Post Sales 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 i...