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Senior Solutions Engineer - Banking & FSI (East)

Full timeFull timePosted 134 days ago

$165,000 – $248,000 / yearly

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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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Colegas fantásticos em muitas equipas. Benefícios como semana de 4 dias em Agosto. Flexibilidade de trabalho remoto. Produto com potencial.
Former employee · Product Manager
MARIA · YOUR AI COACH

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