Inside Sales Representative, Financial Services

Talkdesk•Salt Lake City, UT

About The Position

At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our global footprint. Each day, thousands of employees, customers, and partners all over the world trust Talkdesk to deliver a better way to great experiences. We are recognized as a cloud contact center leader by many of the most influential research organizations, including Gartner and Forrester. With $498 million in total funding, a valuation of more than $10 Billion, and a ranking of #16 on the Forbes Cloud 100 list, now is the time to be part of the Talkdesk legacy to help accelerate our success in a new decade of transformational growth. At Talkdesk, we embrace FAST, our fundamental operating principles that define who we are as an organization. These principles drive us to make the impossible possible. FAST: Focus + Accountability + Speed = Talkdesker. Focus: Focus time, energy and attention on what is most impactful for the business and thoughtful about how and when to partner with others. Accountability: Hold self and others accountable to meet commitments and drive results. Accept responsibility for successes and failures. Speed: Execute with agility and urgency. Act promptly, decisively, and without delay. Make good and timely decisions that keep the organization moving forward. Talkdesker: YOU! At Talkdesk, we are #All In – Work, Win, and Celebrate Together. As Inside Sales Representatives, your mission is to drive revenue growth, deliver exceptional customer outcomes, and collaborate with partners, teammates, and customers to create long-term value. Success means hitting quota, building sustainable pipeline, and strengthening customer relationships while embodying Talkdesk’s culture of integrity, teamwork, and continuous improvement. Role Overview The Inside Sales Representative drives revenue expansion within Talkdesk's existing customer base by selling CXA (Customer Experience Automation) to long-tail Commercial and Enterprise accounts. This role pairs proactive outbound sales execution with strategic account management to identify, develop, and scale emerging customers with significant untapped growth potential Mission: Accelerate CXA adoption across the install base while maintaining strong customer relationships and delivering predictable, quota-carrying revenue.

Requirements

2+ years of inside sales, BDR or account management experience in B2B SaaS
Proven track record of quota attainment and pipeline generation
Strong discovery and qualification skills with ability to identify business pain points
Excellent communication skills (phone, email, video) with comfort running virtual sales cycles
Proficiency with CRM systems (Salesforce preferred) and sales engagement tools
Self-starter mentality with ability to manage time and prioritize effectively

Nice To Haves

Experience selling AI, Automation or customer experience solutions
Familiarity with customer expansion/upsell motions
Understanding of customer success metrics and product adoption indicators

Responsibilities

Execute targeted outbound campaigns to drive CXA awareness and adoption across assigned accounts
Conduct discovery calls to identify business challenges, use cases, and expansion opportunities
Qualify and develop opportunities from initial contact through closed-won
Maintain consistent outreach cadence to keep accounts engaged between renewal cycles
Own the day-to-day relationship for all ISR-assigned accounts
Monitor product usage, engagement signals, and account health indicators
Identify risk factors and proactively address concerns before they impact renewals
Maintain pristine CRM hygiene with accurate account data, activity logging, and pipeline forecasting
Collaborate with Commercial AEs and Enterprise AEs to ensure seamless account transitions and coverage when deals are identified over 50K in ACV.
Partner with Manila renewal and support teams to align on account status and customer needs
Collaborate with SEs and post sales teams to advance sales cycles and understand the customer 360 degree relationship
Share customer insights, competitive intelligence, and product feedback with Marketing, Product, and Leadership
Achieve or exceed quarterly and annual ACV quota tied to Net Revenue Expansion (NRE)
Operate at ~5X OTE productivity benchmark
Use FY26 YTD performance data to optimize territory strategy and prioritization
Build sustainable pipeline coverage (minimum 3-4X quota) to ensure predictable attainment

Benefits

Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
401(k) plan
Talkdesk offers an uncapped paid time off program, subject to manager approval and consistent with business needs.
Talkdesk offers 14 paid holidays each year.
Employees have uncapped paid time off, subject to manager approval and consistent with business needs.

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