Senior Manager, Solutions Engineer (FSI)
New
T
TalkdeskFinancial Services & Insurance
Remote - United StatesFull-TimeManager
Salary$220,000 - $330,000 (OTE 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.
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Job Details
- Experience
- 7+ years of experience in Solution Engineering / Pre-Sales, with at least 3–5+ years in people management leading teams
- Required Skills
- People ManagementHIPAA
Requirements
- Have 7+ years of experience in Solution Engineering or Pre-Sales.
- Have at least 3–5+ years of people management experience leading teams.
- Bring deep expertise in Financial Services & Insurance (FSI).
- Have proven success navigating complex enterprise deals, procurement cycles, and regulatory standards such as PCI-DSS, SOC 2, FINRA, or HIPAA.
- Have hands-on experience with AI-powered SaaS solutions.
- Demonstrate a track record of developing teams and building repeatable sales engineering processes.
- Bring strong technical acumen and the ability to explain complex concepts to technical and non-technical audiences.
- Communicate effectively with C-level audiences and manage escalations.
- Experience in Contact Center, CCaaS, or CX technology is preferred.
Responsibilities
- Lead, coach, and mentor a team of solution engineers.
- Develop repeatable pre-sales methodologies and best practices for a high-volume FSI segment.
- Recruit, hire, and onboard solution engineering talent.
- Partner with Sales and Customer Success on pipeline strategy, account coverage, and customer outcomes.
- Collaborate with Product and Engineering to share customer feedback, advocate for roadmap priorities, and resolve feature requests and support escalations.
- Coordinate with Professional Services on pre-sales handoffs, implementation, and value realization.
- Define and manage team KPIs, forecast accuracy, and performance metrics.
- Participate in forecast calls, communicate technical deal status and risks, and develop mitigation strategies with Sales.
- Build trust with client leadership to remove roadblocks, manage escalations, and support long-term customer success.
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