Sara Circosta
Manager, Business Development
Sara Circosta is senior business developer with over 10 years of experience in technology and financial services. She is responsible for business development for our Wipfli Digital team, with a focus on financial services. She has worked with companies to transform their marketing, sales, and operations functions while focusing on the transformation from traditional to digital by leveraging technology and data. Sara specializes in understanding client needs to deliver services designed to achieve 100% user adoption and deliver measurable returns for clients.
Professional memberships and activities
- Women in Technology International - Member
- CUNA - Member
- Arizona Technology Council - Member
Areas of Focus
- Enterprise application implementations and integrations
- Technology roadmapping and assessments
- Digital transformation for financial services
- Software selection
Education
Arizona State University- Bachelor of science degree in business management
- Executive Certificate in Global Leadership
Recent Insights
Articles
6 keys to an effective CRM implementation strategy
May 17, 2023
How CRM helps financial services firms overcome their biggest challenges
Apr 10, 2023
CRM adoption: How to set up your organization for success
Jan 28, 2022
Webinars
IT leadership roundtable, May 2023
May 11, 2023
IT Leadership Roundtable, November 2022
Nov 14, 2022