Related skills
product management salesforce llms rag data lakes📋 Description
- Lead development of the CPM AI Copilot for Account Managers.
- Define retention and growth roadmap using Predictive Coaching.
- Synthesize client history, market trends, and risk indicators.
- Identify upsell opportunities like cross-border payments or FX hedging.
- Collaborate with data science to integrate health scores and alerts.
- Draft Portfolio Review summaries and automate reports.
🎯 Requirements
- 3+ years in Product Management focused on CPM tools or fintech retention.
- AI fluency: LLMs and RAG; summarize client histories into briefs.
- Data-driven: CRM data (Salesforce) and data lakes.
- Experience in AI-first startup or high-growth fintech.
- Strong stakeholder management and communication.
- Hybrid work experience across teams.
🎁 Benefits
- Competitive starting salary with annual discretionary bonus
- Dedicated mentorship from experienced managers
- Cutting-edge technology and tailor-made tools
- Clear accelerated career progression
- Dynamic and supportive culture
- Generous benefits package including health care
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