Solutions Engineer - Banking & FSI (East)
Application managed by InterviewHR
$165,000 – $205,000 / yearly
Talkdesk is seeking an experienced Solutions Engineer specializing in Banking, Financial Services, and Insurance (FSI) to join our Solution Engineering & Shared Services team in New York City. In this role, you will be a trusted advisor to small and medium-sized enterprises, providing business-driven consulting throughout the entire sales lifecycle. You'll leverage your deep SaaS expertise to help prospects and customers understand the value of our AI-powered Contact Center and CX solutions, conducting discovery conversations, designing tailored solutions, and delivering compelling presentations that resonate with C-level executives. As a seasoned practitioner, you'll combine technical acumen with consultative selling skills to accelerate deal cycles and identify expansion opportunities within the FSI vertical. Your responsibilities will include pre-sales engineering and technical qualification, solution architecture, conducting customer research, scoping pilots and POCs, responding to RFI/RFP requirements, and collaborating with product and engineering teams to ensure customer feedback influences product roadmaps. You'll work both on-site and virtually, commanding attention through your ability to translate complex technical concepts into compelling business value statements. This position offers the opportunity to be part of Talkdesk's transformational growth story, working within a company recognized as a cloud contact center leader by Gartner and Forrester, backed by $498 million in funding and a valuation exceeding $10 billion.
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, uncovering customer pains and learning about customer objectives
- 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 and virtual, showing Talkdesk's capabilities aligned to customer 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 that 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, subject to manager approval
- 14 paid holidays each year
- Uncapped paid sick leave, subject to manager approval
- Long-term incentives in the form of equity
- Short-term incentives of bonus or commission
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