Related skills
crm salesforce ai llms rag📋 Description
- Roadmap for Retention & Growth: define CPM AI Copilot strategy
- Churn Prediction & Health Scoring: integrate health scores into Copilot
- Upsell & Cross-sell: design features for next best product
- Automated Relationship Management: draft Portfolio Review summaries
- Feedback Loop: translate CPM needs into technical requirements
- Client Forecasting & Account Planning for our CPM portfolio (~85 clients)
🎯 Requirements
- 3+ years in Product Management (CS/AccountMgmt or fintech retention)
- AI/Tech Fluency: LLMs and RAG
- Data-driven with CRM data (Salesforce) and data lakes
- Experience in AI-first startup or high-growth environments
- Customer Success or Account Management tools experience
- Ability to translate client needs into technical requirements
🎁 Benefits
- Competitive salary with annual discretionary bonus
- Dedicated mentorship from experienced managers
- Cutting-edge technology and tailor-made tools
- Clear accelerated career progression pathways
- Dynamic, supportive culture and teamwork
- Generous benefits tailored to location
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