Solutions Engineer - Banking & FSI (East)
Application managed by InterviewHR
$165,000 – $205,000 / yearly
Talkdesk is seeking an experienced Solutions Engineer for Banking, Financial Services, and Insurance to join our Solution Engineering & Shared Services team in Boston. This role is perfect for a seasoned SaaS professional who understands the unique challenges of small and medium-sized enterprises in the FSI sector. You will serve as a trusted advisor to both prospective and existing customers, leveraging deep industry expertise to demonstrate the value of our AI-powered Contact Center and CX solutions. In this position, you'll 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 to understand customer needs, designing compelling presentations that align solutions to customer pain points, generating value statements, managing customer pilots and POCs, and responding to RFI/RFP requirements. You'll also collaborate closely with product management and engineering teams to ensure customer feedback shapes our product roadmap. You are a recognized thought leader who confidently leads C-level discussions, accelerates deal cycles, and identifies revenue expansion opportunities. With 1-3 years of Solutions Engineer experience in SaaS, combined with industry knowledge of selling to SMBs and mid-market enterprises, you have the problem-solving skills and exceptional communication abilities needed to translate complex technical concepts for both technical and non-technical audiences.
Responsibilities
- Conduct research to prepare for meetings with prospects and understand their business environment, market, customers, competitors, and challenges
- Carry out discovery conversations with customers to understand their needs, uncover pain points, and gather metrics for pricing and value discussions
- Leverage in-depth knowledge of Talkdesk solutions to specify appropriate solutions for customer needs and requirements
- 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 to customers
- Assist with scoping Statements of Work (SOWs) for customer implementations
- Scope, execute, and manage customer pilots and POCs
- Respond to functional and technical RFI/RFP requirements and map them 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 as needed
Skills
Benefits
- Medical, Dental, and Vision Insurance
- Life and Disability Insurance
- Employee Assistance Program (EAP)
- 401(k) retirement plan
- Uncapped paid time off (subject to manager approval and business needs)
- 14 paid holidays per year
- Uncapped paid sick leave
- Equity and short-term incentives (bonus or commission based on level and role)
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