---
title: 'Post-Sales Operations Manager at Rogo'
canonical: 'https://feeny.ai/job/post-sales-operations-manager-rogo-new-york-ybq2pxj8g6z9'
type: 'job'
last_seen: '2026-10-20'
---

# Post-Sales Operations Manager at Rogo

- **Company:** Rogo
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-10-19
- **Last confirmed live:** 2026-10-20
- **Apply:** https://jobs.ashbyhq.com/rogo/a8715a30-874b-447f-9829-78d772ec060a

## Job description

## 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.

## About Rogo

## Company Overview
- **One-liner**: Rogo provides a purpose-built AI platform for elite financial institutions, enabling bankers and investors to work smarter, move faster, and win more deals.
- **Entity Type**: Private (Series D)
- **Headquarters**: New York, New York, United States
- **Founded**: 2021
- **Founders**: Tumas R. (Co-Founder), Andrew McClure (Founding GTM), Eric Xu (Founding AI Engineer)

## Core Business
- **Primary industry/industries**: AI-powered software for financial services (Investment Banking, Private Equity, Hedge Funds, Sales & Trading)
- **Target customers**: B2B, Enterprise (elite financial institutions)
- **Mission or purpose statement**: To create the biggest financial AI company on earth, redefining knowledge work with AI tools for the most ambitious firms in finance. [rogo.ai](https://rogo.ai/)

## Products & Services
- **Rogo AI Platform**: A purpose-built AI platform for finance that integrates internal and external data sources (SharePoint, CRM, market data, filings, research). It features AI agents that understand financial workflows and execute end-to-end work (e.g., building auditable Excel models, investment memos, diligence materials, and slide decks). The platform is designed for institutional-grade outputs and bespoke enterprise deployment. [rogo.ai](https://rogo.ai/)

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total Funding of **$315.5M** (as of Series D in April 2026)
- **Notable Investors/Partners**: Kleiner Perkins (led Series D), Sequoia Capital, AlleyCorp (led Seed), Company Ventures, BoxGroup, ScOp Ventures. [theorg.com](https://theorg.com/org/rogo)
- **Growth Signals**: 
    - **Headcount**: 104 employees (+234.7% YoY) [linkedin.com](https://www.linkedin.com/company/rogoai)
    - **Funding**: Raised a $160M Series D in April 2026 led by Kleiner Perkins, following a venture round from Sequoia Capital in October 2025. [theorg.com](https://theorg.com/org/rogo)
    - **User Base**: Over 50,000 bankers and investors using the platform, with 250+ institutions served and 35,000+ daily queries. [rogo.ai](https://rogo.ai/)
    - **Acquisitions**: Acquired Plux AI and Subset (September 2025) to bolster capabilities. [theorg.com](https://theorg.com/org/rogo)
    - **Global Expansion**: Operates in 5 countries (US, UK, Canada, Australia, Ireland). [linkedin.com](https://www.linkedin.com/company/rogoai)

## Competitive Advantages
- **Domain Expertise**: Founded by ex-hedge fund analysts, ex-bankers, and ex-private equity investors who understand high-finance workflows intimately. [rogo.ai](https://rogo.ai/)
- **Purpose-Built for Finance**: Unlike generic AI chatbots, Rogo’s model and platform are explicitly built for the nuance and complexity of financial services.
- **Institutional-Grade Outputs**: Produces auditable Excel models, investment memos, and slide decks that meet the standards of top financial institutions.
- **Enterprise-Grade Security**: Holds SOC2, CCPA, ISO 27001, GDPR, and EU AI Act compliance certifications. [rogo.ai](https://rogo.ai/)
- **Bespoke Deployment**: Every deployment is custom, with a white-glove partnership model led by ex-finance professionals.

## Strategic Focus
- **Current priorities**: Deepening integration with financial workflows, expanding global footprint (especially EMEA and APAC), and continuing to build the leading financial reasoning model. The company is aggressively hiring across all departments (49 active job postings) to scale its platform and team. [linkedin.com](https://www.linkedin.com/company/rogoai)
- **Direction for growth**: Becoming the definitive AI partner for the world’s leading financial institutions, with a focus on enterprise-grade security, bespoke deployments, and expanding its agentic capabilities.

## Why Work Here
- **Culture highlights**: Rogo is described as a mission-critical, high-ambition environment. The team is "unabashed about our ambition: to create the biggest financial AI company on earth." Employees are expected to work hard and contribute to redefining knowledge work with AI. [rogo.ai/careers](https://rogo.ai/careers)
- **Remote/hybrid/office policy**: The company has a strong presence in New York City, with roles also listed in London, Singapore, and other global hubs. Many roles are location-specific (e.g., New York City, London, Singapore), suggesting a hybrid or in-office culture for most positions.
- **Notable perks or engineering culture**: 
    - **Rapid Growth**: Headcount grew 234.7% YoY, indicating a fast-scaling, dynamic environment. [linkedin.com](https://www.linkedin.com/company/rogoai)
    - **High Ambition**: The company is "unabashed about our ambition" and offers the chance to "exponentially accelerate your career." [rogo.ai/careers](https://rogo.ai/careers)
    - **Diverse Roles**: Actively hiring across Engineering, Product, Sales, Marketing, Operations, Security, and Design (49 active job postings). [linkedin.com](https://www.linkedin.com/company/rogoai)
    - **Global Team**: Opportunities to work in New York, London, Singapore, and other hubs.

## Sources
1. [rogo.ai](https://rogo.ai/)
2. [rogo.ai/careers](https://rogo.ai/careers)
3. [theorg.com](https://theorg.com/org/rogo)
4. [linkedin.com](https://www.linkedin.com/company/rogoai)
5. [rogodata.com/blog](https://www.rogodata.com/blog/announcing-our-seed-round/)

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