Note: The job is a remote job and is open to candidates in USA. Talkdesk is pioneering Customer Experience Automation through AI-first solutions that help brands improve customer interactions. The Senior Manager, Solutions Engineer will lead and scale a high-performing solutions engineering team serving the Financial Services and Insurance segment, driving pre-sales strategy, team development, cross-functional collaboration, and customer success.
Responsibilities
- Report to the Sr. Director of Solutions Engineering, Americas
- 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
- 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
- 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
- Experience in the Contact Center, CCaaS, or CX technology space preferred
Benefits
- Long term incentives in the form of equity, based on level and role
- Short term incentives of either bonus or commission, based on level and role
- Medical, Dental, Vision, Life and Disability Insurance
- Employee Assistance Program (EAP)
- 401(k) plan
- Uncapped paid time off program for exempt employees, subject to manager approval and consistent with business needs
- Accrual-based paid time off program for non-exempt employees, subject to manager approval and consistent with business needs
- 14 paid holidays each year
- Uncapped paid time off for exempt employees, subject to manager approval and consistent with business needs
- Accrual-based sick leave for non-exempt employees, subject to manager approval and consistent with business needs
Company Overview
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