Related skills
salesforce retention ai llms rag๐ 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.
๐ฏ 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.
๐ 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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