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Senior Solutions Engineer - Banking & FSI (East)

Talkdesk3.0(2)·Miami, Florida, US·Posted 88 days ago

Application managed by InterviewHR

Miami, Florida, USFull timeFull timeSenior level

$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 Miami. As an expert in understanding the needs of small and medium-sized enterprises, you will provide business-driven consulting to prospective and existing customers, leveraging deep industry expertise to establish clear value and differentiation for our AI-powered Contact Center and CX solutions. This role offers the opportunity to work with a global leader in Customer Experience Automation, recognized as a Gartner Magic Quadrant Leader and G2 Overall Grid Report winner. You will engage throughout the entire sales lifecycle, from pre-sales engineering and technical qualification to solution architecture and post-sale expansion. Your responsibilities include conducting discovery conversations, designing compelling presentations aligned to customer needs, generating value statements, managing customer pilots and POCs, and responding to RFI/RFP requirements. You will be a recognized thought leader who confidently supports C-level discussions, accelerates deal cycles, and helps identify and expand revenue opportunities in the FSI sector. With 8+ years of Solutions Engineering experience in SaaS and a background in selling to Mid-Market and Enterprise customers, you will combine technical expertise with excellent communication skills to articulate complex concepts to both technical and non-technical audiences. You'll work closely with product management and engineering teams to incorporate customer feedback into product roadmaps while assisting with marketing and demand generation events.

Responsibilities

  • Conduct research to prepare for meetings with prospects and understand their business environment, market, customers, and competitors
  • Carry out discovery conversations with customers to understand their needs, uncover pains, and gather metrics for pricing and value discussions
  • Apply in-depth knowledge of Talkdesk solutions to specify appropriate solutions for customer needs
  • Design and deliver presentations to customers (on-site and virtual) showcasing Talkdesk capabilities aligned to customer needs
  • Generate value statements illustrating the financial value of Talkdesk solutions
  • Assist with scoping SOWs for customer implementations
  • Scope, execute, and manage customer pilots and POCs
  • Respond to functional and technical RFI/RFP requirements and map requirements to software solutions
  • Work closely with product management and engineering teams to incorporate customer feedback into product roadmaps
  • Assist with marketing and demand generation events

Skills

Solutions EngineeringSaaS SolutionsCustomer DiscoverySolution ArchitectureTechnical PresentationsRFI/RFP ResponsePilot ManagementBusiness AnalysisProblem SolvingCustomer Relationship ManagementITSMData WarehousingBusiness IntelligenceUCaaSCCaaSWeb TechnologiesScripting Languages

Benefits

  • Medical, Dental, Vision, Life and Disability Insurance
  • Employee Assistance Program (EAP)
  • 401(k) plan
  • Uncapped paid time off
  • 14 paid holidays annually
  • Long-term incentives in the form of equity
  • Short-term incentives (bonus or commission)

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