Senior Manager, Solutions Engineer (FSI)

The role

You will lead, coach, and mentor a team of solution engineers in the Financial Services & Insurance domain. You will drive scalable pre-sales motions and partner with Sales, Product, and Engineering to ensure customer outcomes.

What you will do

• Report to the Sr. Director of Solutions Engineering, Americas
• Lead, coach, and mentor a team of solution engineers
• Drive scalable pre-sales motions across a high-volume FSI segment
• Recruit, hire, and onboard top solution engineering talent
• Partner with RVPs of Sales, Account Executives, and Customer Success
• Collaborate with Product and Engineering to surface customer feedback
• Work cross-functionally with Professional Services for handoffs
• Define and manage team KPIs, forecast accuracy, and performance metrics
• Participate actively in forecast calls
• Develop trust with client leadership to remove roadblocks

Required qualifications

• 7+ years of experience in Solution Engineering / Pre-Sales
• 3–5+ years in people management leading teams
• Deep domain expertise in Financial Services & Insurance (FSI)
• Proven success navigating complex enterprise deals, procurement cycles, and regulatory standards (e.g., PCI-DSS, SOC 2, FINRA, HIPAA)
• Proven ability to lead and develop teams at scale
• Strong technical acumen
• Excellent communication and executive presence

Nice to have

• Familiarity with how AI is applied in customer experience, contact center, or adjacent domains
• Experience in the Contact Center, CCaaS, or CX technology space

Benefits

• Medical, Dental, Vision, Life and Disability Insurance
• Employee Assistance Program (EAP)
• 401(k) plan
• Uncapped paid time off for exempt employees
• Accrual-based paid time off for non-exempt employees
• 14 paid holidays each year
• Uncapped paid sick leave for exempt employees
• Accrual-based paid sick leave for non-exempt employees

About the company

Talkdesk is pioneering a new era of Customer Experience Automation (CXA) through AI. The company is a global leader in Contact Center as a Service (CCaaS).