Client Strategy, Mid-Market

About the role

Rogo’s Client Strategy team drives client outcomes for high‑growth financial technology solutions. You will own a portfolio of mid‑market accounts, guiding adoption, renewal and expansion while partnering with both day‑to‑day users and executive stakeholders.

Key responsibilities

• Develop and execute account strategies, identifying client priorities and high‑value financial workflows.
• Serve as the primary contact with a consultative approach, managing relationships and driving adoption.
• Work directly with bankers and investors to apply Rogo’s AI to research, diligence and analysis, building internal champions.
• Plan and run quarterly business reviews to align on goals, roadmap and next steps.
• Own the end‑to‑end renewal process, forecasting timelines and mitigating churn risk.
• Monitor adoption health signals, manage escalations and proactively prevent churn.
• Relay client insights to product and engineering to improve the offering.

Required profile

• 2+ years of front‑office experience in investment banking, private equity, private credit, asset management, hedge funds, or a comparable investment role.
• Strong relationship‑building skills with a focus on client outcomes, adoption, renewals and expansion.
• Excellent project management, communication and presentation abilities.
• High sense of ownership, able to track multiple work streams across the organization.