Enterprise Account Executive, Financial Services
TalkdeskCharlotte$220k – $240kPosted 31 March 2026
Job Description
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!
Responsibilities:
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
Requirements:
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, dynami ... (truncated, view full listing at source)
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