New York, New York, United States · On-site
$175k–$215k/yr
Why Rogo Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insi…
Skills: Client Relationship Management, Account Strategy, Renewal Management, Customer Success, Strategic Planning
New York, New York, United States · Hybrid
Samba is a media intelligence company. We know what the world is watching, reading, and thinking about — in real time, at scale, across every screen. Our data exists with the consent of over a billion people, organized i…
Skills: Revenue Growth, Pipeline Management, Sales Leadership, Go-To-Market Strategy, Agency Partnerships
New York, New York, United States · On-site
$175k–$200k/yr
Our Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private inves…
Skills: BDR Management, Pipeline Generation, Outbound Prospecting, Sales Coaching, Salesforce
New York, New York, United States · Hybrid
$100k–$120k/yr
At Warner Music Group, we’re a global collective of music makers and music lovers, tech innovators and inspired entrepreneurs, game-changing creatives and passionate team members. Here, we turn dreams into stardom and au…
Skills: VIP Ticketing, P&L Management, Pricing Strategy, Tour Operations, Financial Settlement
New York, New York, United States · On-site
$17/hr–$24/hr
At DICK’S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their drea…
Skills: Customer Service, Product Knowledge, Communication, Collaboration, Accountability
New York, New York, United States · On-site
$26/hr–$29/hr
Job Description: This position pays between $26-$29/hr ($54,000 - $60,000/year plus annual bonus!) based on experience. The role of the Retail Supervisor is to provide an unforgettable experience for our Guests both thro…
Skills: Retail Management, Supervisory Skills, Customer Service, Communication, Interpersonal Skills
New York, New York, United States · Remote OK
Interface is a global flooring and sustainability leader dedicated to rethinking how spaces work for people and the planet. Our portfolio includes Interface® carpet tile and LVT, nora® rubber flooring, and FLOR® premium …
Skills: Strategic Selling, Relationship Management, Business Acumen, Presentation Skills, Sales Forecasting
New York, New York, United States · Hybrid
$175k–$260k/yr
About MotherDuck Don’t let the quirky name fool you: At MotherDuck, we’re on a mission to make data warehousing fun, frictionless, and ducking awesome for developers and data practitioners building blazing fast internal …
Skills: SaaS Sales, Prospecting, Closing, Pipeline Management, Technical Selling
New York, New York, United States · Hybrid
Escape empowers enterprises to identify and resolve vulnerabilities at a scale and speed unattainable through manual security testing. We are redefining code-to-cloud security by leveraging AI. Our platform combines Atta…
Skills: B2B Technology Sales, Sales Leadership, Enterprise Deal Closing, Pipeline Management, Sales Coaching
New York, New York, United States · On-site
$61k–$65k/yr
BECOME OUR BEST INGREDIENT... Bring your talent to the mix at Empire Merchants, a world-class distributor of fine wines and spirits. Quality people are our best ingredient for success in this thriving, established indust…
Skills: Territory Planning, Merchandising, Sales Presentations, Inventory Management, Customer Relationship Management
New York, New York, United States · On-site
Application Deadline: 08/10/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment ba…
Skills: Agricultural Commodity Derivatives, Inventory Financing, Financial Analysis, Fundamental Analysis, MS Excel
New York, New York, United States · On-site
$175k–$250k/yr
Solutions for Financial Intermediaries is a business within Global Investor Sales that is responsible for the sales of Capital Markets products to retail financial intermediaries including private banks, broker dealers, …
Skills: Retail Client Relationships, Client Coverage, Derivatives Pricing, Structured Notes, OTC Derivatives
Saddle Brook, New Jersey, United States · Hybrid
$65k–$120k/yr
Company: Description: Client Advisor, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry…
Skills: Client Servicing, Coverage Analysis, Risk Management, Underwriting, Negotiation
New York, New York, United States · Hybrid
$90k–$120k/yr
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 …
Skills: B2B Sales, Consultative Selling, Pipeline Management, Field Prospecting, Digital Outreach
New York, New York, United States · Hybrid
$88k–$105k/yr
Job Title Senior Marketing Manager Job Description About the Position | Major goals and objectives and location requirements People Inc. is seeking a Senior Marketing Manager to join the Beauty & Style vertical, contribu…
Skills: Creative Writing, Storytelling, Keynote, PowerPoint, Digital Publishing
New York, New York, United States · On-site
$88k–$133k/yr
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and…
Skills: Financial Planning, Relationship Management, Client Profiling, Risk Assessment, KYC/AML Compliance
New York, New York, United States · On-site
$180k–$210k/yr
Position Summary About Samsung Ads Samsung Ads is an advanced advertising platform where advertisers find and connect with audiences across over 100M Samsung Households around the world. Samsung Ads delivers high-quality…
Skills: Paid Media Strategy, B2B Demand Generation, LinkedIn Campaign Manager, Google Ads, Microsoft Advertising
New York, New York, United States · On-site
$275k–$325k/yr
Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with $13 billion in loan originations in 2025. The firm consistentl…
Skills: Debt Placement, A+B Structures, Financial Analysis, Transaction Structuring, Due Diligence
Buffalo, New York, United States · On-site
Work Flexibility: Field-based The Company Stryker is one of the world’s leading medical technology companies and together with our customers, we are driven to make healthcare better. The Company offers a diverse array of…
Skills: Outside Sales, Medical Device Sales, Price Negotiation, Product Demonstration, Market Analysis
New York, New York, United States · Remote OK
$200k–$250k/yr
Function Partners Our Company We’re Hitachi Vantara, the data foundation trusted by the world’s innovators. Our resilient, high-performance data infrastructure means that customers – from banks to theme parks – can focu…
Skills: Channel Sales, Partner Management, Alliance Management, Enterprise Technology Sales, Business Planning
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Manage a portfolio of enterprise accounts end-to-end to drive adoption, value realization, and retention. Act as the primary partner for executive stakeholders to ensure ROI and identify opportunities for revenue expansion.
Requires 2+ years of front-office experience in high finance or 3+ years in enterprise customer success, preferably within FinTech. Must possess strong strategic planning skills and a proven track record of managing complex client relationships.
Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.
This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.
Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.
Rogo's customer success managers are highly motivated individuals with a proven track record for driving client outcomes. You’ll own a portfolio of 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 stakeholders, ensuring customers achieve measurable ROI from Rogo and ultimately contributing to bottom-line revenue growth.
Enterprise Client Relationship Management: Serve as the primary contact for enterprise clients with a prescriptive and consultative approach.
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).
Advocacy and Engagement: Engage users and stakeholders, empowering them to be Rogo 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.
2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred.
Alternatively, 3+ years of experience in customer-facing roles, including customer success, account management, or related roles. Ideally within high-growth, enterprise financial technology companies that sell to investment banking, private equity, and/or other related high finance customers.
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.
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
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.
You are ambitious. You have fun solving problems that others think are impossible.
You are curious. You find joy in learning about AI, technology, and finance.
You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.
You are collaborative, organized, thoughtful, and kind.
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.
Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.
A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.
Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.
Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.
The AI platform for finance.
Rogo is the purpose-built AI platform for finance.
Offices: New York, NY, US
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