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Drive new business development and enterprise sales within financial services accounts. Manage complex, end-to-end SaaS sales cycles, build executive relationships, develop account strategies, exceed revenue quotas, cultivate strategic alliances, forecast accurately, negotiate contracts, and coordinate internal teams to close opportunities and grow net-new revenue.
Top Skills:
CcaasEnterprise SoftwareSaaS
Other
Lead enterprise deployments of Talkdesk’s Agentic AI platform by architecting, building, testing, and deploying production AI agent solutions. Own technical execution, integrations, security, scalability, risk mitigation, and customer outcomes. Advise customer technical leaders, influence product and engineering roadmaps, develop reusable tooling, and mentor junior engineers. The role requires strong software engineering, AI architecture, systems integration, prompt engineering, and client-facing project leadership experience.
Top Skills:
APIsJavaScriptMessage QueuesPrompt EngineeringPythonRetrieval-Augmented Generation (Rag)SdksTalkdesk Agentic Ai PlatformTypescriptVector DatabasesWebhooks
Other
Serve as the senior technical partner for complex enterprise customers, leading onboarding, platform optimization, deployments, adoption, and technical roadmaps. Manage customer relationships, executive reviews, risks, escalations, and cross-functional initiatives while connecting product usage to business outcomes, renewals, and expansion. Translate technical requirements for diverse stakeholders, support sales cycles, analyze customer data, and promote change management, best practices, and long-term customer success.
Top Skills:
APIsCcaasCpaasCRMSaaSSalesforce
Other
Supports Solutions Engineers and Account Executives with customer discovery, technical demonstrations, use-case development, requirements documentation, AI workshops, and consultative technical sales. Learns Talkdesk’s cloud contact center, AI, automation, analytics, and integration capabilities while collaborating across product, engineering, sales, marketing, and customer success teams. Builds presentation, consulting, technical, and customer-facing skills through mentorship and hands-on experience. Travel to customer meetings, internal events, and team sessions may be required.
Top Skills:
AIAmazon ConnectAutomationBusiness IntelligenceCloud Contact Center TechnologyCRMEnterprise IntegrationsFive9GenesysNiceSaaSSalesforceServicenowTalkdesk Ai PlatformWorkforce Engagement ManagementZendesk
Other
Provides strategic HR partnership to Sales and Marketing leaders across organizational design, sales compensation, talent planning, performance management, retention, engagement, and global employment practices. Leads AI fluency adoption, GTM workflow transformation, performance calibration, career development, and change initiatives while advising VP-level stakeholders in a high-growth SaaS environment.
Top Skills:
AICcaasDeelGreenhouseHrisOktaPeakonSaaSWorkday
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Leads financial planning and analysis for Sales and Marketing, including budgets, forecasts, GTM modeling, SaaS metrics, variance analysis, investment decisions, and executive reporting. Partners with Sales Operations, Marketing, Accounting, and HR on capacity planning, demand-generation ROI, compensation modeling, and commission forecasting. Builds and develops an FP&A team while improving planning processes, systems, data integration, and reporting across CRM, planning, and BI tools.
Top Skills:
AdaptiveCoupaExcelNetSuiteSalesforceZuora
Other
Leads and scales a Financial Services and Insurance solution engineering team. Responsibilities include coaching, recruiting, building repeatable pre-sales processes, partnering with Sales, Product, Engineering, Customer Success, and Professional Services, managing KPIs and forecasts, supporting complex enterprise deals, and navigating executive customer relationships, escalations, compliance requirements, and AI-powered SaaS solutions.
Top Skills:
AIContact Center As A Service (Ccaas)FinraHipaaPci-DssSaaSSoc 2
Other
Design and implement complex software solutions for clients, leading discovery and scoping sessions, creating statements of work, and translating business requirements into technical solutions. Partner with sales, product, implementation, and engineering teams to address gaps, prioritize roadmap features, improve methodologies, and deliver enterprise IT projects. Provide technical guidance and communicate effectively with stakeholders across technical skill levels.
Top Skills:
CcaasCRMCxRestSaaSSalesforceSoapUcaasWsdl
Other
Own and improve the marketing technology ecosystem, including CRM and marketing automation integrations, ABM orchestration, data enrichment, routing, and workflow automation. Build production AI and API-driven workflows for lead scoring and prioritization, maintain data integrity, troubleshoot sync issues, and document system changes. Enable marketers through self-service dashboards, reporting, and training while partnering closely with Sales and RevOps to improve pipeline efficiency.
Top Skills:
Abm OrchestrationAPIsCRMIntent Data PlatformsJSONLlm EndpointsMarketing Automation PlatformsRest ApisRouting EnginesWebhooks
Other
Provides senior-level technical support for complex telephony and SaaS issues, leading escalations, troubleshooting integrations, advising developers, and coordinating with Engineering, Product, and Professional Services. Develops JavaScript tools and process improvements, advocates for customer needs, consults with client leadership, demonstrates features, and supports risk mitigation. Requires SIP/telephony expertise, strong communication, customer service, prioritization, and 2–4 years of SaaS support or IT project management experience.
Top Skills:
DnsIceJavaScriptLookerNexmoOauthPlivoSalesforceSAMLSipSQLTcp/IpTelephonyTwilioVoipWebrtc
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