Strategic Account Executive - Financial Services

Talkdesk

$300K — $330K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of successful outside sales experience focused on Enterprise software solutions, particularly in Financial Services
  • Extensive experience in SaaS sales with a track record of exceeding quotas
  • Strong background in strategic value-based selling to senior management and C-level clients
  • Excellent negotiation skills with substantial contract development experience
  • Demonstrated ability to analyze business situations and foster lasting customer relationships
  • BA/BS degree required, with CCaaS knowledge as a plus
  • Flexibility to thrive in a fast-paced startup environment

Responsibilities

  • Drive new business development within large enterprise accounts in the Finance sector
  • Expand relationships with business units and divisions of enterprise customers
  • Cultivate strategic partnerships and alliances
  • Align business strategy with customer needs to sustain portfolios
  • Manage the entire sales process while collaborating with internal resources and teams
  • Innovate by showcasing Talkdesk's competitive advantages to clients
  • Develop comprehensive sales strategies ensuring long-term objective achievements

Benefits

  • Health insurance including Medical, Dental, Vision, Life, and Disability Insurance
  • 401(k) retirement plan
  • Uncapped paid time off program for exempt employees
  • 14 paid holidays annually
  • Generous paid sick leave policy for both exempt and non-exempt employees
  • Employee Assistance Program (EAP) available to support 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): $300,000 - $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 06/11/2026.

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.)

Similar Jobs

More Jobs at Talkdesk

More Finance & Insurance Jobs

Find similar Strategic Account Executive - Financial Services jobs: