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Lincoln Financial

Insurance, retirement, and financial services provider

Director – Customer Experience

Customer ExperienceUpdated on Nov 14
Full-time

About the Job

Requirements

  • At least 5 years of progressive Customer Experience experience, including CX strategy, journey management, customer insights, experience measurement, service design, or related disciplines.
  • Demonstrated experience building, scaling, or maturing a CX practice across a complex organization, including establishing operating models, governance, standards, tools, measurement, and cross-functional adoption.
  • At least 3 years of people leadership experience, with a track record of developing high-performing teams and leading through influence in a matrixed environment.
  • Experience translating customer insights and journey opportunities into enterprise priorities, funded roadmaps, measurable improvements, and business outcomes.
  • Strong executive presence and communication skills, with demonstrated ability to influence senior leaders and gain alignment across functions with competing priorities.
  • Strong business acumen and ability to connect CX investments to growth, retention, efficiency, risk reduction, and market differentiation.
  • Demonstrated change leadership experience, including building organizational commitment, establishing accountability, and driving sustained adoption of new CX practices.
  • Bachelor's degree or equivalent work experience, with 4 years of experience accepted in lieu of a bachelor's degree.

Responsibilities

  • Lead, coach, and develop a team of Customer Experience professionals, setting clear expectations and building the strategic, analytical, and influencing capabilities needed to deliver meaningful impact.
  • Define and execute a scalable CX strategy and operating model, including governance, standards, roles, decision rights, prioritization, and cross-functional ways of working.
  • Build and mature the organization's CX capabilities by establishing repeatable methods, tools, training, and frameworks that enable teams to apply customer-centered practices consistently and independently.
  • Partner with senior leaders across Product, Operations, Technology, Digital, Marketing, and Distribution to embed customer needs into business strategy, transformation roadmaps, investment decisions, and solution design.
  • Establish an enterprise approach to journey management that identifies priority journeys, clarifies ownership, connects insights across touchpoints, and drives coordinated improvement over time.
  • Integrate Voice of Customer, research, behavioral and operational data, market intelligence, and employee insights to identify root causes, size opportunities, and inform strategic recommendations.
  • Translate complex customer and business challenges into actionable strategies, business cases, executive-level recommendations, and sequenced roadmaps.
  • Define and monitor a CX measurement framework that connects experience outcomes to business results such as growth, retention, utilization, digital adoption, cost, and operational performance.
  • Drive adoption and accountability through change leadership, stakeholder engagement, communication, and capability-building across the organization.
  • Champion the thoughtful use of artificial intelligence and emerging technologies to improve customer outcomes, increase efficiency, and create competitive advantage.

Desired Qualifications

  • Recognized Customer Experience certification, such as CCXP, or comparable certification in human-centered design, service design, design thinking, or change management.
  • Experience leading CX in financial services, insurance, employee benefits, retirement, or another regulated and complex service environment.
  • Working knowledge of Group Benefits and/or Retirement Plans.
  • Experience applying artificial intelligence, analytics, and emerging technologies to improve customer experiences and operational outcomes.

About the Company

Lincoln Financial

Insurance, retirement, and financial services provider

Lincoln Financial Group offers life insurance, annuities, and retirement income products through its network of affiliated companies, and also provides securities and investment advisory services via affiliated broker-dealers. Its products combine insurance coverage or retirement-focused contracts with investment options, where customers fund premiums, choose subaccounts or riders, and receive benefits such as death benefits, living benefits, or guaranteed income in retirement. The company differentiates itself with a family of affiliated brands and distributors that coordinate life, annuity, and advisory products under one umbrella. Its goal is to help individuals and families protect loved ones, plan for retirement, and achieve financial security through integrated protection and investment solutions.

Company size
Not listed
Company stage
Not listed
Total funding
$128.8M
Headquarters
Radnor Township, Pennsylvania
Founded
1905

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