Enterprise Account Executive, Financial Services

Talkdesk • Boston, MA

23h • $300,000 - $330,000

About The Position

Talkdesk is hiring an Enterprise Account Executive to develop new business and close opportunities within large enterprise Financial Services accounts. The role focuses on building and expanding relationships across customer business units, divisions, and enterprises, as well as with strategic alliances. The account executive is responsible for understanding customers’ strategies and managing sustainable long-term business portfolios.

The position manages the full sales process, coordinating resources such as Sales Engineers, Professional Services, executives, and partners. It involves developing sales strategies and plans, identifying and targeting accounts in alignment with Talkdesk’s go-to-market plan, and meeting revenue and quota objectives. The role also includes providing accurate forecasts, relaying market needs to headquarters, and working across internal functions to prioritize customer needs and support deal closure.

Work is primarily in an office environment and involves extended periods sitting or standing and computer-based tasks. Travel of 50% or more is required. The listed pay range is $300,000–$330,000 OTE. Depending on level and role, employees may also be eligible for equity and bonus or commission incentives.

Requirements

• Previous experience selling enterprise software solutions to Financial Services-related accounts.
• At least 8 years of outside or direct sales experience carrying and exceeding quota, preferably in SaaS.
• Experience with strategic, value-based selling.
• Experience selling SaaS solutions and managing complex, solution-based sales to C-suite, senior management, and director-level stakeholders.
• Strong analytical skills and business acumen.
• Flexible personality and ability to adapt to changing surroundings.
• Business deal-making capability, including identifying opportunities, building positive relationships, uncovering issues during due diligence, and closing transactions.
• Demonstrated track record planning, developing, and implementing new business activity involving leading-edge technology.
• Proven ability to grow revenue, scale bookings growth, and acquire net-new customers.
• Excellent communication and presentation skills.
• Extensive negotiation and contract development experience.
• Comfort operating in a fast-paced, dynamic startup environment.
• Bachelor of Arts or Bachelor of Science degree.
• Ability to travel 50% or more.

Nice To Haves

• SaaS sales experience is preferred.
• Knowledge of CCaaS is a plus.

Responsibilities

• Develop new business within large enterprise accounts and close opportunities in the Finance industry.
• Foster and expand relationships with customer business units, divisions, and enterprise organizations.
• Create and cultivate close relationships with strategic alliances.
• Understand customers’ business strategies and direction, and manage a sustainable long-term business portfolio.
• Manage the end-to-end sales process by engaging appropriate resources, including Sales Engineers, Professional Services, executives, and partners.
• Bring forward innovative ideas that demonstrate Talkdesk’s competitive advantage and disruptive mindset.
• Meet and exceed quarterly and annual revenue and quota targets through execution of the Talkdesk sales process.
• Develop comprehensive sales strategies and plans to achieve short- and long-term objectives for the assigned coverage model.
• Build lasting relationships with management, teammates, and the prospect and customer community.
• Align with Talkdesk’s go-to-market plan and take accountability for regional market segmentation and targeted accounts.
• Develop internal relationships that support account management and deal closure.
• Communicate accurate and realistic forecasts to management in accordance with process and policy.
• Communicate market reactions and needs to headquarters productively.
• Take an active role in solving problems involving other functional areas.
• Prioritize customer needs so Engineering and other functional areas can focus on the appropriate tasks and issues.

Benefits

• Medical, dental, vision, life, and disability insurance.
• Employee Assistance Program (EAP).
• 401(k) plan.
• Uncapped paid time off for exempt employees, subject to manager approval and business needs; non-exempt employees receive accrual-based paid time off.
• 14 paid holidays each year.
• Potential eligibility for long-term equity incentives and short-term bonus or commission incentives, depending on level and role.
• Paid sick leave arrangements, with exempt employees covered by uncapped paid time off and non-exempt employees following accrual standards, subject to manager approval and business needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior