Enterprise Account Executive, Financial Services

About Talkdesk Talkdesk® is leading a new era in customer experience with Customer Experience Automation (CXA)—a new category and platform designed to automate the full complexity of modern customer journeys. CXA replaces fragmented, human-coordinated workflows with autonomous, multi-agent AI orchestration that scales across service, sales, and support. At the core of CXA is the Talkdesk Data Cloud, which unifies structured and unstructured data—from CRMs, tickets, transcripts, and notes—into real-time, contextual knowledge. This enables AI agents to act with precision, resolve complex issues, and improve over time. CXA supports both cross-industry workflows and vertical-specific use cases in healthcare, financial services, retail, utilities, travel, and government. With a modular design, prebuilt agents, and a continuous automation cycle—Discover, Build, Orchestrate, Measure—Talkdesk delivers rapid time-to-value and long-term impact. Enterprises can modernize operations, reduce cost-to-serve, and drive sustainable growth—without needing a full rip-and-replace. Trusted by global brands, Talkdesk is transforming how the world delivers customer experience.

Talkdesk

Customer Experience. Automated.

Customer ExperienceCustomer ServiceCSATCXContact CenterCCaaSCustomer Experience AutomationCustomer Experience SoftwareContact Center as a ServiceCloud Contact Center

See all employees

T

talkdesk.com

1,001-5,000 employees

Software Development

San Francisco, CA

2011

Privately Held

385k LinkedIn followers

Raised $592.5M

• Responsible for new business development within large enterprise accounts and closing of opportunities within the Finance industry
• Foster and expand the company’s relationship with business units, divisions and the overall enterprise customers
• Create and cultivate a close relationship with strategic alliances
• Understand the customers’ business strategy and direction and manage a long term, sustainable business portfolio
• Manage the end to end sales process through engagement of appropriate resources such as Sales Engineers, Professional Services, Executives, Partners etc.
• Bringing innovative ideas that showcase case Talkdesk’s competitive advantage and disruptive mindset
• Meet and exceed quarterly and annual revenue/quota through the management and execution of the Talkdesk sales process
• Develop a comprehensive sales strategy and a sales plan that ensures consistent achievement of objectives over the short- and long-term for your coverage model
• Build lasting, meaningful relationships with other members of management, team, and prospect/customer community
• Build and align with the Talkdesk sales Go-to-Market plan to develop and own accountability for region’s market segmentation and targeted accounts
• Develop essential internal relationships to provide the support necessary to manage accounts and close deals
• Communicate accurate and realistic forecast information to the management team per our process and policy
• Communicate market reaction and needs back to headquarters in a productive manner
• Take an active role in solving problems, which involve other functional areas, instead of “dumping problems at the factory door”
• Take the lead in prioritizing the needs of customers so that engineering and other functional areas can focus on the right tasks and issues

• Travel required: 50%+
• Previous experience in selling Enterprise software solutions into Financial Services related accounts
• 8+ years of outside/direct sales experience carrying / exceeding quota, preferably SaaS
• Experience positioning through strategic value based selling
• Experienced in selling SaaS-based solutions, managing complex sales practices and solution-based selling to CXO, senior management and director-level individuals
• Analytical, with strong business acumen
• Flexible personality, able to adapt to surroundings
• Analytical and business deal-making capability, ability to ferret out opportunities, create positive relationships, find the hidden issues during due diligence, and bring the transaction to closure successfully
• Demonstrated track record in the planning, development, and implementation of new business activity involving leading-edge technology
• Proven ability to grow revenues to a substantial level and scale bookings growth and net-new customers
• Excellent communication and presentation skills
• Extensive negotiation and contract development experience
• Comfortable operating in a fast-paced, dynamic startup environment
• CCaaS knowledge is a plus
• BA/BS degree
• Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.
• Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
• 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.)

• Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.
• Paid Holidays: Talkdesk offers 14 paid holidays each year.
• Paid Sick Leave: Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.
• Method of Application: Apply online.
• Application Window: The application window is expected to close at least 3 days from the posting date. The application was posted on 10/21/2026
• Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.
• All questions or concerns about this posting should be directed to the Talent team at Talent@talkdesk.com.
• Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.
• Talkdesk has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!