Customer Success Associate

Finance is the engine of the global economy. It decides which ideas get built, which companies rise, and how resources are allocated. Yet it runs on slow tools and outdated technology.

Our mission is to transform finance. We’re building the AI analyst that makes every banker, investor, and executive smarter, faster, and more creative. When finance works better, capital flows more efficiently, innovation accelerates, and progress compounds across the entire economy. We’re not building generic AI. We are purpose-built for financial services, already working with the world’s largest banks, hedge funds, and private equity firms. Ten years from now, every financial institution will run on Rogo.

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.

• 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.

• 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.

• 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?)

• 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.

• 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.