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.
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.)
