Senior Enterprise Client Strategist

Rogo; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Rogo is seeking a Customer Success Manager in New York to own a portfolio of enterprise accounts, drive adoption, realize value, ensure retention, and expand revenue. You’ll be the primary partner to day-to-day users and executives, ensuring customers achieve measurable ROI from Rogo and contribute to revenue growth.

You will manage relationships with finance-sector clients, run QBRs, forecast renewal timelines, and mitigate churn while relaying feedback to product teams for ongoing improvements

Qualifications

• 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred.
• Alternatively, 3+ years in customer-facing roles in high-growth enterprise fintech serving finance clients.
• Proven track record analyzing customer metrics and delivering strategic recommendations.
• Skilled at owning and managing relationships, including upsell and renewal discussions.
• Strong communication, planning, and relationship management across all levels.

Responsibilities

• Own a portfolio of accounts end-to-end, driving adoption, value realization, retention and expansion.
• Partner with day-to-day users and executives to ensure measurable ROI from Rogo.
• Lead enterprise client relationship management with prescriptive, consultative approach.
• Plan and run QBRs and business reviews to align goals and roadmaps.
• Own renewal processes end-to-end, forecast timelines, align stakeholders, mitigate churn.
• Monitor adoption and health signals and proactively address risks.

Skills

Front-office experience

Customer-facing roles

Stakeholder management

Analytical thinking

Strategic planning

Job description

Rogo is seeking a Customer Success Manager in New York to own a portfolio of enterprise accounts, drive adoption, realize value, ensure retention, and expand revenue. You’ll be the primary partner to day-to-day users and executives, ensuring customers achieve measurable ROI from Rogo and contribute to revenue growth.

You will manage relationships with finance-sector clients, run QBRs, forecast renewal timelines, and mitigate churn while relaying feedback to product teams for ongoing improvements