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- Tasks: Lead the development of AI solutions for client management and retention strategies.
- Company: Ebury, a dynamic fintech company in central London.
- Benefits: Competitive salary, mentorship, cutting-edge tech, and clear career progression.
- Other info: Join a supportive culture that values teamwork and personal growth.
- Why this job: Make a real impact by leveraging AI to enhance client relationships and drive growth.
- Qualifications: 3+ years in Product Management with a focus on customer success and AI-driven products.
The predicted salary is between 60000 - 80000 £ per year.
We are looking for a Commercial Enablement Lead to build and scale the Internal AI Copilot for the Client Portfolio Management team. The Copilot will provide AI‑driven solutions that give Account Managers proactive retention and growth intelligence by synthesising client transaction history, market trends, and risk indicators to help reduce churn, identify upselling opportunities, and maximise the lifetime value of every client.
Key Responsibilities
- Roadmap for Retention & Growth: Define and execute the product strategy for the CPM AI Copilot, moving beyond simple data display to predictive coaching.
- Churn Prediction & Health Scoring: Collaborate with data science to integrate health scores into the Copilot, alerting CPMs to decreasing activity or potential red‑flags before they become issues.
- Upsell & Cross‑sell Intelligence: Design features that analyse client portfolios to suggest the next best product, such as a specific currency corridor or trade finance facility based on historical patterns.
- Automated Relationship Management: Build tools that draft personalised portfolio review summaries and performance reports, allowing CPMs to focus on high‑value advisory rather than manual data gathering.
- Feedback Loop: Work deeply with the Client Portfolio Management teams to understand the friction in client retention and translate those needs into technical requirements.
- Client Forecasting & Account Planning for our CPM portfolio of circa 85 clients.
Requirements
- Experience: 3+ years in Product Management, specifically focusing on Customer Success, Account Management tools, or fintech retention strategies. Preferred experience ideally within an AI‑first startup or a high‑growth environment where you have built and scaled AI‑driven products.
- AI/Technical Fluency: Strong understanding of LLMs and RAG. You should know how to use AI to summarise long‑term client histories and transactional data into concise, actionable briefs.
- Data‑Driven Mindset: Experience with CRM data (Salesforce) and data lakes.
Benefits
- Competitive starting salary with an annual discretionary bonus that rewards performance from day one.
- Dedicated mentorship: Learn directly from experienced managers who are invested in your success.
- Cutting‑edge technology: Leverage state‑of‑the‑art tailor‑made tools and systems that enable you to perform at your best.
- Clear, accelerated career progression: Defined pathways to leadership and specialist roles within Ebury.
- Dynamic & supportive culture: Work in a collaborative environment where teamwork and personal growth are prioritised.
- Generous benefits package: Access competitive benefits tailored to your location, including health care and social benefits.
- Central London office: A fantastic location with excellent transport links.
Equal Opportunity Employer
We believe in inclusion. We stand against discrimination in all forms and embrace the diversity that makes us a modern and successful organisation.
AI Commercial Enablement Lead - Client Management employer: Ebury
Contact Detail:
Ebury Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land AI Commercial Enablement Lead - Client Management
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that dream job.
✨Show Off Your Skills
Don’t just talk about your experience; demonstrate it! Create a portfolio or case studies showcasing your work, especially if you've tackled AI-driven projects. This will make you stand out to potential employers.
✨Ace the Interview
Prepare for interviews by researching the company and practising common questions. Be ready to discuss how your skills align with their needs, especially around client management and AI solutions. Confidence is key!
✨Apply Through Our Website
Make sure to apply directly through our website for the best chance at getting noticed. We love seeing candidates who take the initiative to engage with us directly!
We think you need these skills to ace AI Commercial Enablement Lead - Client Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of AI Commercial Enablement Lead. Highlight your experience in product management and any relevant fintech or AI projects you've worked on. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention specific experiences that relate to client management and AI-driven solutions.
Showcase Your Data Skills: Since we're all about data-driven decisions, make sure to highlight your experience with CRM systems like Salesforce and any data analysis tools you've used. We love candidates who can turn data into actionable insights!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Ebury
✨Know Your AI Inside Out
Make sure you brush up on your knowledge of AI, especially LLMs and RAG. Be ready to discuss how these technologies can enhance client management and retention strategies. Show them you’re not just familiar with the tech but can also think critically about its application in real-world scenarios.
✨Demonstrate Your Data Savvy
Since this role involves a lot of data-driven decision-making, be prepared to talk about your experience with CRM systems like Salesforce and how you've used data to drive client success. Bring examples of how you've turned data insights into actionable strategies that benefited clients.
✨Showcase Your Product Management Experience
Highlight your previous roles in product management, particularly in customer success or fintech. Discuss specific projects where you’ve built or scaled AI-driven products, focusing on the impact they had on client retention and growth. This will show you understand the responsibilities of the role.
✨Engage with Their Vision
Research Ebury’s mission and values, and think about how your goals align with theirs. During the interview, express your enthusiasm for their vision of using AI to enhance client relationships. Ask insightful questions about their current challenges and how you can contribute to overcoming them.