Best suited to candidates with hands-on post-sales operations experience working in B2B SaaS or Fintech, particularly those who thrive in fast-paced environments and are comfortable with ambiguity.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Rogo via Ashby
Why Rogo
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.
THE ROLE
What happens after the initial sale is where partnership is cemented and expansion is earned. We’re hiring two Post-Sales Operations Managers to be the operational backbone for our growing post-sales organization, supporting the teams that onboard customers, drive adoption, and deliver renewals and growth.
You will report to our Director of Post-Sales Operations and own day-to-day operational execution for a defined customer segment. You’ll partner with post-sales and sales leadership to shape how customers are onboarded, covered, renewed, and expanded—and turn those needs into clear processes, trusted data, and a repeatable operating rhythm.
This is a hands-on individual contributor role, using systems, automation, and Rogo’s own AI to help teams accomplish more. We’re hiring across Mid-Market and Enterprise; we’ll determine your focus during the interview process based on your strengths and experience.
WHAT YOU WILL OWN
Post-Sales Execution & Customer Lifecycle
- Run the segment’s operating cadence: weekly reviews, monthly business reviews, and quarterly planning.
- Build repeatable processes across customer handoffs, onboarding, adoption, and renewal.
- Translate customer and business needs into clear playbooks, ownership, and workflows.
- Partner with account teams on business reviews, risk interventions, and expansion handoffs.
Coverage, Renewals & Planning
- Maintain a clear view of customer coverage, engagement demand, and team capacity.
- Improve how resources are assigned as customers move from pilots to ongoing partnerships.
- Support renewal forecasting, keeping base renewal and expansion distinct.
- Turn adoption, consumption, and engagement signals into priorities for account teams.
Data, Reporting & Systems
- Own post-sales data quality in Salesforce for your segment.
- Build reporting that helps leaders understand performance, risks, and opportunities.
- Partner with Finance on retention reporting and with leadership on coverage and capacity planning.
- Partner with GTM Systems to build and improve automations, agents, and workflows.
Your emphasis will vary by segment: Mid-Market centers on scalable lifecycle and renewal operations; Enterprise centers on engagement staffing, specialist capacity, and strategic-account execution.
WHAT SUCCESS LOOKS LIKE
- 30 days: You understand your segment’s customers, teams, and operating cadence, and are aligned with leaders on priorities.
- 90 days: Core processes run consistently, reporting supports decisions, and targeted improvements are in use.
- 6 months: Your segment operates on a documented, repeatable rhythm that scales with the business.
WHAT WE ARE LOOKING FOR
- 4–6 years of experience in B2B SaaS or Fintech, with 3+ years in Customer Success, Revenue, Sales, or related Operations.
- Hands-on ownership of post-sales processes, such as renewals, onboarding, customer coverage, or resource planning.
- Experience supporting a high-velocity customer motion or complex enterprise engagements; you do not need both.
- Proficiency with Salesforce, including reporting, administration, and GTM data structures.
- Strong analytical skills; comfort with contract, consumption, or staffing data. SQL or BI experience is a plus.
- Experience using AI and automation to improve how teams work.
- A track record of driving cross-functional change without formal authority.
- Clear, concise writing: you can produce the one-page pre-read that lets a review start at the decision.
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?
- 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.
Source: Rogo careers (Ashby)