Strategic Partner Account Director, Financial Services

<div class="content-intro"><p>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.</p> <p>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!</p></div><h3><strong>Position Overview</strong></h3> <p>As a Strategic Partner Account Director for Financial Services at<strong> </strong>Talkdesk, you will lead the growth and enablement of our partner ecosystem within banking, credit unions, insurance, wealth management, and fintech markets. You will cultivate strategic alliances that accelerate adoption of Talkdesk’s AI-powered, cloud-native CCaaS platform, enabling partners to deliver secure, compliant, and frictionless customer experiences.</p> <p>Your role is to position Talkdesk (and our agentic AI capabilities) as the preferred solution for transforming contact centers, automating workflows, improving fraud detection and prevention, and enhancing customer satisfaction across the financial services lifecycle.</p> <h3><strong>Key Responsibilities</strong></h3> <h4><strong>Strategic Relationship Ecosystem Leadership</strong></h4> <ul> <li>Develop and manage executive-level partner relationships across banks, credit unions, insurance carriers, and fintech solution providers.</li> <li>Act as a trusted advisor on CCaaS modernization, omnichannel experiences, and AI-driven automation strategies.</li> <li>Build long-term partner business plans that align Talkdesk capabilities to industry needs such as fraud prevention, claims processing, lending, and member services.</li> </ul> <h4><strong>AI CCaaS Business Development</strong></h4> <ul> <li>Grow adoption of Talkdesk AI solutions including agent assist, workflow automation, intelligent routing, generative knowledge bases, and predictive analytics.</li> <li>Enable partners to position Talkdesk around financial outcomes: reduced operational cost-to-serve, improved NPS, reduced fraud losses, and increased digital containment.</li> <li>Support vertical solution alignment with Talkdesk products (e.g., Banking Services Excellence, Insurance CX, Credit Union Playbooks).</li> </ul> <h4><strong>Go-to-Market Co-Sell Execution</strong></h4> <ul> <li>Define co-sell and co-market strategies tailored to financial compliance and buyer cycles.</li> <li>Orchestrate partner + Talkdesk collaboration for account-based engagements, channel pipeline growth, and Salesforce attribution.</li> <li>Support integration strategies with core banking, CRM, payment, insurance, and fintech platforms.</li> </ul> <h4><strong>Cross-Functional Partnership Enablement</strong></h4> <ul> <li>Serve as the internal voice of the partner, collaborating across Product, Engineering, Security, Legal, Marketing, and Customer Success.</li> <li>Drive enablement programs ensuring partners can confidently sell, deploy, and support AI-powered CCaaS in regulated environments.</li> <li>Gather and communicate partner-led insights to inform vertical product enhancements.</li> </ul> <h4><strong>Contracting Negotiation</strong></h4> <ul> <li>Lead contractual discussions including reseller frameworks, referral agreements, revenue-sharing, ... (truncated, view full listing at source)