Regional Vice President, Sales - Financial Services

Talkdesk•New York, NY

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!

Requirements

5+ years in a customer-facing senior leadership role
10+ years in or sales roles
Experience working for a B2B SaaS company that has scaled successfully through rapid growth
Proven success leading teams selling to banks, credit unions, insurers, and fintechs with deep knowledge of FSI buying cycles, regulatory requirements, and complex procurement processes
Excellent people management skills; high empathy and consideration for team morale and individual career progression
Experience building and scaling world-class teams; experience hiring, onboarding and training
Understand the development and implementation of large-scale, complex applications
Experience working for a company that provides a ‘mission critical’ product

Responsibilities

Lead and manage a Strategic FSI sales team of Account Executives focused on the top banks, credit unions, capital markets, insurance, and fintech accounts.
Coach, mentor, and develop sales reps to drive high-quality pipeline creation, deal execution, and quota attainment in complex FSI buying cycles.
Own FSI strategy and planning, ensuring customer retention, net-new growth, and expansion across core Talkdesk solutions (AI-powered contact center, fraud prevention, customer experience automation).
Use a data-driven approach to territory design, forecasting accuracy, and pipeline development aligned to Talkdesk consumption-based pricing
Translate Talkdesk’s FSI business objectives into an execution strategy, ensuring alignment with broader corporate goals and the evolving financial services regulatory landscape.
Actively engage with executive stakeholders at key accounts; lead strategic sales meetings, attend QBRs, and build trusted long-term relationships.
Serve as a brand ambassador for the Talkdesk Financial Services Experience Cloud, championing our CX vision in the FSI market and differentiating against CCaaS competitors.
Collaborate closely with Marketing, Product, Channel, and Customer Success to craft go-to-market campaigns, product feedback loops, and customer success programs tailored to financial services requirements (e.g., security, compliance, payments, core banking integrations).
Develop and maintain a strong understanding of the Talkdesk solution portfolio—particularly Financial Services Experience Cloud, AI/automation capabilities, and key ecosystem integrations (e.g., core banking, CRM, fraud-detection tools)—as well as the competitive CCaaS and FSI technology landscape.

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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume