Rogo
Client Strategy, Mid-Market
$145K–$200K
New York City · On-site · Full-time · Posted Jan 15, 2026
- Experience
- 2+ years of front-office experience in investment banking, private equity, private credit, asset management, hedge funds, or a comparable investment role (preferred); alternatively, 3+ years in qualifying customer-facing roles.
About the job
Own a portfolio of mid-market finance clients, driving adoption, measurable value, renewals, retention, and account expansion for Rogo’s AI product.
What you'll do
- Develop account strategies and manage client relationships, adoption, and executive alignment.
- Lead renewals, monitor customer health, address escalations, and mitigate churn risk.
- Apply Rogo to clients’ financial workflows and relay client feedback to product and engineering teams.
What they ask for
- Strong strategic planning, relationship management, project management, communication, and presentation skills.
- Ability to build account plans, influence stakeholders, explain complex financial concepts, and lead demos and working sessions.
- Either 2+ years of front-office experience in a listed finance role (preferred), or 3+ years in customer-facing roles at high-growth enterprise financial technology companies serving high-finance clients.
Nice to have
- High-volume client-facing experience in AI, early experience at a hyper-growth startup, or experience using adoption and performance metrics to drive retention and expansion.
Pay
$145K – $200K (base salary)
AI focus
Drive client adoption of Rogo’s AI in research, diligence, and financial analysis workflows; no AI product development is stated.
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