Post-Sales Operations Manager

The role

You will own day-to-day operational execution for a defined customer segment. You will build processes for customer onboarding, adoption, renewals, and expansion using systems, automation, and AI.

What you will do

• Run the segment operating cadence including weekly reviews, monthly business reviews, and quarterly planning.
• Build repeatable processes across customer handoffs, onboarding, adoption, and renewal.
• Translate customer and business needs into clear playbooks, ownership, and workflows.
• Partner with account teams on business reviews, risk interventions, and expansion handoffs.
• Maintain a clear view of customer coverage, engagement demand, and team capacity.
• Improve how resources are assigned as customers move from pilots to ongoing partnerships.
• Support renewal forecasting.
• Turn adoption, consumption, and engagement signals into priorities for account teams.
• Own post-sales data quality in Salesforce for your segment.
• Build reporting to help leaders understand performance, risks, and opportunities.

Required qualifications

• 4–6 years of experience in B2B SaaS or Fintech
• 3+ years in Customer Success, Revenue, Sales, or related Operations
• Hands-on ownership of post-sales processes, such as renewals, onboarding, customer coverage, or resource planning
• Experience supporting a high-velocity customer motion or complex enterprise engagements
• Proficiency with Salesforce, including reporting, administration, and GTM data structures
• Strong analytical skills
• Comfort with contract, consumption, or staffing data
• Experience using AI and automation to improve how teams work
• A track record of driving cross-functional change without formal authority
• Clear, concise writing

Nice to have

• SQL or BI experience

About the company

Rogo aims to transform global finance by empowering professionals at investment banks, private equity funds, and investment firms with AI. The company is scaling quickly and defining a new category of enterprise AI.