Lead COE North America - CRM Strategy; Insurance & Financial Services
Listed on 2026-03-03
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IT/Tech
CRM System, Data Analyst, IT Business Analyst
Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you d like, where you ll be supported and inspired bya collaborative community of colleagues around the world, and where you ll be able to reimagine what s possible. Join us and help the world s leading organizations unlock the value of technology and build a more sustainable, more inclusive world.
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 Clevel 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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