Client Strategy, Mid-Market (APAC)

The role

You will own a portfolio of accounts end-to-end to drive adoption, value realization, retention, and expansion. You will act as the primary partner to users and executive stakeholders to ensure measurable ROI from Rogo.

What you will do

• Develop and execute a strategy for each account.
• Serve as the primary contact for clients with a prescriptive and consultative approach.
• Work directly with bankers and investors to apply Rogo to research, diligence, and financial analysis.
• Plan and run QBRs and/or business reviews.
• Own the renewal process end-to-end.
• Monitor adoption and health signals to prevent churn.
• Relay client insights back to product and engineering teams.

Required qualifications

• 3+ years of experience in customer-facing roles, including client strategy, account management, or related roles within high-growth, enterprise financial technology companies that sell to investment b
• Strong relationship-building skills and interest in owning client outcomes, including adoption, renewals, and expansion.
• Strong strategic planning and relationship management skills.
• Outstanding project management skills.
• Strong communication and presentation skills.
• Extreme sense of ownership.

Nice to have

• 2+ years of front-office experience in investment banking, private equity, private credit, asset management, hedge funds, or a comparable investment role
• High-volume client-facing experience within the AI space
• Early experience at a hyper-growth startup
• Experience using client adoption and performance metrics to identify risks, recommend actions, and drive retention and expansion

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.