Description:
Duties and Responsibilities
- Lead and manage a Strategic FSI sales team of Account Executives focused on the top banks, credit unions, capital markets, insurance, and fintech accounts.
- Coach, mentor, and develop sales reps to drive high-quality pipeline creation, deal execution, and quota attainment in complex FSI buying cycles.
- Own FSI strategy and planning, ensuring customer retention, net-new growth, and expansion across core Talkdesk solutions (AI-powered contact center, fraud prevention, customer experience automation).
- Use a data-driven approach to territory design, forecasting accuracy, and pipeline development aligned to Talkdesk consumption-based pricing
- Translate Talkdesk’s FSI business objectives into an execution strategy, ensuring alignment with broader corporate goals and the evolving financial services regulatory landscape.
- Actively engage with executive stakeholders at key accounts; lead strategic sales meetings, attend QBRs, and build trusted long-term relationships.
- Serve as a brand ambassador for the Talkdesk Financial Services Experience Cloud, championing our CX vision in the FSI market and differentiating against CCaaS competitors.
- Collaborate closely with Marketing, Product, Channel, and Customer Success to craft go-to-market campaigns, product feedback loops, and customer success programs tailored to financial services requirements (e.g., security, compliance, payments, core banking integrations).
- Develop and maintain a strong understanding of the Talkdesk solution portfolio—particularly Financial Services Experience Cloud, AI/automation capabilities, and key ecosystem integrations (e.g., core banking, CRM, fraud-detection tools)—as well as the competitive CCaaS and FSI technology landscape.
Qualifications:
- 5+ years in a customer-facing senior leadership role
- 10+ years in or sales roles
- Experience working for a B2B SaaS company that has scaled successfully through rapid growth
- Proven success leading teams selling to banks, credit unions, insurers, and fintechs with deep knowledge of FSI buying cycles, regulatory requirements, and complex procurement processes
- Excellent people management skills; high empathy and consideration for team morale and individual career progression
- Experience building and scaling world-class teams; experience hiring, onboarding and training
- Understand the development and implementation of large-scale, complex applications
- Experience working for a company that provides a ‘mission critical’ product