Senior Solutions Engineering Lead, FSI & AI

Talkdesk; Boston (MA); On-site; USD 220,000 - 330,000; Full time

Benefits offered by this job

Health Insurance

Paid Time Off

Paid Holidays

Paid Sick Leave

Job summary

Talkdesk is seeking a seasoned leader to build and scale a high-performing Solutions Engineering team for the Financial Services & Insurance sector in the U.S. This role reports to the Sr.

Director of Solutions Engineering, Americas and focuses on pre-sales excellence, cross-functional collaboration, and data-driven performance across a high-volume client base. You will recruit top talent, mentor engineers, align with Sales and Customer Success, and partner with Product and Engineering to drive

Qualifications

• 7+ years of experience in Solution Engineering / Pre-Sales, with at least 3–5+ years in people management leading teams.
• Deep domain expertise in Financial Services & Insurance (FSI), with proven success navigating complex enterprise deals, procurement cycles, and regulatory standards (e.g., PCI-DSS, SOC 2, FINRA, HIPAA)
• Hands‑on experience with AI-powered SaaS solutions; familiarity with how AI is applied in customer experience, contact center, or adjacent domains is a strong plus
• Proven ability to lead and develop teams at scale, with a track record of building high-performing cultures and repeatable sales engineering processes
• Strong technical acumen; able to engage credibly with technical buyers and translate complex concepts for non-technical audiences at all levels
• Experience in the Contact Center, CCaaS, or CX technology space preferred
• A true consulting mindset: you ask great questions, listen deeply, and prioritize the customer's outcomes over a quick close
• Excellent communication and executive presence; comfortable navigating C-level conversations and managing escalations with composure
• Cross-functional collaborator who thrives in a fast-paced, high-growth environment
• Passion for coaching others and a genuine interest in helping customers solve hard problems with innovative technology

Responsibilities

• Lead, coach, and mentor a team of solution engineers, building a culture of continuous learning, accountability, and customer obsession
• Drive scalable pre-sales motions across a high-volume FSI segment, developing repeatable methodologies and best practices that enable the team to perform consistently across diverse industries
• Recruit, hire, and onboard top solution engineering talent, with a deliberate focus on candidates who combine technical depth with exceptional communication and storytelling ability
• Partner closely with RVP’s of Sales, Account Executives, and Customer Success to align on pipeline strategy, account coverage, and customer outcomes
• Collaborate with Product and Engineering to surface commercial customer feedback, advocate for roadmap priorities, and ensure timely resolution of feature requests and support escalations
• Work cross-functionally with Professional Services to ensure smooth handoffs from pre-sales to implementation and value realization
• Define and manage team KPIs, forecast accuracy, and performance metrics; use data to continuously optimize team effectiveness
• Participate actively in forecast calls, providing visibility into technical deal status, surfacing risks early, and partnering with Sales to develop mitigation strategies
• Develop trust with client leadership to remove roadblocks, navigate escalations, and ensure long-term customer success and loyalty

Skills

Leadership

People Management

Solution Engineering

FSI Domain Expertise

AI-powered SaaS

Executive Communication

Cross-functional Collaboration

Recruiting Talent

Forecasting KPIs

Job description

Talkdesk is seeking a seasoned leader to build and scale a high-performing Solutions Engineering team for the Financial Services & Insurance sector in the U.S. This role reports to the Sr.

Director of Solutions Engineering, Americas and focuses on pre-sales excellence, cross-functional collaboration, and data-driven performance across a high-volume client base. You will recruit top talent, mentor engineers, align with Sales and Customer Success, and partner with Product and Engineering to drive