Customer Success Operations Manager

Why Rogo

At Rogo, we are building Wall Street's first true AI analyst. Our mission is to empower finance professionals at the world’s top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We are not just improving financial workflows; we are redefining them from the ground up.

This is a unique opportunity to join a generational company at a key inflection point. With a rapidly growing 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 the mission. We operate with intensity, 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?

• Exceptional traction: strong PMF with the world's largest investment banks, hedge funds, and private equity firms.

• World-class team: we take talent density seriously. We like working with incredibly smart, driven people.

• Velocity: we work fast, which means you learn a lot and constantly take on more.

• Frontier technology: we're developing cutting-edge AI systems, pushing the boundaries of reinforcement learning and published research, redefining what's possible, and inventing the future.

• Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We're creating tools that make people smarter, reinventing finance works.