Senior Manager, Solutions Engineer (FSI)

talkdesk2; United States; Remote; USD 220,000 - 330,000; Full time

Benefits offered by this job

Equity incentives

Bonus/commission

Health coverage

401(k) plan

Generous PTO

Paid holidays

Job summary

Talkdesk2 is seeking an experienced solutions engineering manager to lead a high-performing pre-sales team serving Financial Services and Insurance clients across the Americas. You will shape scalable pre-sales motions, coach engineers who partner with sales, product, and customer success, and ensure customer outcomes from early engagement through implementation.

The role requires 7+ years in solution engineering or pre-sales, 3–5+ years in leadership, deep FSI domain knowledge, and hands-on

Qualifications

• 7+ years in solution engineering or pre-sales roles, with at least 3–5+ years managing teams.
• Deep domain expertise in Financial Services and Insurance, including navigating complex enterprise deals, procurement cycles, and regulatory standards such as PCI-DSS, SOC 2, FINRA, and HIPAA.
• Hands-on experience with AI-powered SaaS solutions, ideally applied to customer experience or contact center contexts.
• Strong technical acumen with the ability to engage credibly with technical buyers and translate complex concepts for non-technical audiences.
• Excellent communication and executive presence, comfortable navigating C-level conversations and managing escalations with composure.
• Consulting mindset with a passion for coaching others and helping customers solve hard problems with innovative technology.

Responsibilities

• Lead and develop a solutions engineering team; foster accountability and customer focus.
• Build repeatable pre-sales methodologies for high-volume FSI segment.
• Recruit, hire, onboard top talent with technical depth and storytelling.
• Partner with sales, CS, and product to align on pipeline and outcomes.
• Collaborate with product/engineering to surface feedback and manage escalations.
• Define KPIs and use data to improve effectiveness and reduce deal risk.
• Coordinate with professional services for smooth handoffs to implementation.

Skills

Team leadership

Pre-sales experience

AI-powered SaaS

Technical communication

Executive presence

Coaching

Job description

Role overview

A leadership opportunity for an experienced solutions engineering manager to oversee a high-performing pre-sales team focused on Financial Services and Insurance (FSI) clients across the Americas. The role sits at the intersection of AI-driven customer experience technology, technical selling, and regulated enterprise environments. The successful candidate will shape scalable pre-sales motions while coaching engineers who partner closely with sales, product, and customer success counterparts.

Responsibilities

• Lead, coach, and develop a team of solutions engineers, fostering a culture of accountability, continuous learning, and customer obsession


• Build repeatable pre-sales methodologies and best practices tailored to a high-volume FSI segment spanning diverse sub-industries


• Recruit, hire, and onboard top talent who combine strong technical depth with exceptional communication and storytelling skills


• Partner with sales leadership, account executives, and customer success teams to align on pipeline strategy, account coverage, and customer outcomes


• Collaborate with product and engineering to surface commercial feedback, advocate for roadmap priorities, and resolve escalations


• Define team KPIs, forecast accuracy, and performance metrics, using data to continuously improve effectiveness and mitigate deal risk


• Work with professional services to ensure smooth handoffs from pre-sales into implementation and value realization

Requirements

• 7+ years in solution engineering or pre-sales roles, with at least 3–5+ years managing teams


• Deep domain expertise in Financial Services and Insurance, including navigating complex enterprise deals, procurement cycles, and regulatory standards such as PCI-DSS, SOC 2, FINRA, and HIPAA


• Hands-on experience with AI-powered SaaS solutions, ideally applied to customer experience or contact center contexts


• Strong technical acumen with the ability to engage credibly with technical buyers and translate complex concepts for non-technical audiences


• Excellent communication and executive presence, comfortable navigating C-level conversations and managing escalations with composure


• Consulting mindset with a passion for coaching others and helping customers solve hard problems with innovative technology

Nice to have

• Background in contact center, CCaaS, or broader customer experience technology


• Familiarity with how AI is applied across customer experience and engagement workflows

Benefits and work setup

• On-target earnings in the range of $220,000–$330,000, with potential eligibility for long-term equity incentives and short-term bonus or commission based on level and role


• Comprehensive medical, dental, vision, life, and disability coverage plus an Employee Assistance Program


• 401(k) retirement plan


• Uncapped paid time off for exempt employees, 14 paid holidays per year, and paid sick leave subject to manager approval


• Primarily office-based work environment with extended computer use