recurring revenue growth.

Qualifications

• 5–7+ years in customer success or related roles.
• Experience managing a large portfolio through automation and programs.
• Ability to use usage analytics to prioritize actions.
• Strong content creation for emails, in-app messages, enablement content, and webinars.
• Confident in running group sessions and executive conversations.
• Excellent project management; detail-oriented with multiple workstreams.
• Analytical mindset; comfortable with usage data and segmentation.
• Ownership mindset; build repeatable systems.

Responsibilities

• Own a large book of accounts and manage adoption, retention, and expansion.
• Build scalable playbooks and digital touchpoints to drive value at scale.
• Create automated customer journeys from onboarding to renewal.
• Monitor health signals and trigger targeted interventions.
• Forecast renewals and protect/grow recurring revenue.
• Identify upsell signals and convert to pipeline.
• Develop scalable plays for onboarding, at-risk, and expansion.
• Relay customer feedback to Product, Eng, and Marketing.
• Identify power users and develop case studies.

Skills

Customer success

Portfolio management

Automation

Data analytics

Webinars

Executive communication

Project management

Content creation

Onboarding

Retention strategy

Upsell awareness

Job description

Rogo seeks its first Scaled Customer Success Manager to own a broad book of accounts and drive adoption, value realization, retention, and expansion. You will build scalable playbooks, automations, and data-driven interventions to scale customer success in a high-growth AI environment.

You will partner with CS Ops, Marketing, and Product to optimize the customer journey from onboarding through renewal, ensuring measurable ROI and recurring revenue growth.