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!

What is a Financial Services Account Executive at Talkdesk . . .

The Financial Services Industry (FSI) Sales team focuses on driving new logo and expansion sales within Financial Services & Insurance accounts. As an FSI Account Executive, you will be responsible for establishing the TalkDesk footprint in the Western US, with a specific focus on financial services and insurance target accounts in your assigned territory.

Job Overview:

Prior Success:

• Consistently surpassed sales targets at growing companies focusing on new logo accounts in the financial services industry
• Demonstrated success in positioning disruptive or transformational SaaS solutions to C-level and other senior executives
• Track record of negotiating and closing 6-7 figure, multi-year contracts with the top 450 banks and 125 CUs by AUM

Strategic/Value Selling:

• Develop and maintain strategic account plans to drive revenue growth and expand market presence.
• Craft tailored solutions that engage executives and drive successful outcomes.
• Showcase competitive edge through advanced sales techniques and strategic planning.

Collaborative Selling:

• Collaborate with internal teams and channel partners to maximize sales potential and enhance lead generation.
• Engage internal and external resources to advance deal cycles and foster credibility.

New Account Development:

• Prospect and secure new logo accounts and consistently exceed sales targets.
• Utilize creative methods to personally generate leads for new logo opportunities.
• Independently develop and manage a pipeline of new logo opportunities, aiming for 4x-5x coverage

Operational Excellence:

• Drive the sales cycle from pipeline to closure, engaging C-level executives and negotiating effectively.
• Maintain operational excellence with a structured deal qualification framework and sales methodology.

Executive-level Communication:

• Demonstrate executive-level communication skills, deliver captivating presentations and foster interactive dialogue to influence decisions and accelerate deals.
• Exhibit thought leadership, handle objections, and navigate pricing discussions with finesse.

Technical Acumen/Aptitude:

• Rapidly grasp new SaaS technology, showing readiness to discuss solutions with potential and current customers.
• Commit to continual learning for personal and organizational growth, with a specific interest in Generative AI technology.

Talkdesk FAST Operating Principles:

• Prioritize impactful actions, hold yourself and others accountable for results, and execute decisively
• Act promptly and make timely decisions to propel the organization forward with agility and urgency

• Prospect and secure new logo accounts by effectively positioning our disruptive SaaS solutions to C-level and other financial services senior executives.
• Develop and execute strategic account plans to drive successful outcomes and showcase our competitive edge.
• Collaborate with internal and external resources to advance deal cycles and maximize close potential.
• Creatively generate leads for new logo opportunities and diversify client portfolio to ensure consistent quota achievement.
• Engage with channel partners to maximize sales potential and enhance lead generation.
• Drive the sales cycle from pipeline to closure, engaging all stakeholders and negotiating effectively.
• Deliver compelling presentations and engage in executive-level communication to influence decision-makers and accelerate deal velocity.
• Keep updated on market trends, learn your prospective customers’ business and maintain a strong understanding of our SaaS technology and competitive landscape

• 5+ year proven track record of exceeding sales targets selling SaaS solutions to the financial services sector
• Demonstrated understanding of financial services industry trends and challenges
• Experience selling disruptive or transformational SaaS solutions to C-level executives
• Strong understanding of strategic selling techniques and ability to craft tailored messages that align to prospective customer business and economic drivers
• Excellent communication and negotiation skills, with the ability to engage executive-level audiences
• Proficiency in CRM software and sales productivity tools.
• Ability to thrive in a fast-paced, dynamic startup environment.

• Opportunity to be part of a fast-growing company at the forefront of innovation in the SaaS industry.
• Ability to make a significant impact and drive meaningful change in how businesses engage with their customers.
• Competitive salary with uncapped commission potential and comprehensive benefits package.
• Collaborative and inclusive company culture that values creativity, teamwork, and personal growth.

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.