Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed.

If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future.

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 London 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 - Gabriella Cheston

About us

Ebury delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow. Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally.

Since its founding in 2009, Ebury has always been a fast-growing leader in fintech. Today, we bring together 1,800+ Eburians across nearly 70 cities and we’re always looking to add to our team.

At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow. We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage.

The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.

We believe in inclusion. We stand against discrimination in all forms and are against 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.

AI Commercial Enablement Lead - Client Management

Job Description

Skills & Requirements