Client Strategy (Enterprise)

Client Strategy (Enterprise)

Full-Time 51750 - 63250 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Drive client success and manage enterprise accounts to maximise value and retention.
  • Company: Join a fast-paced startup revolutionising the finance tech space.
  • Benefits: Competitive salary, growth opportunities, and a dynamic work environment.
  • Other info: Thriving culture that values curiosity, collaboration, and ownership.
  • Why this job: Make a real impact by helping clients achieve measurable ROI and drive revenue growth.
  • Qualifications: 2+ years in finance or customer-facing roles with strong communication skills.

The predicted salary is between 51750 - 63250 £ per year.

Rogo’s customer success managers are highly motivated individuals with a proven track record for driving client outcomes. You’ll own a portfolio of accounts end-to-end, driving initial adoption, value realization, retention, and expansion. You’ll be the primary partner to both day-to-day users and executive stakeholders, ensuring customers achieve measurable ROI from Rogo and ultimately contributing to bottom-line revenue growth.

  • Enterprise Client Relationship Management: Serve as the primary contact for enterprise clients with a prescriptive and consultative approach.
  • QBRs & Executive Alignment: Plan and run QBRs and/or business reviews to align on client goals, roadmap, and next steps.
  • Renewal Management: Own the renewal process end-to-end, including forecasting renewal timelines, managing stakeholder alignment, and mitigating churn risk.
  • Customer Health & Retention: Monitor adoption and health signals, quarterback escalations, and prevent churn through proactive engagement and action plans.
  • Account Strategy: Build success and account plans for each customer (stakeholder map, KPIs, adoption milestones, mutual action plan).
  • Grow Bottom-Line Revenue: Use customer performance metrics to identify and deliver on upsell opportunities.
  • Advocacy and Engagement: Engage users and stakeholders, empowering them to be Rogo advocates within their organizations.
  • Feedback Loop: Relay client insights back to product and engineering teams, aiding in the continuous improvement of our product and the customer experience.

Skilled in owning and managing customer relationships, including upsell and renewal conversations to maximize customer value. Strong presentation and communication skills, whether impromptu on a whiteboard or using prepared presentations and demos. Proven track record in analyzing customer performance metrics and delivering strategic recommendations to drive business outcomes and improve processes.

2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred. Alternatively, 3+ years of experience in customer-facing roles, including customer success, account management, or related roles. Ideally within high-growth, enterprise financial technology companies that sell to investment banking, private equity, and/or other related high finance customers.

Extreme sense of ownership, including the ability to track and follow through on lots of competing work streams that require input from across the organization. Confident communicator with strong strategic planning and relationship management skills, adept at engaging with and influencing stakeholders across all levels in real time. Outstanding project management skills; extremely organized and detail-oriented.

You are curious. You find joy in learning about AI, technology, and finance. 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. Early experience at a hyper-growth startup. You are ambitious. You have fun solving problems that others think are impossible. Direct experience in finance, including banking, private equity, or similar roles. You are collaborative, organized, thoughtful, and kind. You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity. High-volume client-facing experience within the AI space.

Client Strategy (Enterprise) employer: Rogo

At Rogo, we pride ourselves on being an exceptional employer that fosters a dynamic and collaborative work culture. Our team thrives in a fast-paced startup environment where innovation is encouraged, and employees are empowered to take ownership of their roles. With ample opportunities for professional growth and a commitment to employee well-being, Rogo is the perfect place for motivated individuals looking to make a meaningful impact in the enterprise financial technology sector.

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Contact Details:

Rogo Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Strategy (Enterprise)

Get to Know the Company Culture

Before jumping into applications, it’s super helpful to understand the vibe at Rogo. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.

Join Customer Support Communities

Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Rogo before they even post them.

Attend Job Fairs or Networking Events

Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!

Show Off Your Skills with Customer Interactions

In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!

We think you need these skills to ace Client Strategy (Enterprise)

Client Relationship Management
Consultative Approach
Quarterly Business Reviews (QBRs)
Renewal Management
Customer Health Monitoring
Account Strategy Development
Upselling and Cross-Selling

Some tips for your application 🫡

Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.

Tailor Your Cover Letter to Rogo:Your cover letter is your chance to shine! Tell us why you want to work at Rogo specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!

Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!

Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Rogo!

How to prepare for a job interview at Rogo

Show Off Your People Skills

In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!

Know the Tools of the Trade

Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!

Show Genuine Enthusiasm

As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!

Practice Common Scenarios

Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.