Rogo
Rogo is seeking a Customer Success Manager to own a portfolio of accounts end-to-end, driving initial adoption, value realization, retention, and expansion for clients in the financial sector. The role serves as the primary partner to day-to-day users and executive stakeholders, ensuring customers achieve measurable ROI and contributing to bottom-line revenue growth. This position involves managing client relationships, conducting business reviews, overseeing renewals, and providing strategic recommendations to improve processes and drive business outcomes.
Headquarters
New York, New York, United States
Company Size
11-50 employees
Founded
2021
Rogo is a trusted AI platform purpose-built for finance, serving as the AI partner to the world's leading financial institutions, including investment banks and asset managers. Rogo's agents understand and execute end-to-end financial workflows — producing institutional-grade outputs such as Excel models, investment memos, diligence materials, and slide decks — while integrating directly into a firm's systems and financial data sources. The company recently announced a $160M Series D led by Kleiner Perkins and serves over 250 institutions with more than 35,000 bankers and investors on the platform.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Rogo.