Why Rogo
Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.
This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.
Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.
What You'll Do
Own the post-sales data model in Salesforce: account health scoring, renewal
tracking/opportunity management, and Post-Sales activity, built to scale as our customer
base grows
Design and maintain the renewal pipeline: stage definitions, forecasting methodology,
and the infrastructure that supports accurate gross and net revenue retention reporting
Build the customer health framework: define the inputs (product usage, engagement
signals, support activity, executive sponsorship), instrument the data capture, and
surface actionable dashboards for ICs and leadership
Partner with Finance and Legal on contract infrastructure: renewal schedules, multi-year
deal tracking, consumption monitoring for usage-based components, and the
quote-to-renewal workflow
Own CS team performance reporting: book of business coverage, QBR completion
rates, time-to-value metrics, and CSM capacity modeling as the team scales
Support the post-sales technology stack: CRM configuration, CS tooling (Gainsight,
Vitally, or equivalent), and integrations that surface product usage data alongside
account data in a single view
Partner with the Sales Ops and Systems teams on handoff process design: what a clean
closed-won renewal looks like, how onboarding milestones get tracked, and where Sales
ends and CS begins in the data model
Build the operational infrastructure for Rogo's advisory and professional services motion:
project tracking, milestone triggers, and revenue recognition inputs for Finance
Contribute to executive-level revenue reporting: GRR, NRR, logo retention, and cohort
analysis that connects post-sales performance to company-level outcomes
What We're Looking For
5+ years in a CS Operations, Revenue Operations, or Sales Operations role at a B2B
SaaS company, with direct ownership of post-sales infrastructure
Strong Salesforce proficiency & experience building or administering a CS platform,
including health score configuration and playbook automation
Comfort working across contract data, consumption data, and CRM data to produce
clean ARR and NRR reporting
Strong analytical instincts: you can build a cohort retention model, spot a data integrity
issue, and explain both to a CS leader
Experience supporting a renewal forecasting process: you understand the mechanics of
a renewal pipeline and what makes forecast data trustworthy
Exceptional cross-functional communication skills; you operate comfortably at the
intersection of CS, Finance, and RevOps
Experience in a high-growth B2B SaaS company, ideally selling into enterprise or
institutional buyers
Bonus Points
Familiarity with consumption-based or hybrid billing models and the operational
complexity they introduce for renewal tracking
Exposure to professional services or advisory revenue operations: onboarding tracking
and how services revenue maps to the CRM
Experience contributing to a BI layer for post-sales reporting (Sigma, Looker, Tableau, or
similar)
Prior experience standing up a CS ops function from scratch or during a period of rapid
team growth
Who You Are
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.
Why Join Rogo?
Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.
Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.
A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.
Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.
Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.