Senior Manager, Solutions Engineer (FSI)

Talkdesk

10d • $220,000 - $330,000 • Onsite

About The Position

If you've built and scaled high-performing solution engineering teams in the Financial Services & Insurance (FSI) domain, and you're energized by leading at the intersection of AI, technical selling, compliance, and customer experience, this is your moment.

Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world's most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.

Talkdesk has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!

Requirements

• 7+ years of experience in Solution Engineering / Pre-Sales, with at least 3–5+ years in people management leading teams
• Deep domain expertise in Financial Services & Insurance (FSI), with proven success navigating complex enterprise deals, procurement cycles, and regulatory standards (e.g., PCI-DSS, SOC 2, FINRA, HIPAA)
• Hands-on experience with AI-powered SaaS solutions; familiarity with how AI is applied in customer experience, contact center, or adjacent domains is a strong plus
• Proven ability to lead and develop teams at scale, with a track record of building high-performing cultures and repeatable sales engineering processes
• Strong technical acumen; able to engage credibly with technical buyers and translate complex concepts for non-technical audiences at all levels
• Experience in the Contact Center, CCaaS, or CX technology space preferred
• A true consulting mindset: you ask great questions, listen deeply, and prioritize the customer's outcomes over a quick close
• Excellent communication and executive presence; comfortable navigating C-level conversations and managing escalations with composure
• Cross-functional collaborator who thrives in a fast-paced, high-growth environment
• Passion for coaching others and a genuine interest in helping customers solve hard problems with innovative technology

Nice To Haves

• Familiarity with how AI is applied in customer experience, contact center, or adjacent domains is a strong plus
• Experience in the Contact Center, CCaaS, or CX technology space preferred

Responsibilities

• Report to the Sr. Director of Solutions Engineering, Americas
• Lead, coach, and mentor a team of solution engineers, building a culture of continuous learning, accountability, and customer obsession
• Drive scalable pre-sales motions across a high-volume FSI segment, developing repeatable methodologies and best practices that enable the team to perform consistently across diverse industries
• Recruit, hire, and onboard top solution engineering talent, with a deliberate focus on candidates who combine technical depth with exceptional communication and storytelling ability
• Partner closely with RVP’s of Sales, Account Executives, and Customer Success to align on pipeline strategy, account coverage, and customer outcomes
• Collaborate with Product and Engineering to surface commercial customer feedback, advocate for roadmap priorities, and ensure timely resolution of feature requests and support escalations
• Work cross-functionally with Professional Services to ensure smooth handoffs from pre-sales to implementation and value realization
• Define and manage team KPIs, forecast accuracy, and performance metrics; use data to continuously optimize team effectiveness
• Participate actively in forecast calls, providing visibility into technical deal status, surfacing risks early, and partnering with Sales to develop mitigation strategies
• Develop trust with client leadership to remove roadblocks, navigate escalations, and ensure long-term customer success and loyalty

Benefits

• Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP)
• 401(k) plan
• Uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees
• 14 paid holidays each year
• Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed