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Talkdesk · 1 day ago

Strategic Partner Account Director, Financial Services

United States

Full-time

Remote

Director/Executive

$150K/yr - $180K/yr

15+ years exp

Talkdesk is a leader in cloud contact center solutions, focused on redefining customer experiences. The Strategic Partner Account Director for Financial Services will lead the growth of partner ecosystems in banking and fintech markets, fostering strategic alliances to enhance the adoption of Talkdesk's AI-powered solutions.

Artificial Intelligence (AI)Cloud ComputingCRMCustomer ServiceSaaS

Responsibilities

Develop and manage executive-level partner relationships across banks, credit unions, insurance carriers, and fintech solution providers

Act as a trusted advisor on CCaaS modernization, omnichannel experiences, and AI-driven automation strategies

Build long-term partner business plans that align Talkdesk capabilities to industry needs such as fraud prevention, claims processing, lending, and member services

Grow adoption of Talkdesk AI solutions including agent assist, workflow automation, intelligent routing, generative knowledge bases, and predictive analytics

Enable partners to position Talkdesk around financial outcomes: reduced operational cost-to-serve, improved NPS, reduced fraud losses, and increased digital containment

Support vertical solution alignment with Talkdesk products (e.g., Banking Services Excellence, Insurance CX, Credit Union Playbooks)

Define co-sell and co-market strategies tailored to financial compliance and buyer cycles

Orchestrate partner + Talkdesk collaboration for account-based engagements, channel pipeline growth, and Salesforce attribution

Support integration strategies with core banking, CRM, payment, insurance, and fintech platforms

Serve as the internal voice of the partner, collaborating across Product, Engineering, Security, Legal, Marketing, and Customer Success

Drive enablement programs ensuring partners can confidently sell, deploy, and support AI-powered CCaaS in regulated environments

Gather and communicate partner-led insights to inform vertical product enhancements

Lead contractual discussions including reseller frameworks, referral agreements, revenue-sharing, and strategic investments

Ensure compliance with data privacy, resiliency, and financial regulatory considerations

Define and track KPIs: partner-influenced revenue, pipeline growth, AI adoption rates, and customer satisfaction

Present insights and performance to Talkdesk leadership and partner executives

Develop partner relationships across retail & commercial banking, credit unions, insurance, and capital markets

Align Talkdesk’s solutions to industry priorities including: fraud and identity verification, loan origination and servicing, claims management, policyholder/member engagement, digital collections, wealth advisory & client onboarding

Navigate compliance and security expectations such as PCI-DSS, SOC2, GLBA, FFIEC, and resiliency requirements

Bring agentic AI value propositions focused on customer trust and risk mitigation - not just efficiency

Support partners in delivering customer experiences that are secure, compliant, personalized, and automated

Qualification

Strategic partnershipsFinancial services experienceCCaaS knowledgeSalesforce proficiencyAI understandingNegotiation skillsExecutive communicationEntrepreneurial mindsetComplex decision navigation