AI Commercial Enablement Lead - Client Management

Added
4 days ago
Type
Full time
Salary
Salary not provided

Related skills

salesforce retention ai llms rag

๐Ÿ“‹ Description

  • Roadmap for Retention & Growth: Define and execute the CPM AI Copilot strategy.
  • Churn prediction & health scoring: integrate scores into Copilot and alert CPMs.
  • Upsell & cross-sell: create features to suggest next-best products for clients.
  • Automate relationship management: draft Portfolio Review summaries and reports.
  • Client forecasting & account planning for ~85 CPM clients.
  • Collaborate with CPMs to translate retention needs into tech requirements.

๐ŸŽฏ Requirements

  • 3+ years in Product Management focused on Customer Success or fintech retention.
  • AI fluency: strong understanding of LLMs and RAG; summarize histories into briefs.
  • Experience with Salesforce CRM and data lakes.
  • Proven collaboration with data science and CPM teams.
  • Fintech retention strategies or AI-driven product experience in high-growth environments.
  • Excellent ability to define requirements and roadmap with business value.

๐ŸŽ Benefits

  • Dedicated mentorship from experienced managers.
  • Cutting-edge technology and tailor-made tools.
  • Clear, accelerated career progression.
  • Dynamic and supportive culture.
  • Generous benefits including health care and social benefits.
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