Rogo Benefits Overview

Own a portfolio of Rogo Notes enterprise accounts, driving onboarding, adoption, compliance alignment, value realization, renewals, retention, and expansion. Manage client relationships across users and executives, lead business reviews, monitor customer health, develop account plans, identify growth opportunities, and relay feedback to product and engineering. The role requires experience in customer success or account management within financial technology or front-office finance, strong strategic communication, project management, and stakeholder management skills.

Own new-logo and expansion revenue across major consultancies and professional services firms. Build executive relationships, develop global account strategies, lead discovery and proofs of value, create ROI business cases, navigate procurement and compliance, and close multi-year enterprise SaaS agreements. Coordinate global sales teams and cross-functional account resources, support post-sale adoption and expansion, generate pipeline, forecast accurately, and deliver ARR targets. The role requires complex enterprise selling, $1M+ quota experience, consultative selling, and domestic and international travel.

Create and edit thought leadership, research reports, blogs, product stories, executive content, and social media for finance and AI audiences. Partner with analysts, executives, and subject-matter experts to turn complex ideas into compelling stories, manage content from concept through publication, maintain high editorial standards, and measure audience and commercial impact.