Customer Success Associate

The Role

Rogo's customer success associates are former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You'll lead client engagements from onboarding through upsell, building consultative relationships and tailoring demos that resonate with investors and deal teams. You'll contribute to bottom-line growth through upsell identification and churn mitigation.

What You Will Own

Lead product onboardings and workshops tailored to the context of various financial firms, showcasing Rogo's features and benefits relevant to each prospective client's potential use cases.

Developing 1 : 1 relationships with users across accounts to build trust, uncover customer needs, and ensure each user sees tangible value from the product, ultimately driving higher adoption and long-term revenue retention.

Establish yourself as a credible expert in solving customers' specific problems (e.g., public company financial research, M&A advisory, company diligence workflows).

Drive bottom-line revenue success by using customer performance metrics to 1) identify and deliver on upsell opportunities and 2) identify and prevent customer churn.

Partner with the Head of Customer Success to outline key success strategies for retaining and expanding SMB and Mid Market accounts.

Collaborate with the sales team to develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens.

What You Will Need

1-2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund.

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.

Desire to be in a heavily customer-facing role.

Curiosity about AI's potential to transform financial services.

Bonus

High-volume sales or client-facing experience, including business development and / or directly managing banking client relationships.

Early experience at a hyper-growth startup.

Experience at world-class product organizations (e.g. Notion, Figma).

LLM knowledge (can you explain how a transformer works?)

Who You Are

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.

Why Join Rogo?

Exceptional traction : strong PMF with the world's largest investment banks, hedge funds, and private equity firms.

World-class team : we take talent density seriously. We like working with incredibly smart, driven people.

Velocity : we work fast, which means you learn a lot and constantly take on more.

Frontier technology : we're developing cutting-edge AI systems, pushing the boundaries of reinforcement learning and published research, redefining what's possible, and inventing the future.

Cutting Edge Product : Our platform is state-of-the-art and crazily powerful. We're creating tools that make people smarter, reinventing finance works.