Sarah Finch

Pioneer
DISC Type : ids

Director of Journey Management in Customer Experience at Prudential Financial

Seattle, Washington, United States

Overview

Sarah Finch is the Director of Journey Management for Customer Experience at Prudential Financial. She specializes in translating senior managements vision into customer-focused strategy using human-centered design and applied behavioral science. She holds a Bachelor of Science in Sociology from Central Washington University and has an extensive background in employee benefits account management.

Sarah is a dynamic and insightful professional driven to take swift action and learn from the results. She is a skilled communicator who enjoys inspiring others through vivid storytelling and thrives on finding creative solutions to challenging problems. Her interpersonal skills enable her to build and lead productive teams, drawing out the best in others.

She recently attended Dreamforce 2025 to gain a renewed vision for the future of customer journeys.

Personality Overview

Friendly But Fast

Driven But Considerate

Dynamic But Sincere

They have the unique ability to win both love and respect from their team (or outsiders)  If they are convinced, they can become very strong champions for your product They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

Customer Journey Design
Her core responsibility is Director of Journey Management. She recently attended Dreamforce 2025 and earned a Forrester certification to elevate customer journeys.
Human-Centered Experience
Leads comprehensive Human Centered Experience Design efforts for Prudential's Group Insurance Business, ensuring robust and seamless customer engagement.
Applied Behavioral Science
Her team's approach to customer experience is explicitly rooted in applied behavioral science and understanding human decision-making.

Media Appearances

Sarah has no verified media appearances

Work History

4-2021
Director of Journey Management in Customer Experience at Prudential Financial
2-2019 - 4-2021
Account Executive at Prudential Financial
7-2017 - 2-2019
Account Manager at Prudential Financial
6-2016 - 6-2017
Regional Account Manager at Symetra
3-2015 - 6-2016
Lead Account Executive at LifeMap

Education

2004 - 2007
Bachelors of Science in Sociology from Central Washington University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Seattle, Washington, United States Job Level : Mid-senior Designation : Director of Journey Management in Customer Experience at Prudential Financial
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • Keep your pitch focused on the impact but nurture the relationship too
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Sarah

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Sarah move?

  • They are generally fast movers and can take quick decisions
  • Can Sarah take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Sarah

Personality Compatibility


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