Talkdesk is the leader in Customer Experience Automation (CXA), using AI and real-time data to automate customer journeys, reduce costs, and improve outcomes. Backed by 500 Global.
About the role
If you've built and scaled high-performing solution engineering teams in the Financial Services & Insurance (FSI) domain, and you're energized by leading at the intersection of AI, technical selling, compliance, and customer experience, this is your moment. Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.
What they're looking for
- 7+ years of experience in Solution Engineering / Pre-Sales, with at least 3–5+ years in people management leading teams
- Deep domain expertise in Financial Services & Insurance (FSI), with proven success navigating complex enterprise deals, procurement cycles, and regulatory standards (e.g., PCI-DSS, SOC 2, FINRA, HIPAA)
- Hands-on experience with AI-powered SaaS solutions, familiarity with how AI is applied in customer experience, contact center, or adjacent domains is a strong plus
- Proven ability to lead and develop teams at scale, with a track record of building high-performing cultures and repeatable sales engineering processes
- Strong technical acumen, able to engage credibly with technical buyers and translate complex concepts for non-technical audiences at all levels
- Experience in the Contact Center, CCaaS, or CX technology space preferred
More about this role
If you've built and scaled high-performing solution engineering teams in the Financial Services & Insurance (FSI) domain, and you're energized by leading at the intersection of AI, technical selling, compliance, and customer experience, this is your moment.
- Report to the Sr. Director of Solutions Engineering, Americas
- Lead, coach, and mentor a team of solution engineers, building a culture of continuous learning, accountability, and customer obsession
- Drive scalable pre-sales motions across a high-volume FSI segment, developing repeatable methodologies and best practices that enable the team to perform consistently across diverse industries
- Recruit, hire, and onboard top solution engineering talent, with a deliberate focus on candidates who combine technical depth with exceptional communication and storytelling ability
- Partner closely with RVP’s of Sales, Account Executives, and Customer Success to align on pipeline strategy, account coverage, and customer outcomes
- Collaborate with Product and Engineering to surface commercial customer feedback, advocate for roadmap priorities, and ensure timely resolution of feature requests and support escalations
- Work...
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