Related skills
salesforce ai llms rag data lakes๐ Description
- Build AI Copilot for the Client Portfolio Management team.
- Define retention and growth roadmap with predictive coaching.
- Integrate churn health scores into the Copilot for CPMs.
- Design upsell and cross-sell features for client portfolios.
- Automate Portfolio Review summaries for CPMs.
- Translate retention friction into technical requirements.
- Forecast and plan for ~85 CPM clients.
๐ฏ Requirements
- 3+ years in Product Management in CS/Account tools or fintech retention.
- AI-first product experience; startup/high-growth AI env preferred.
- AI/Technical Fluency: LLMs and RAG; summarize histories into briefs.
- Data-driven: Salesforce CRM and data lakes.
- Strong collaboration across data science, engineering, and product teams.
- Excellent communication and stakeholder management.
๐ Benefits
- Dedicated mentorship
- Cutting-edge technology
- Clear, accelerated career progression
- Dynamic and supportive culture
- Generous benefits package (health and social benefits)
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