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!

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

THE PAY TRANSPARENCY INFORMATION BELOW IS ONLY APPLICABLE TO ROLES WITHIN THE UNITED STATES:

Pay Range (OTE): $420k-$450k

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, subject to manager approval and consistent with business needs.

Paid Holidays: Talkdesk offers 14 paid holidays each year.

Paid Sick Leave: Employees have uncapped paid time off, 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 1/20/2026.

All questions or concerns about this posting should be directed to the Talent team at Talent@talkdesk.com.

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.