Senior Manager, Solutions Engineer – FSI

Talkdesk

. Report to the Sr. Director of Solutions Engineering, Americas . Lead, coach, and mentor a team of solution engineers . Build a culture of continuous learning, accountability, and customer obsession . Drive scalable

Posted 9/28/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in Solution Engineering and Pre-Sales within the Financial Services and Insurance sectors, with a strong focus on team leadership, customer outcomes, and navigating complex enterprise deals. Proven ability to build high-performing cultures and implement scalable pre-sales methodologies.

Highest-signal resume keywords

Solution EngineeringPeople ManagementFinancial Services & Insurance ExpertiseAI-Powered SaaS SolutionsCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pre-SalesTeam LeadershipSales Engineering ProcessesTechnical AcumenKPI ManagementForecast AccuracyComplex Deal NavigationRegulatory Standards ComplianceCustomer Experience StrategyConsulting Mindset

Soft Skills

CoachingCommunicationExecutive PresenceProblem SolvingCustomer Obsession

Tools & Technologies

AI SolutionsContact Center TechnologyCCaaS

Certifications & Qualifications

PCI-DSSSOC 2FINRAHIPAA

Industry Keywords

Financial ServicesInsuranceEnterprise DealsProcurement CyclesCustomer Success

About the role

Key responsibilities & impact

Report to the Sr. Director of Solutions Engineering, Americas
Lead, coach, and mentor a team of solution engineers
Build a culture of continuous learning, accountability, and customer obsession
Drive scalable pre-sales motions across a high-volume FSI segment
Develop repeatable methodologies and best practices
Recruit, hire, and onboard solution engineering talent
Partner with Sales, Account Executives, and Customer Success on pipeline strategy, account coverage, and customer outcomes
Collaborate with Product and Engineering on customer feedback, roadmap priorities, feature requests, and support escalations
Work with Professional Services on pre-sales-to-implementation handoffs and value realization
Define and manage team KPIs, forecast accuracy, and performance metrics
Participate in forecast calls and provide visibility into technical deal status
Surface risks and develop mitigation strategies with Sales
Develop trust with client leadership, remove roadblocks, navigate escalations, and ensure long-term customer success and loyalty

Requirements

What you’ll need

7+ years of experience in Solution Engineering / Pre-Sales
At least 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 such as PCI-DSS, SOC 2, FINRA, and HIPAA
Hands-on experience with AI-powered SaaS solutions
Experience applying AI in customer experience, contact center, or adjacent domains is a strong plus
Proven ability to lead and develop teams at scale
Track record of building high-performing cultures and repeatable sales engineering processes
Strong technical acumen
Ability to engage credibly with technical buyers and translate complex concepts for non-technical audiences
Experience in the Contact Center, CCaaS, or CX technology space preferred
Consulting mindset focused on customer outcomes
Excellent communication and executive presence
Comfortable navigating C-level conversations and managing escalations
Cross-functional collaboration in a fast-paced, high-growth environment
Passion for coaching others and helping customers solve complex problems with innovative technology

Benefits

Comp & perks

Medical, Dental, Vision, Life and Disability Insurance
Employee Assistance Program (EAP)
401(k) plan
Uncapped paid time off program for exempt employees
Accrual-based paid time off program for non-exempt employees
14 paid holidays each year
Long term incentives in the form of equity
Short term incentives of either bonus or commission
Inclusive and diverse work environment
AI-assisted interview process with consent requested before recording