Strategic Partner Account Director, Financial Services
Application managed by InterviewHR
$150,000 – $180,000 / yearly
At Talkdesk, we are seeking a Strategic Partner Account Director for Financial Services to lead the growth and enablement of our partner ecosystem within banking, credit unions, insurance, wealth management, and fintech markets. In this role, you will cultivate strategic alliances that accelerate adoption of Talkdesk's AI-powered, cloud-native CCaaS platform, enabling partners to deliver secure, compliant, and frictionless customer experiences. You will position Talkdesk and our agentic AI capabilities as the preferred solution for transforming contact centers, automating workflows, improving fraud detection and prevention, and enhancing customer satisfaction across the financial services lifecycle. Your responsibilities will include developing and managing executive-level partner relationships, building long-term partner business plans aligned with industry needs such as fraud prevention, claims processing, lending, and member services. You will grow adoption of Talkdesk AI solutions including agent assist, workflow automation, intelligent routing, and predictive analytics, while enabling partners to demonstrate financial outcomes such as reduced operational costs, improved NPS, and reduced fraud losses. Additionally, you will define co-sell and co-market strategies, serve as the internal voice of partners across cross-functional teams, lead contractual negotiations, and track key performance indicators related to partner-influenced revenue and AI adoption rates. This role is critical to accelerating Talkdesk's leadership in Financial Services by driving adoption of secure, compliant AI-powered contact center modernization, workflow automation, fraud reduction capabilities, and omnichannel experience improvements.
Responsibilities
- Develop and manage executive-level partner relationships across banks, credit unions, insurance carriers, and fintech solution providers
- Act as a trusted advisor on CCaaS modernization, omnichannel experiences, and AI-driven automation strategies
- Build long-term partner business plans that align Talkdesk capabilities to industry needs such as fraud prevention, claims processing, lending, and member services
- Grow adoption of Talkdesk AI solutions including agent assist, workflow automation, intelligent routing, generative knowledge bases, and predictive analytics
- Enable partners to position Talkdesk around financial outcomes: reduced operational cost-to-serve, improved NPS, reduced fraud losses, and increased digital containment
- Support vertical solution alignment with Talkdesk products
- Define co-sell and co-market strategies tailored to financial compliance and buyer cycles
- Orchestrate partner and Talkdesk collaboration for account-based engagements, channel pipeline growth, and Salesforce attribution
- Support integration strategies with core banking, CRM, payment, insurance, and fintech platforms
- Serve as the internal voice of the partner, collaborating across Product, Engineering, Security, Legal, Marketing, and Customer Success
- Drive enablement programs ensuring partners can confidently sell, deploy, and support AI-powered CCaaS in regulated environments
- Gather and communicate partner-led insights to inform vertical product enhancements
- Lead contractual discussions including reseller frameworks, referral agreements, revenue-sharing, and strategic investments
- Ensure compliance with data privacy, resiliency, and financial regulatory considerations
- Define and track KPIs: partner-influenced revenue, pipeline growth, AI adoption rates, and customer satisfaction
- Present insights and performance to Talkdesk leadership and partner executives
- Develop partner relationships across retail and commercial banking, credit unions, insurance, and capital markets
- Navigate compliance and security expectations such as PCI-DSS, SOC2, GLBA, FFIEC, and resiliency requirements
- Bring agentic AI value propositions focused on customer trust and risk mitigation
- Support partners in delivering customer experiences that are secure, compliant, personalized, and automated
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
- Long term incentives in the form of equity
- Short term incentives of either bonus or commission
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