Client Strategy, Rogo Notes

United States·New Yorkfull-timemid

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Quick Summary

Key Responsibilities

Serve as the primary contact for Rogo Notes clients with a prescriptive and consultative approach. Onboarding & Rollout: Drive initial adoption from contract signature through firm-wide rollout,

Technical Tools

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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.

As our first Client Strategy hire dedicated to Rogo Notes, Rogo's AI meeting assistant for financial institutions, you'll own a portfolio of Rogo Notes 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 and compliance stakeholders, ensuring customers achieve measurable ROI from Rogo Notes and ultimately contributing to bottom-line revenue growth.

Responsibilities

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  High-volume client-facing experience within the AI space
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  Early experience at a hyper-growth startup
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  Direct experience in finance, including banking, private equity, or similar roles
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  Experience working with regulatory, legal, or compliance stakeholders

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.

What We Offer

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✓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.