Solutions Engineer - Banking & FSI (East)

Talkdesk is pioneering a new era of Customer Experience Automation, redefining how brands interact with customers through AI. The Solutions Engineer - Banking, Financial Services, & Insurance (FSI) works closely with sales teams to provide consulting and technical expertise, ensuring the delivery of tailored AI-powered solutions to clients in the financial sector.

Responsibilities:

• Conducts research to prepare for upcoming meetings with prospects to understand their business environment, market, customers, competitors and general business challenges
• Carries out discovery conversations with customers to understand their needs and requirements for a new solution
• Uncovers customer pains, learns about customer's objectives and potential needs, gathers metrics necessary for pricing and/or value discussions
• Listens to the customer to gather information that can be leveraged in upcoming presentations
• Uses their in-depth knowledge of Talkdesk solutions and capabilities to specify the appropriate solution(s) for customer needs and requirements
• The SE is continually learning about Talkdesk solutions to keep up with innovations and new releases of TD software
• Designs and delivers presentations to customers, on-site & virtual, showing Talkdesk’s capabilities, aligned to the customer's pains and needs that were uncovered during Discovery
• Generates simple value statements illustrating the financial value of a Talkdesk solution to customers
• Assists with scoping SOWs for customer implementations as needed
• Scopes, executes and manages customer pilots and POCs
• Respond to functional and technical RFI/RFP requirements and mapping said requirements to the software solution
• Work closely with product management and engineering teams to ensure that customer feedback is incorporated into product roadmaps
• Assists with marketing and demand generation events as necessary

Requirements:

• B.S. Computer Science, Software Engineering, AI, MIS or equivalent work experience
• 1-3 years as a Solutions Engineer in SaaS
• Industry related experience in selling to SMBs, and Mid-Market sized enterprises
• Ability to command the attention in a room by delivering compelling presentations and demonstrations
• Good problem solving skills, including the ability to meet a business requirement with a technical solution
• Ability to communicate complex technical concepts to both technical and non-technical audiences
• Excellent presentation and communication skills, including the ability to lead technical discussions and demonstrations with customers
• Knowledge of Customer Relationship Management Software, ITSM, Data Warehousing, Business Intelligence is a plus
• Knowledge of UCaaS, CCaaS software is a plus
• Knowledge in web / scripting technologies is a plus