Lead COE for North America - CRM Strategy (Insurance & Financial Services)

Full Time 1 day ago

Employment Information

Job Description

Locations: New York, NY; Chicago, IL; Atlanta, GA; or Charlotte, NC

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:

  • GTM Strategy Development:
    • 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.
  • Sales Enablement & Execution:
    • 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:
? 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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