Senior Solutions Engineer - Banking & FSI (East)

Talkdesk; Charlotte (NC); On-site; USD 157,000 - 235,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Life and Disability Insurance

Uncapped paid time off

14 paid holidays per year

Job summary

Talkdesk is looking for a Senior Solutions Engineer specializing in Banking, Financial Services, and Insurance (FSI) in Charlotte, NC. This role requires understanding the specific needs of SMEs and engaging in the entire sales lifecycle. The ideal candidate will have over 8 years' experience in SaaS and be capable of leading strategic discussions. Health insurance, uncapped paid time off, 14 paid holidays, and potential bonuses or commissions are offered.

Qualifications

• 8+ years as a Solutions Engineer in SaaS.
• Ability to command attention in a room by delivering compelling presentations.
• Ability to communicate complex technical concepts to technical and non-technical audiences.

Responsibilities

• Conduct research to prepare for upcoming meetings with prospects.
• Perform discovery conversations with customers to understand their needs.
• Design and deliver presentations to customers, on-site and virtual.

Skills

Problem-solving skills

Presentation skills

Communication skills

Knowledge of UCaaS and CCaaS software

Knowledge of Customer Relationship Management Software

Education

B.S. Computer Science, Software Engineering, AI, or equivalent work experience

Tools

Data Warehousing

Business Intelligence

Job description

The Senior Solutions Engineer - Banking, Financial Services, & Insurance (FSI) is a expert who understands the specific needs of small and medium sized enterprises and provides business-driven consulting to both prospective and existing customers. SEs offer industry-centric expertise that helps our Sales team establish clear value, differentiation, and trust in our AI-powered Contact Center and CX solutions. This individual is a seasoned practitioner with deep experience selling SaaS based solutions. They engage throughout the entire sales lifecycle, from pre‑sales engineering and technical qualification to solution architecture and post‑sale expansion. They are recognized thought leaders who confidently supports C‑level discussions, accelerates deal cycles, and helps identify and expand revenue opportunities in FSI.

Key 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. Uncovers customer pains, learns about customer's objectives and potential needs, gathers metrics necessary for pricing and/or value discussions. Listens to the customer to gather information that can be leveraged in upcoming presentations.
• Uses their in-depth knowledge of Talkdesk solutions and capabilities to specify the appropriate solution(s) for customer needs and requirements. The SE is continually learning about Talkdesk solutions to keep up with innovations and new releases of TD software.
• Designs and delivers presentations to customers, on‑site & virtual, showing Talkdesk’s capabilities, aligned to the customer's pains and needs that were uncovered during Discovery.
• 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.
• Respond to functional and technical RFI/RFP requirements and mapping said requirements to the software solution.
• Work 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.

Core Background

• B.S. Computer Science, Software Engineering, AI, MIS or equivalent work experience.
• 8+ years as a Solutions Engineer in SaaS
• Industry related experience in selling to Mid-Market and Enterprise sized enterprises.
• Ability to command the attention in a room by delivering compelling presentations and demonstrations.
• Good problem solving skills, including the ability to meet a business requirement with a technical solution.
• Ability to communicate complex technical concepts to both technical and non-technical audiences.
• Excellent presentation and communication skills, including the ability to lead technical discussions and demonstrations with customers.
• Knowledge of Customer Relationship Management Software, ITSM, Data Warehousing, Business Intelligence is a plus.
• Knowledge of UCaaS, CCaaS software is a plus.
• Knowledge in web / scripting technologies is a plus

Pay Range (OTE): $157,000 - $235,000

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).

Paid Time Off

Talkdesk offers an uncapped paid time off program, subject to manager approval and consistent with business needs.

Paid Holidays

Talkdesk offers 14 paid holidays each year.

Paid Sick Leave

Employees have uncapped paid time off, subject to manager approval and consistent with business needs.

Work Environment and Physical Requirements

Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.).

To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.