Jill Lauterbach is a seasoned professional with over two decades of experience in the CRM industry, currently serving as the Sales Director for Financial Services and Insurance at Pegasystems. In her role, Jill leads a dynamic, cross-functional team that includes Account Executives, Customer Success Managers,...
Jill Lauterbach is a seasoned professional with over two decades of experience in the CRM industry, currently serving as the Sales Director for Financial Services and Insurance at Pegasystems. In her role, Jill leads a dynamic, cross-functional team that includes Account Executives, Customer Success Managers, and AI Product Specialists. Together, they focus on a diverse portfolio of some of the world's most esteemed financial services and insurance companies. Jill's extensive background in enterprise software and solution selling enables her to effectively guide her team in delivering tailored solutions that enhance customer experience management.
Under Jill's leadership, the team is dedicated to transforming the customer journey by leveraging advanced business intelligence and AI-driven insights. Key projects include implementing innovative CRM strategies that streamline operations and improve engagement for customers, agents, brokers, and employees alike. Jill's expertise in value selling and account management allows her to foster strong relationships with clients, ensuring they receive maximum value from their investments in Pegasystems' cutting-edge business applications.
With a deep understanding of the challenges faced by the financial services and insurance sectors, Jill is adept at navigating complex sales processes and driving successful outcomes. Her commitment to excellence and passion for customer success have positioned her as a trusted advisor in the industry, making her an invaluable asset to both her team and the clients they serve. As she continues to shape the future of CRM solutions, Jill remains focused on empowering organizations to deliver exceptional experiences that resonate with their customers.
