Senior Solutions Engineer - Banking & FSI (East)

Talkdesk; Philadelphia (Philadelphia County); On-site; USD 157,000 - 235,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Life and Disability Insurance

Employee Assistance Program (EAP)

Uncapped paid time off

14 paid holidays annually

Job summary

Talkdesk is seeking a Senior Solutions Engineer specialized in Banking, Financial Services, and Insurance (FSI) in Philadelphia. This role involves consulting with customers to tailor AI-powered solutions for their needs. Ideal candidates have 8+ years in SaaS, strong presentation skills, and the ability to engage C-level discussions. The role offers a competitive salary ranging from $157,000 to $235,000, health insurance, and flexible paid time off among other benefits.

Qualifications

• 8+ years of experience as a Solutions Engineer in SaaS.
• Experience selling to Mid-Market and Enterprise enterprises.
• Ability to deliver compelling presentations.

Responsibilities

• Conduct research on customers' business environments and challenges.
• Engage in discovery conversations with customers to identify their needs.
• Design and deliver tailored presentations demonstrating Talkdesk solutions.
• Assist with Scope of Work for customer implementations and pilots.

Skills

Presentation skills

Problem-solving skills

Communication skills

Knowledge of UCaaS

Knowledge of CCaaS

Knowledge of CRM Software

Education

B.S. in Computer Science, Software Engineering, AI, or MIS

Job description

The Senior Solutions Engineer - Banking, Financial Services, & Insurance (FSI) is an 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-centred 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 recognised thought leaders who confidently support C‑level discussions, accelerate deal cycles, and help 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.
• 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.

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.

Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. Our global team of courageous innovators is customer‑obsessed, building AI‑first solutions that put empathy, trust, and transparency at the centre of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us. 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.