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Client Strategy, Mid-Market

RogoNew York CityGTM
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Salary
$150K - $200K USD
Job type
Full-time
Posted
15 Jan 2026
Status
Open · checked 7d ago

About this role

Role Overview

The Client Strategy, Mid-Market position at Rogo in New York City is a full-time role dedicated to driving client outcomes and maximizing account value. This opportunity suits professionals with experience in financial technology or high-finance sectors who want to shape the future of enterprise artificial intelligence.

Key Responsibilities

Serve as the primary contact for client relationships, employing a consultative and prescriptive approach.
Plan and conduct business reviews and quarterly reviews to align on goals, roadmaps, and next steps.
Manage the entire renewal lifecycle, forecast timelines, align stakeholders, and mitigate churn risks.
Monitor customer health signals and adoption metrics, quarterback escalations, and execute proactive action plans.
Build comprehensive account and success plans featuring stakeholder maps, adoption milestones, and key performance indicators.
Foster internal client advocacy and empower users to champion the platform within their organizations.
Channel client feedback to product and engineering teams to enhance the overall user experience.

Requirements

Two or more years of front-office experience at a top-tier hedge fund, private equity firm, or investment bank.
Alternatively, three or more years of experience in client-facing roles such as account management or customer success within high-growth enterprise financial technology companies serving high-finance customers.
Demonstrated success in reviewing customer performance metrics and providing strategic recommendations to improve processes and business outcomes.
Proven ability to manage customer relationships, handle renewal and upsell conversations, and maximize value.
Confident communication and strategic planning skills with the ability to influence stakeholders at all levels.
Exceptional organization, project management, and detail-oriented execution.
Strong presentation abilities for both impromptu whiteboard discussions and formal demonstrations.
High sense of ownership and capability to manage multiple competing work streams across organizations.

Nice to Have

High-volume client-facing background within the artificial intelligence sector.
Early-stage experience at a hyper-growth startup.
Direct professional background in finance, including private equity or banking.

Skills and Tools

Account management and customer success strategies
Strategic planning and stakeholder alignment
Project management and organization
Presentation and communication skills
Data analysis for customer performance metrics

Salary and Benefits

Annual salary range of $150,000 to $200,000 USD

About the Company

Rogo is transforming global finance by providing artificial intelligence solutions designed to deliver high speed, accuracy, and insight for top investment firms, private equity funds, and investment banks worldwide. Backed by world-class investors, the company is scaling rapidly and redefining enterprise workflows in the financial industry.

How to Apply

Candidates should visit the official Rogo careers page to submit an application for this position.

Questions candidates ask

What is the location of the Client Strategy, Mid-Market role?

The position is based in New York City and is an on-site role.

What is the salary range for this position?

The salary ranges from $150,000 to $200,000 USD per year.

What background is required to apply?

Applicants need either 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund, or 3+ years in customer-facing roles at a high-growth enterprise fintech company.

What are the primary duties of this role?

Responsibilities include managing client relationships end-to-end, running quarterly business reviews, overseeing renewals, monitoring customer health, building account success plans, and relaying feedback to the product team.

How should I apply for the job?

Interested candidates should apply directly on the official Rogo careers page.

Ready to apply?

The application is on the official Rogo careers page.

Apply on company site