Senior AI Customer Success Lead for Finance

ScOp Venture Capital LLC.; New York (NY); Hybrid; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Rogo is seeking a Customer Success Manager to own an enterprise portfolio and drive adoption, value realization, retention, and expansion across financial services clients. You will serve day-to-day users and executives, ensuring measurable ROI and alignment with client goals.

You will own renewals, manage timelines, and mitigate churn while advocating for customers with product and engineering teams. A fast-paced startup environment requires ownership and proactive communication.

Qualifikationen

• 3-5+ years of experience in customer-facing roles within high-growth enterprise fintechs.
• Proven track record of driving client outcomes and ROI.
• Strong ability to manage multiple stakeholders and strategic accounts.

Aufgaben

• Own a portfolio of accounts end-to-end from adoption to renewal and expansion.
• Lead QBRs and business reviews to align on goals and roadmap.
• Forecast renewals, manage churn risk, and ensure customer success.
• Monitor health signals and proactively address escalations to protect retention.
• Develop account plans with KPIs, milestones, and mutual action plans.
• Identify upsell opportunities and collaborate with sales to drive revenue.
• Gather client feedback for product and Eng to improve the experience.

Kenntnisse

Client Relationship Management

QBRs & Executive Alignment

Renewal Management

Customer Health Monitoring

Upsell & Growth

Jobbeschreibung

Rogo is seeking a Customer Success Manager to own an enterprise portfolio and drive adoption, value realization, retention, and expansion across financial services clients. You will serve day-to-day users and executives, ensuring measurable ROI and alignment with client goals.

You will own renewals, manage timelines, and mitigate churn while advocating for customers with product and engineering teams. A fast-paced startup environment requires ownership and proactive communication.