AI Commercial Enablement Lead - Client Management
Ebury London - 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.
Why Ebury?
- Competitive Starting Salary with an annual discretionary bonus that truly rewards your 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 prioritized.
- Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
- Central Office: A fantastic location with excellent transport links.
Ready to launch your career with a global FinTech? Click the ‘Apply’ Today and discover your potential at Ebury!
You can also connect with me on LinkedIn - Lili Kormos
#LI-LK1
#LI-HYBRID
About Us
Ebury is a FinTech success story, positioned among the fastest-growing international companies in its sector.
Founded in 2009, we are headquartered in London and have more than 1700 staff with a presence in more than 29 markets worldwide. Cultural diversity is part of what makes Ebury a special place to be. From Sao Paulo to Dubai, Vancouver to Auckland, we enjoy sharing team experiences and celebrating success across the Ebury family.
Hard work pays off: in 2019, Ebury received a £350 million investment from Banco Santander and has won internationally recognised awards including Financial Times: 1000 Europe's Fastest-Growing Companies.
None of this would have been possible without our proudest achievement: our great people. Enthusiastic, innovative and collaborative teams, always ready to disrupt and revolutionise the fast-paced FinTech sector.
At Ebury, we’re committed to building a workplace where everyone feels valued, supported, and empowered to thrive. We’re proud to have active employee networks and ESG initiatives that reflect our inclusive culture, including our Women’s Network, LGBTQIA+ Network, and Veterans Network. These communities provide spaces for connection, mentorship, advocacy, and collaboration across our global teams.
We believe in inclusion. We stand against discrimination in all forms and have no tolerance for the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story because we want you and your uniqueness to help write our future.
Please submit your application on the careers website directly, uploading your CV / resume in English.
Top Skills
Ebury London, England Office
100 Victoria Street, London, United Kingdom, SW1E 5JL
