Senior Solutions Engineer - Banking & FSI (East)
Application managed by InterviewHR
$165,000 – $248,000 / yearly
Talkdesk is seeking a Senior Solutions Engineer specializing in Banking, Financial Services, and Insurance (FSI) to join our Solution Engineering & Shared Services team in Raleigh. As an expert in understanding the specific needs of small and medium-sized enterprises, you will provide business-driven consulting to both prospective and existing customers, offering industry-centric expertise that helps our Sales team establish clear value, differentiation, and trust in our AI-powered Contact Center and CX solutions. In this role, you will engage throughout the entire sales lifecycle, from pre-sales engineering and technical qualification to solution architecture and post-sale expansion. You will conduct discovery conversations with customers, design and deliver presentations showcasing Talkdesk's capabilities, generate value statements, scope implementations, manage pilots and POCs, and respond to RFI/RFP requirements. Your deep experience selling SaaS-based solutions will enable you to confidently support C-level discussions, accelerate deal cycles, and help identify and expand revenue opportunities within the FSI sector. You will work closely with product management and engineering teams to ensure customer feedback is incorporated into product roadmaps, while assisting with marketing and demand generation events as needed. This is an opportunity to leverage your expertise in a pioneering company that is redefining customer experience automation through AI.
Responsibilities
- Conducts 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
- Uses in-depth knowledge of Talkdesk solutions and capabilities to specify the appropriate solution(s) for customer needs and requirements
- Designs and delivers presentations to customers, on-site & virtual, showing Talkdesk's capabilities aligned to customer's pains and needs
- 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
- Responds to functional and technical RFI/RFP requirements and maps said requirements to the software solution
- Works closely with product management and engineering teams to ensure customer feedback is incorporated into product roadmaps
- Assists with marketing and demand generation events as necessary
Skills
Benefits
- Medical, Dental, Vision, Life and Disability Insurance
- Employee Assistance Program (EAP)
- 401(k) plan
- Uncapped paid time off program
- 14 paid holidays each year
- Equity and short-term incentives (bonus or commission) based on level and role
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