Lead COE for North America - CRM Strategy (Insurance & Financial Services)
Capgemini, Chicago, Illinois, United States, 60290
About the Role:
We are seeking a visionary
CRM Leader
with a strong background in
strategy consulting
and deep expertise in
Insurance distribution and service models . This individual will define and execute the
Go-To-Market (GTM) strategy
for CRM solutions across
sales, service, and marketing
in North America. The ideal candidate will have a forward-looking perspective on
the future of CRM , particularly how
Agentic AI
is reshaping customer engagement, personalization, and operational efficiency.
Key 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 .
Thought Leadership:
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.
Industry Expertise:
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.
Cross-Functional Collaboration:
Work closely with product, marketing, and delivery teams to ensure GTM success.
Influence roadmap decisions based on market insights and client feedback.
Qualifications:
Experience:
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 .
Expertise:
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.
Skills:
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.
Education:
Bachelor’s degree required; MBA or equivalent preferred.
Life at Capgemini: Capgemini supports all aspects of your well‑being throughout the changing stages of your life and career. For eligible employees, we offer:
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
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
#J-18808-Ljbffr
CRM Leader
with a strong background in
strategy consulting
and deep expertise in
Insurance distribution and service models . This individual will define and execute the
Go-To-Market (GTM) strategy
for CRM solutions across
sales, service, and marketing
in North America. The ideal candidate will have a forward-looking perspective on
the future of CRM , particularly how
Agentic AI
is reshaping customer engagement, personalization, and operational efficiency.
Key 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 .
Thought Leadership:
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.
Industry Expertise:
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.
Cross-Functional Collaboration:
Work closely with product, marketing, and delivery teams to ensure GTM success.
Influence roadmap decisions based on market insights and client feedback.
Qualifications:
Experience:
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 .
Expertise:
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.
Skills:
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.
Education:
Bachelor’s degree required; MBA or equivalent preferred.
Life at Capgemini: Capgemini supports all aspects of your well‑being throughout the changing stages of your life and career. For eligible employees, we offer:
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
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
#J-18808-Ljbffr