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crm salesforce ai llms rag📋 Description
- Roadmap for Retention & Growth: define CPM AI Copilot strategy; move to predictive coaching.
- Churn prediction & health scoring; integrate into Copilot; flag risks.
- Upsell & cross-sell intelligence: design features to suggest the next best product.
- Automated relationship management: draft personalized Portfolio Review summaries.
- Feedback loop: work with CPM teams to translate friction into requirements.
- Client forecasting & account planning for ~85 clients.
🎯 Requirements
- 3+ years in Product Management, focusing on Customer Success or fintech retention.
- AI/Tech fluency: strong LLMs and RAG knowledge; synthesize client histories.
- Data-driven: experience with Salesforce CRM and data lakes.
- AI-first startup or high-growth background building AI-driven products.
🎁 Benefits
- Competitive Starting Salary with annual discretionary bonus.
- Dedicated Mentorship: learn directly from experienced managers.
- Cutting-edge Technology: tailor-made tools and systems.
- Clear, Accelerated Career Progression: defined leadership paths.
- Dynamic & Supportive Culture: collaborative environment.
- Central London office with excellent transport links.
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