Financial Solutions Advisor providing clients with customized financial advice and solutions at Bank of America. Engaging clients in financial goal planning and product recommendations to meet their needs.
MA
Onsite Lead COE, CRM Strategy – Insurance & Financial Services
Posted 1 hour ago
About the role
- Visionary CRM Leader defining and executing the GTM strategy across sales, service, and marketing for Insurance and Financial Services at Capgemini. Focused on Agentic AI-driven transformation and customer engagement.
Responsibilities
- Define and lead the CRM GTM strategy for Insurance and broader Financial Services.
- Align CRM offerings with evolving market needs, focusing on Agentic AI-driven transformation.
- Serve as a subject matter expert on future CRM trends, including AI-driven automation, personalization, and agentic workflows.
- Evangelize CRM transformation opportunities to clients and internal teams.
- Leverage deep knowledge of Insurance distribution and service models (agents, brokers, direct-to-consumer, hybrid).
- Identify opportunities to transform these models using Agentic AI for efficiency and customer experience.
- Partner with sales teams to drive pipeline growth and deal closure.
- Develop positioning, messaging, and value propositions for CRM solutions.
- Work closely with product, marketing, and delivery teams to ensure GTM success.
- Influence roadmap decisions based on market insights and client feedback.
Requirements
- 10+ years in CRM strategy consulting, preferably with top-tier consulting or technology firms.
- Proven track record in Insurance and broader Financial Services such as Banking or Capital Markets experience.
- Deep understanding of CRM platforms (Salesforce, Dynamics, etc.) and emerging trends along with their strategic capabilities.
- Knowledge of Agentic AI and its impact on CRM, customer engagement, and operational models.
- Strong strategic thinking and GTM execution capabilities.
- Excellent communication and stakeholder management skills.
- Strong storytelling and executive advisory skills, with the ability to communicate CRM and AI value propositions to C-level leaders.
- Bachelor’s degree required; MBA or equivalent preferred.
Benefits
- Flexible work
- Healthcare including dental, vision, mental health, and well-being programs
- Financial well-being programs such as 401(k) and Employee Share Ownership Plan
- Paid time off and paid holidays
- Paid parental leave
- Family building benefits like adoption assistance, surrogacy, and cryopreservation
- Social well-being benefits like subsidized back-up child/elder care and tutoring
- Mentoring, coaching and learning programs
- Employee Resource Groups
- Disaster Relief
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Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients. Focused on achieving financial goals through effective relationship management and strategic planning.
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