Client Strategy, Enterprise

About the role

Rogo is seeking a motivated Client Strategy professional to own a portfolio of enterprise accounts, driving adoption, value realization, retention, and expansion of its AI‑powered finance platform.

Key responsibilities

• Serve as primary contact for enterprise clients, providing consultative guidance and managing the full customer lifecycle.
• Plan and lead quarterly business reviews and executive alignment sessions to align on goals and roadmap.
• Own end‑to‑end renewal processes, forecast timelines, and mitigate churn risk.
• Monitor customer health, manage escalations, and develop proactive action plans to retain and grow accounts.
• Build detailed account success plans, including stakeholder mapping, KPIs, and adoption milestones.
• Gather client feedback and relay insights to product and engineering teams.

Required profile

• 2+ years front‑office experience at a top‑tier investment bank, private equity firm, or hedge fund, or 3+ years in customer‑facing roles such as customer success or account management.
• Proven ability to analyze performance metrics and deliver strategic recommendations.
• Strong communication, strategic planning, and relationship‑management skills across all stakeholder levels.
• Excellent project management, organization, and detail‑orientation.
• High sense of ownership and ability to manage multiple work streams.