Client Strategy, Mid-Market
Core
Own a portfolio of accounts end-to-end, driving initial adoption, value realization, retention, and expansion for investment banks and private equity firms.
Role type
Mid-market client strategy manager
Builds
Enterprise AI workflows for financial research, diligence, and analysis
Domain
Financial technology / Investment banking
Deliverable
production ML models
Required skills
Account strategy, client relationship management, stakeholder engagement, renewal management, customer health monitoring, feedback loop management
Preferred skills
Front-office finance experience, high-growth fintech experience, AI adoption metrics expertise
Technologies
Rogo AI platform
Responsibilities
Develop and execute account strategies, serve as primary client contact, work directly with bankers and investors to apply AI tools, plan and run quarterly business reviews, own the renewal process, monitor adoption and health signals, relay client insights to product teams
Seniority
Mid-level, hands-on IC
