AI Commercial Enablement Lead - Client Management

Ebury Madrid - 4 days in the office, 1 day of home office / week

Role Overview

At Ebury, our mission is to empower businesses to trade globally with ease. While our top-of-funnel AI tools focus on acquisition, we are now seeking a Commercial Enablement Lead to lead the development of our Internal AI Copilot for the Client Portfolio Management team.

This is a "Bottom of Funnel" mission-critical role. You will build AI-driven solutions that provide Account Managers with "Proactive Retention & Growth Intelligence." The Copilot will synthesize client transaction history, market trends, and risk indicators to help our CPMs reduce churn, identify upselling opportunities (e.g., cross-border payment flows or FX hedging), and maximize 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 analyze client portfolios to suggest the next best product (e.g., suggesting a specific currency corridor or trade finance facility based on historical patterns).
• Automated Relationship Management: Build tools that draft personalized "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's 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've built and scaled AI-driven products
• AI/Technical Fluency: Strong understanding of LLMs and RAG. You should know how to use AI to summarize long-term client histories and transactional data into concise, actionable briefs.
• Data-Driven Mindset: Experience with CRM data (Salesforce) and data lakes.