Enterprise Account Executive - Financial Services

Talkdesk

• $290K — $320K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of direct sales experience, preferably in SaaS, with a proven track record of exceeding quotas
  • Experience selling enterprise software solutions specifically to financial services accounts
  • Strong analytical skills and business acumen, with the ability to identify and capitalize on opportunities
  • Demonstrated success in strategic value-based selling to senior management and CXO levels
  • Excellent communication and presentation skills, with extensive negotiation experience
  • Ability to thrive in a fast-paced, dynamic startup environment
  • BA/BS degree required, CCaaS knowledge is a plus

Responsibilities

  • Drive new business development within large enterprise accounts in the finance sector
  • Cultivate and expand relationships with business units and overall enterprise customers
  • Develop strategic alliances to enhance business opportunities
  • Manage the complete sales process, engaging necessary resources for success
  • Innovate and present ideas that highlight Talkdesk's competitive advantages
  • Achieve quarterly and annual revenue targets through effective sales management
  • Create and implement a comprehensive sales strategy aligned with market segmentation

Benefits

  • Comprehensive health insurance including medical, dental, vision, life, and disability coverage
  • 401(k) retirement plan
  • Uncapped paid time off for exempt employees, with accrual-based PTO for non-exempt employees
  • 14 paid holidays each year
  • Uncapped paid sick leave for exempt employees, with accrual standards for non-exempt employees
Full Job Description
Responsibilities:
  • Responsible for new business development within large enterprise accounts and closing of opportunities within the Finance industry
  • Foster and expand the company's relationship with business units, divisions and the overall enterprise customers
  • Create and cultivate a close relationship with strategic alliances
  • Understand the customers' business strategy and direction and manage a long term, sustainable business portfolio
  • Manage the end to end sales process through engagement of appropriate resources such as Sales Engineers, Professional Services, Executives, Partners etc.
  • Bringing innovative ideas that showcase case Talkdesk's competitive advantage and disruptive mindset
  • Meet and exceed quarterly and annual revenue/quota through the management and execution of the Talkdesk sales process
  • Develop a comprehensive sales strategy and a sales plan that ensures consistent achievement of objectives over the short- and long-term for your coverage model
  • Build lasting, meaningful relationships with other members of management, team, and prospect/customer community
  • Build and align with the Talkdesk sales Go-to-Market plan to develop and own accountability for region's market segmentation and targeted accounts
  • Develop essential internal relationships to provide the support necessary to manage accounts and close deals
  • Communicate accurate and realistic forecast information to the management team per our process and policy
  • Communicate market reaction and needs back to headquarters in a productive manner
  • Take an active role in solving problems, which involve other functional areas, instead of "dumping problems at the factory door"
  • Take the lead in prioritizing the needs of customers so that engineering and other functional areas can focus on the right tasks and issues

Requirements:
  • Travel required: 50%+
  • Previous experience in selling Enterprise software solutions into Financial Services related accounts
  • 8+ years of outside/direct sales experience carrying / exceeding quota, preferably SaaS
  • Experience positioning through strategic value based selling
  • Experienced in selling SaaS-based solutions, managing complex sales practices and solution-based selling to CXO, senior management and director-level individuals
  • Analytical, with strong business acumen
  • Flexible personality, able to adapt to surroundings
  • Analytical and business deal-making capability, ability to ferret out opportunities, create positive relationships, find the hidden issues during due diligence, and bring the transaction to closure successfully
  • Demonstrated track record in the planning, development, and implementation of new business activity involving leading-edge technology
  • Proven ability to grow revenues to a substantial level and scale bookings growth and net-new customers
  • Excellent communication and presentation skills
  • Extensive negotiation and contract development experience
  • Comfortable operating in a fast-paced, dynamic startup environment
  • CCaaS knowledge is a plus
  • BA/BS degree

Pay Range (OTE Pay): $290k - 320k

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 09/02/2026.

Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.



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.)

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