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.
Duties and Responsibilities:
- 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 cross-functionally with Professional Services to ensure smooth handoffs from pre-sales to implementation and value realization
- Define and manage team KPIs, forecast accuracy, and performance metrics; use data to continuously optimize team effectiveness
- Participate actively in forecast calls, providing visibility into technical deal status, surfacing risks early, and partnering with Sales to develop mitigation strategies
- Develop trust with client leadership to remove roadblocks, navigate escalations, and ensure long-term customer success and loyalty
Qualifications:
- 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
- A true consulting mindset: you ask great questions, listen deeply, and prioritize the customer's outcomes over a quick close
- Excellent communication and executive presence; comfortable navigating C-level conversations and managing escalations with composure
- Cross-functional collaborator who thrives in a fast-paced, high-growth environment
- Passion for coaching others and a genuine interest in helping customers solve hard problems with innovative technology
Pay Range (OTE Pay): $220,000 - $330,000
Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.
Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
Retirement Benefits: 401(k) plan
Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.
Paid Holidays: Talkdesk offers 14 paid holidays each year.
Paid Sick Leave: Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.
Method of Application: Apply online.
Application Window: The application window is expected to close at least 5 days from the posting date. The application was posted on 09/25/2026.
Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.
All questions or concerns about this posting should be directed to the Talent team at [email protected].
Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.
Talkdesk has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!
Work Environment and Physical Requirements:
Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)
The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.
Talkdesk San Francisco, California, USA Office
535 Mission Street, San Francisco, CA, United States
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