Sarah Jeanneault
VP, Head of Marketing and Strategy at Procedureflow
Bio Info
Sarah Jeanneault is the Vice President of Marketing at ProcedureFlow, where she’s helping redefine customer experience in the age of AI. With over 20 years of leadership across fintech, wealth management, and brokerage services, Sarah is an award-winning executive, speaker, and founder who brings both personal passion and professional expertise to the table.
Her career path has been anything but ordinary. She launched her own business to help women gain financial literacy, later built a trading education platform with a global community, and as President of YouCanTrade, led go-to-market strategy across sales, customer support, content, and product. In 2023, she was recognized as one of the Top 10 Women Leaders in Finance in the U.S. Her voice and insights have been featured at the Chicago Board of Trade, CNBC, Bloomberg, Yahoo Finance, and Forbes, making her a trusted subject matter expert in financial services and technology.
At ProcedureFlow, Sarah is on a mission to help senior leaders in customer support tackle one of today’s biggest challenges: AI failing due to messy, unstructured information. By organizing knowledge in smarter ways, ProcedureFlow enables both AI and human agents to deliver faster, more consistent, and more compliant customer experiences—especially in highly regulated industries like finance, healthcare, and insurance.
Known for her dynamic mix of strategic vision and human-centered leadership, Sarah believes lasting success comes from having a goal, a dream, and the determination to pursue it—along with a willingness to keep learning and growing.
Publications
Female Founders: Sarah Potter of YouCanTrade On The Five Things You Need To Thrive and Succeed as a Woman Founder An Interview With Candice Georgiadis
Previous Interviews
TD Direct Investing
Options trading strategies with Sarah Potter, Managing Director, TD Active Trader
TEDx Talks
What You Weren’t Taught About Making Money | Sarah Potter | TEDxCollingwood
Topic Suggestions
Why AI Keeps Failing in Contact Centers
The root causes behind AI breakdowns—and how leaders can course-correct.
The Missing Link Between AI and Humans in CX
How better knowledge organization unlocks efficiency and consistency.
From Chaos to Clarity
How leaders can transform unstructured information into a competitive advantage.
What Regulated Industries Can Teach Us About CX
Lessons from finance, healthcare, and insurance on balancing compliance with customer care.
Scaling Trust in a Digital-First World
Why customer trust—not just speed—defines the future of AI-enabled support.
The Future of Customer Support Leadership
What senior managers and VPs should be doing today to prepare for tomorrow.
Beyond “Cost Center” Thinking
How support teams can become value drivers and strategic growth engines.
Lessons from Finance to CX
What two decades in fintech and wealth management taught Sarah about resilience, innovation, and customer obsession.
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