Client Strategy, Rogo Notes

The Role

As our first Client Strategy hire dedicated to Rogo Notes, Rogo's AI meeting assistant for financial institutions, you'll own a portfolio of Rogo Notes accounts end-to-end, driving initial adoption, value realization, retention, and expansion. You'll be the primary partner to both day-to-day users and executive and compliance stakeholders, ensuring customers achieve measurable ROI from Rogo Notes and ultimately contributing to bottom-line revenue growth.

What You Will Own

• Client Relationship Management: Serve as the primary contact for Rogo Notes clients with a prescriptive and consultative approach.

• Onboarding & Rollout: Drive initial adoption from contract signature through firm-wide rollout, including user enablement, templates, and CRM and calendar workflows. (new)

• Compliance Alignment: Partner with client compliance and supervisory teams to align Rogo Notes controls (retention, meeting restrictions, disclaimers, and administrative oversight) with firm policy.

• QBRs & Executive Alignment: Plan and run QBRs and/or business reviews to align on client goals, roadmap, and next steps.

• Renewal Management: Own the renewal process end-to-end, including forecasting renewal timelines, managing stakeholder alignment, and mitigating churn risk.

• Customer Health & Retention: Monitor adoption and health signals, quarterback escalations, and prevent churn through proactive engagement and action plans.

• Account Strategy: Build success and account plans for each customer (stakeholder map, KPIs, adoption milestones, mutual action plan).

• Expansion: Identify seat expansion across new teams, offices, and business lines, and surface opportunities for the broader Rogo platform in partnership with Sales.

• Advocacy and Engagement: Engage users and stakeholders, empowering them to be Rogo Notes advocates within their organizations.

• Feedback Loop: Relay client insights back to product and engineering teams, aiding in the continuous improvement of our product and the customer experience.

What You Will Need

• 2+ years of experience in customer-facing roles, including customer success, account management, or related roles. Must be within high-growth, enterprise financial technology companies that sell to investment banking, private equity, and/or other related high finance customers.

• Alternatively, 2+ years of front-office experience at a top-tier investment bank, private equity firm, consultant, or broker-dealer preferred.

• 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, adept at engaging with and influencing stakeholders across all levels in real time.

• Outstanding project management skills; extremely organized and detail-oriented.

• Strong presentation and communication skills, whether impromptu on a whiteboard or using prepared presentations and demos.

• Extreme sense of ownership, including the ability to track and follow through on lots of competing work streams that require input from across the organization.

Bonus

• High-volume client-facing experience within the AI space

• Early experience at a hyper-growth startup

• Direct experience in finance, including banking, private equity, or similar roles

• Experience working with regulatory, legal, or compliance stakeholders

Who You Are

• You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.

Why Join Rogo?

• Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.