Regional Vice President, Sales - Financial Services

At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our global footprint. Each day, thousands of employees, customers, and partners all over the world trust Talkdesk to deliver a better way to great experiences.

We are recognized as a cloud contact center leader by many of the most influential research organizations, including Gartner and Forrester. With $498 million in total funding, a valuation of more than $10 Billion, and a ranking of #16 on the Forbes Cloud 100 list, now is the time to be part of the Talkdesk legacy to help accelerate our success in a new decade of transformational growth.

At Talkdesk, we embrace FAST, our fundamental operating principles that define who we are as an organization. These principles drive us to make the impossible possible. FAST: Focus + Accountability + Speed = Talkdesker.

• Focus: Focus time, energy and attention on what is most impactful for the business and thoughtful about how and when to partner with others.
• Accountability: Hold self and others accountable to meet commitments and drive results. Accept responsibility for successes and failures.
• Speed: Execute with agility and urgency. Act promptly, decisively, and without delay. Make good and timely decisions that keep the organization moving forward.
• Talkdesker: YOU!

Duties and Responsibilities

• Lead and manage a Strategic FSI sales team of Account Executives focused on the top banks, credit unions, capital markets, insurance, and fintech accounts.
• Coach, mentor, and develop sales reps to drive high-quality pipeline creation, deal execution, and quota attainment in complex FSI buying cycles.
• Own FSI strategy and planning, ensuring customer retention, net-new growth, and expansion across core Talkdesk solutions (AI-powered contact center, fraud prevention, customer experience automation).
• Use a data-driven approach to territory design, forecasting accuracy, and pipeline development aligned to Talkdesk consumption-based pricing 
• Translate Talkdesk’s FSI business objectives into an execution strategy, ensuring alignment with broader corporate goals and the evolving financial services regulatory landscape.
• Actively engage with executive stakeholders at key accounts; lead strategic sales meetings, attend QBRs, and build trusted long-term relationships.
• Serve as a brand ambassador for the Talkdesk Financial Services Experience Cloud, championing our CX vision in the FSI market and differentiating against CCaaS competitors.
• Collaborate closely with Marketing, Product, Channel, and Customer Success to craft go-to-market campaigns, product feedback loops, and customer success programs tailored to financial services requirements (e.g., security, compliance, payments, core banking integrations).
• Develop and maintain a strong understanding of the Talkdesk solution portfolio—particularly Financial Services Experience Cloud, AI/automation capabilities, and key ecosystem integrations (e.g., core banking, CRM, fraud-detection tools)—as well as the competitive CCaaS and FSI technology landscape.

Qualifications:

• 5+ years in a customer-facing senior leadership role
• 10+ years in or sales roles
• Experience working for a B2B SaaS company that has scaled successfully through rapid growth
• Proven success leading teams selling to banks, credit unions, insurers, and fintechs with deep knowledge of FSI buying cycles, regulatory requirements, and complex procurement processes
• Excellent people management skills; high empathy and consideration for team morale and individual career progression
• Experience building and scaling world-class teams; experience hiring, onboarding and training
• Understand the development and implementation of large-scale, complex applications
• Experience working for a company that provides a ‘mission critical’ product

THE PAY TRANSPARENCY INFORMATION BELOW IS ONLY APPLICABLE TO ROLES WITHIN THE UNITED STATES:

Pay Range (OTE): $420k-$450k 

Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission. 

Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).

Retirement Benefits: 401(k) plan

Paid Time Off: Talkdesk offers an uncapped paid t