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!The Solutions Engineer - Banking, Financial Services, & Insurance (FSI) is a expert who understands the specific needs of small and medium sized enterprises and provides business-driven consulting to both prospective and existing customers. SEs offer industry-centric expertise that helps our Sales team establish clear value, differentiation, and trust in our AI-powered Contact Center and CX solutions. This individual is a seasoned practitioner with deep experience selling SaaS based solutions. They engage throughout the entire sales lifecycle, from pre-sales engineering and technical qualification to solution architecture and post-sale expansion. They are recognized thought leaders who confidently supports C-level discussions, accelerates deal cycles, and helps identify and expand revenue opportunities in FSI.
Key ResponsibilitiesConducts research to prepare for upcoming meetings with prospects to understand their business environment, market, customers, competitors and general business challenges.Carries out discovery conversations with customers to understand their needs and requirements for a new solution. Uncovers customer pains, learns about customer's objectives and potential needs, gathers metrics necessary for pricing and/or value discussions. Listens to the customer to gather information that can be leveraged in upcoming presentations.Uses their in-depth knowledge of Talkdesk solutions and capabilities to specify the appropriate solution(s) for customer needs and requirements. The SE is continually learning about Talkdesk solutions to keep up with innovations and new releases of TD software.Designs and delivers presentations to customers, on-site & virtual, showing Talkdesk’s capabilities, aligned to the customer's pains and needs that were uncovered during Discovery.Generates simple value statements illustrating the financial value of a Talkdesk solution to customers.Assists with scoping SOWs for customer implementations as needed.Scopes, executes and manages customer pilots and POCs.Respond to functional and technical RFI/RFP requirements and mapping said requirements to the software solution.Work closely with product management and engineering teams to ensure that customer feedback is incorporated into product roadmaps.Assists with marketing and demand generation events as necessary.
Core BackgroundB.S. Computer Science, Software Engineering, AI, MIS or equivalent work experience.1-3 years as a Solutions Engineer in SaaSIndustry related experience in selling to SMBs, and Mid-Market sized enterprises.Ability to command the attention in a room by delivering compelling presentations and demonstrations.Good problem solving skills, including the ability to meet a business requirement with a technical solution.Ability to communicate complex technical concepts to both technical and non-technical audiences.Excellent presentation and communication skills, including the ability to lead technical discussions and demonstrations with customers.Knowledge of Customer Relationship Management Software, ITSM, Data Warehousing, Business Intelligence is a plus.Knowledge of UCaaS, CCaaS software is a plus.Knowledge in web / scripting technologies is a plus
THE PAY TRANSPARENCY INFORMATION BELOW IS ONLY APPLICABLE TO ROLES WITHIN THE UNITED STATES:
Pay Range (OTE): $165,000 - $205,000
Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.
Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
Retirement Benefits: 401(k) plan
Paid Time Off: Talkdesk offers an uncapped paid time off program, subject to manager approval and consistent with business needs.
Paid Holidays: Talkdesk offers 14 paid holidays each year.
Paid Sick Leave: Employees have uncapped paid time off, subject to manager approval and consistent with business needs.
Method of Application: Apply online.
Application Window: The application window is expected to close at least 5 days from the posting date. The application was posted on 1/13/2026.
All questions or concerns about this posting should be directed to the Talent team at Talent@talkdesk.com.Work Environment and Physical Requirements:
Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)
The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.