Kerry Offer
Senior Manager Customer Success @Workiva
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WORK HISTORY
Senior Manager Customer Success @Workiva
London, GB
EDUCATION
Chartered Institute for Securities & Investment
Investment Operations Certificate
ABOUT KERRY OFFER
I am an APM Project Management certified senior leader with over 13 years of experience in insurance, financial services and wealth management. I have a keen focus on people leadership and development. I have experience driving strategic and business-critical projects focused on lead generation, NPS, and continuous improvement, which have been essential to our exceptional growth. I have facilitated SLT-level workshops, translating insights into effective process changes. My primary research has refined our value proposition and enhanced client experiences. Additionally, I lead all communications to ensure the ExCo strategy is well understood and integrated across the organisation. As a trusted adviser at the ExCo level, I bring a unique skill set and a proven ability to effect change, inspire teams, and maximize ROI.
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