Leadership
Fabiola Guerrier
Chief Experience Officer
Boston, MA
Twenty one years of turning customer feedback into experiences that actually work.
How she thinks about experience
Fabiola leads customer experience and operations, drawing on 21 years across people operations, business operations, and client services. She has a real talent for building solutions that make complicated processes feel approachable, and a sharp eye for the difference between something that works on paper and something that works for a family under stress.
Estate planning is heavy material. Her job is to make every step clear and calm, so people actually finish instead of stalling halfway through.
What she owns
- Owns the full customer journey and hunts down the points where people get stuck
- Gathers customer feedback and turns it into simpler product decisions
- Makes sure customers genuinely understand estate planning concepts at every step
The team
