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Leads a commercial sales team of Account Executives and an Inside Sales Representative to drive new-logo acquisition, customer expansion, pipeline generation, bookings, and forecast accuracy. Responsibilities include coaching sellers, managing sales execution and methodology, engaging in strategic deals, developing talent, partnering cross-functionally, and positioning AI, automation, and CCaaS solutions around customer outcomes. The role requires strong Salesforce proficiency, quota-carrying sales leadership experience, and travel up to 50%.
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Leads marketing operations strategy, fiscal planning, budget optimization, program governance, executive insights, and cross-functional workflow improvements. Partners with the CMO and marketing leadership to connect investments to pipeline, revenue, and full-funnel performance. Builds analytics and executive narratives, manages strategic initiatives, streamlines campaign workflows, and drives practical AI adoption to improve marketing productivity and speed to market.
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Drive new business development and revenue growth within large financial services enterprises. Manage complex, end-to-end SaaS sales cycles, build executive and strategic alliance relationships, develop account and territory plans, forecast accurately, negotiate contracts, and consistently achieve quota. The role requires consultative, value-based selling to senior decision-makers, collaboration with internal teams, and frequent travel.
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Leads global Talent Operations by owning the recruiting technology stack, optimizing ATS workflows, automating manual processes with AI, building recruiting dashboards, maintaining data quality, and managing a distributed operations team. The role also standardizes recruiting processes, supports offer and contract workflows, evaluates vendors, enables recruiters and hiring managers, and ensures hiring compliance across multiple countries.
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Lead technical implementations of Talkdesk CXA and CCaaS solutions for healthcare and life sciences customers. Design, develop, deploy, and troubleshoot integrations with Epic, Veeva Vault, Salesforce Life Sciences Cloud, and other EHR, EMR, and CRM systems using HL7 and FHIR. Serve as a subject matter expert, mentor internal teams, create reusable implementation assets, ensure compliance and security, and advise executives and customers on CXA strategy and integration success.
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Supports Solutions Engineers and Account Executives with customer discovery, technical demonstrations, use-case development, requirements documentation, AI workshops, and consultative technical sales. Learns Talkdesk’s cloud contact center, AI, automation, analytics, and integration capabilities while collaborating across product, engineering, sales, marketing, and customer success teams. Builds presentation, consulting, technical, and customer-facing skills through mentorship and hands-on experience. Travel to customer meetings, internal events, and team sessions may be required.
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Provides strategic HR partnership to Sales and Marketing leaders across organizational design, sales compensation, talent planning, performance management, retention, engagement, and global employment practices. Leads AI fluency adoption, GTM workflow transformation, performance calibration, career development, and change initiatives while advising VP-level stakeholders in a high-growth SaaS environment.
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Leads financial planning and analysis for Sales and Marketing, including budgets, forecasts, GTM modeling, SaaS metrics, variance analysis, investment decisions, and executive reporting. Partners with Sales Operations, Marketing, Accounting, and HR on capacity planning, demand-generation ROI, compensation modeling, and commission forecasting. Builds and develops an FP&A team while improving planning processes, systems, data integration, and reporting across CRM, planning, and BI tools.
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Leads and scales a Financial Services and Insurance solution engineering team. Responsibilities include coaching, recruiting, building repeatable pre-sales processes, partnering with Sales, Product, Engineering, Customer Success, and Professional Services, managing KPIs and forecasts, supporting complex enterprise deals, and navigating executive customer relationships, escalations, compliance requirements, and AI-powered SaaS solutions.
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Design and implement complex software solutions for clients, leading discovery and scoping sessions, creating statements of work, and translating business requirements into technical solutions. Partner with sales, product, implementation, and engineering teams to address gaps, prioritize roadmap features, improve methodologies, and deliver enterprise IT projects. Provide technical guidance and communicate effectively with stakeholders across technical skill levels.
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Own and improve the marketing technology ecosystem, including CRM and marketing automation integrations, ABM orchestration, data enrichment, routing, and workflow automation. Build production AI and API-driven workflows for lead scoring and prioritization, maintain data integrity, troubleshoot sync issues, and document system changes. Enable marketers through self-service dashboards, reporting, and training while partnering closely with Sales and RevOps to improve pipeline efficiency.
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Provides senior-level technical support for complex telephony and SaaS issues, leading escalations, troubleshooting integrations, advising developers, and coordinating with Engineering, Product, and Professional Services. Develops JavaScript tools and process improvements, advocates for customer needs, consults with client leadership, demonstrates features, and supports risk mitigation. Requires SIP/telephony expertise, strong communication, customer service, prioritization, and 2–4 years of SaaS support or IT project management experience.
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Partners with Product Managers to develop and validate SaaS pricing and packaging proposals. Builds financial models, benchmarks competitors, assesses operational feasibility, supports pricing governance and committee processes, maintains pricing documentation, and coordinates implementation across systems such as Salesforce CPQ. Develops pricing analytics and dashboards, researches market trends, advises Sales and Deal Desk, and independently manages multiple strategic pricing initiatives.
