Customer Success Manager
PanoptoSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Consumer Software, Financial ServicesIndustries
Requirements
Candidates should have 2–5+ years of experience in customer success within a high-growth, enterprise financial services company. A proven track record in analyzing customer performance metrics and delivering strategic recommendations to drive business outcomes is essential. Strong skills in managing customer relationships, including upsell and renewal conversations, are required. Excellent communication skills are necessary to effectively engage with clients.
Responsibilities
The Customer Success Manager will establish processes and best practices for tracking and interpreting key KPIs. They will drive engagement initiatives by utilizing adoption rates and usage metrics to enhance client satisfaction. The role involves measuring ROI through customer insights and maintaining customer health by monitoring satisfaction levels. Additionally, the manager will engage users to empower them as advocates, lead the integration of Rogo into client workflows, and serve as the primary contact for clients to deliver a superior experience. They will also relay client insights back to internal teams to aid in product improvement.
Skills
Customer Success
Customer Relationship Management
KPI Tracking
Customer Analytics
Strategic Recommendations
Upsell
Renewal
ROI Measurement
Client Satisfaction
Adoption Rates
Usage Metrics
Communication
Interpersonal Skills
Workflow Integration
Stakeholder Engagement
Rogo
Generative AI platform for financial institutions
About Rogo
Rogo provides a secure generative AI platform tailored for elite financial institutions, including investment banks, hedge funds, and asset management companies. The platform utilizes advanced large language models to search, analyze, and cite millions of documents, significantly reducing the time spent on manual research. This allows junior team members to focus on more valuable tasks while enabling executives to quickly access critical information. Rogo's business model centers on customizing its AI solutions to meet the specific needs of each client, ensuring that the platform understands the unique language and data of their operations. Revenue is generated through subscription fees and additional services like customization and support. The main goal of Rogo is to enhance productivity and decision-making in financial institutions, helping them save time, improve insights, and automate workflows.
Key Metrics
New York City, New YorkHeadquarters
2021Year Founded
$29.2MTotal Funding
SERIES_ACompany Stage
Fintech, AI & Machine LearningIndustries
11-50Employees