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Vice President, Sales- Financial Services



Accounting & Finance, Sales & Business Development
San Francisco, CA, USA
Posted on Friday, May 10, 2024

At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our global footprint. Each day, thousands of employees, customers, and partners all over the world trust Talkdesk to deliver a better way to great experiences.

We are recognized as a cloud contact center leader by many of the most influential research organizations, including Gartner and Forrester. With $498 million in total funding, a valuation of more than $10 Billion, and a ranking of #8 on the Forbes Cloud 100 list, now is the time to be part of the Talkdesk legacy to help accelerate our success in a new decade of transformational growth.

At Talkdesk, we embrace FAST, our fundamental operating principles that define who we are as an organization. These principles drive us to make the impossible possible. FAST: Focus + Accountability + Speed = Talkdesker.

  • Focus: Focus time, energy and attention on what is most impactful for the business and thoughtful about how and when to partner with others.
  • Accountability: Hold self and others accountable to meet commitments and drive results. Accept responsibility for successes and failures.
  • Speed: Execute with agility and urgency. Act promptly, decisively, and without delay. Make good and timely decisions that keep the organization moving forward.
  • Talkdesker: YOU!

Duties and Responsibilities:

  • Develop and implement a comprehensive sales strategy to achieve revenue targets and expand market share within the financial services vertical
  • Build and maintain strong relationships with key decision-makers, influencers, and stakeholders at target accounts, including banks, credit unions, and other financial institutions
  • Manage, coach, and mentor both people managers and independent contributors
  • Oversee the strategy and planning for the entire customer lifecycle
  • Deliver best-in-class customer retention and growth metrics
  • Use a data-driven approach to building pipeline and growth plans
  • Translate business objectives into an execution strategy and successfully execute on the strategy
  • Engage deeply with our customers; attending QBRs, facilitating thought leadership, and establishing close relationships with executives
  • Serve as a brand ambassador for Talkdesk, championing our CX values
  • Work closely with Product and Marketing on customer advocacy programs
  • Collaborate with the Channel, Marketing and CSM teams to champion the needs of our customers
  • Develop deep understanding of the Talkdesk product and the competitive space, with the ability to speak about the Talkdesk platform
  • Utilize CRM and other sales tools to track performance metrics, monitor pipeline activity, and generate accurate sales forecasts for senior leadership.


  • Minimum of 10 years of progressive experience in software sales, with at least 5 years in a leadership role focused on the financial services vertical
  • 15+ years in or sales roles
  • Deep understanding of financial services technology, including core banking systems, wealth management platforms, and regulatory compliance solutions.
  • Demonstrated ability to build and maintain relationships with C-level executives and key decision-makers in the financial services industry
  • Experience working for a B2B SaaS company that has scaled successfully through rapid growth
  • 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
  • Experience in roles requiring heavy analytics and excel work
  • Experience with Salesforce Service Cloud and Zendesk is preferred

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.)

The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. 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.