Talkdesk · 1 day ago
Regional Vice President, Sales - Financial Services
New York City
Full-time
Onsite
Director/Executive
$420K/yr - $450K/yr
10+ years expTalkdesk is a cloud contact center leader focused on redefining customer experience globally. They are seeking a Regional Vice President of Sales to lead a strategic sales team, coach and develop sales reps, and drive customer retention and growth in the financial services sector.
Artificial Intelligence (AI)Cloud ComputingCRMCustomer ServiceSaaS
Responsibilities
Lead and manage a Strategic FSI sales team of Account Executives focused on the top banks, credit unions, capital markets, insurance, and fintech accounts
Coach, mentor, and develop sales reps to drive high-quality pipeline creation, deal execution, and quota attainment in complex FSI buying cycles
Own FSI strategy and planning, ensuring customer retention, net-new growth, and expansion across core Talkdesk solutions (AI-powered contact center, fraud prevention, customer experience automation)
Use a data-driven approach to territory design, forecasting accuracy, and pipeline development aligned to Talkdesk consumption-based pricing
Translate Talkdesk’s FSI business objectives into an execution strategy, ensuring alignment with broader corporate goals and the evolving financial services regulatory landscape
Actively engage with executive stakeholders at key accounts; lead strategic sales meetings, attend QBRs, and build trusted long-term relationships
Serve as a brand ambassador for the Talkdesk Financial Services Experience Cloud, championing our CX vision in the FSI market and differentiating against CCaaS competitors
Collaborate closely with Marketing, Product, Channel, and Customer Success to craft go-to-market campaigns, product feedback loops, and customer success programs tailored to financial services requirements (e.g., security, compliance, payments, core banking integrations)
Develop and maintain a strong understanding of the Talkdesk solution portfolio—particularly Financial Services Experience Cloud, AI/automation capabilities, and key ecosystem integrations (e.g., core banking, CRM, fraud-detection tools)—as well as the competitive CCaaS and FSI technology landscape
Qualification
Required
5+ years in a customer-facing senior leadership role
10+ years in or sales roles
Experience working for a B2B SaaS company that has scaled successfully through rapid growth
Proven success leading teams selling to banks, credit unions, insurers, and fintechs with deep knowledge of FSI buying cycles, regulatory requirements, and complex procurement processes
Excellent people management skills; high empathy and consideration for team morale and individual career progression
Experience building and scaling world-class teams; experience hiring, onboarding and training
Understand the development and implementation of large-scale, complex applications
Experience working for a company that provides a ‘mission critical' product
Benefits
Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
Retirement Benefits: 401(k) plan
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.
Company
Talkdesk
Talkdesk offers an enterprise contact center platform that allows companies to make the customer experience a competitive advantage.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$592.45MKey Investors
Transpose Platform ManagementViking Global InvestorsSalesforce Ventures
2025-09-01Debt Financing· $95M
2021-08-12Series D· $230M
2020-07-23Series C· $143M
Leadership Team
Tiago Paiva
Founder and CEO
Munil Shah
Chief Technology Officer
Recent News
Company data provided by crunchbase