Strategic Partner Account Director, Financial Services
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Job Location:
Salt Lake, UT - USA
Monthly Salary:
$ 150 - 180
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
At Talkdesk we are courageous innovators focused on redefining the customer experience making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And we give back to our community by volunteering our time supporting non-profits and minimizing our global footprint. Each day thousands of employees customers and partners all over the world trust Talkdesk to deliver a better way to great experiences.
We are recognized as a cloud contact center leader by many of the most influential research organizations including Gartner and Forrester. With $498 million in total funding a valuation of more than $10 Billion and a ranking of #16 on the Forbes Cloud 100 list now is the time to be part of the Talkdesk legacy to help accelerate our success in a new decade of transformational growth.
At Talkdesk we embrace FAST our fundamental operating principles that define who we are as an organization. These principles drive us to make the impossible possible. FAST: Focus Accountability Speed Talkdesker.
- Focus: Focus time energy and attention on what is most impactful for the business and thoughtful about how and when to partner with others.
- Accountability: Hold self and others accountable to meet commitments and drive results. Accept responsibility for successes and failures.
- Speed: Execute with agility and urgency. Act promptly decisively and without delay. Make good and timely decisions that keep the organization moving forward.
- Talkdesker: YOU!
Position Overview
As a Strategic Partner Account Director for Financial Services at 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 Talkdesks AI-powered cloud-native CCaaS platform enabling partners to deliver secure compliant and frictionless customer experiences.
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.
Key Responsibilities
Strategic Relationship & Ecosystem Leadership
- Develop and manage executive-level partner relationships across banks credit unions insurance carriers and fintech solution providers.
- Act as a trusted advisor on CCaaS modernization omnichannel experiences and AI-driven automation strategies.
- Build long-term partner business plans that align Talkdesk capabilities to industry needs such as fraud prevention claims processing lending and member services.
AI & CCaaS Business Development
- Grow adoption of Talkdesk AI solutions including agent assist workflow automation intelligent routing generative knowledge bases and predictive analytics.
- Enable partners to position Talkdesk around financial outcomes: reduced operational cost-to-serve improved NPS reduced fraud losses and increased digital containment.
- Support vertical solution alignment with Talkdesk products (e.g. Banking Services Excellence Insurance CX Credit Union Playbooks).
Go-to-Market & Co-Sell Execution
- Define co-sell and co-market strategies tailored to financial compliance and buyer cycles.
- Orchestrate partner Talkdesk collaboration for account-based engagements channel pipeline growth and Salesforce attribution.
- Support integration strategies with core banking CRM payment insurance and fintech platforms.
Cross-Functional Partnership Enablement
- Serve as the internal voice of the partner collaborating across Product Engineering Security Legal Marketing and Customer Success.
- Drive enablement programs ensuring partners can confidently sell deploy and support AI-powered CCaaS in regulated environments.
- Gather and communicate partner-led insights to inform vertical product enhancements.
Contracting & Negotiation
- Lead contractual discussions including reseller frameworks referral agreements revenue-sharing and strategic investments.
- Ensure compliance with data privacy resiliency and financial regulatory considerations.
Performance & Reporting
- Define and track KPIs: partner-influenced revenue pipeline growth AI adoption rates and customer satisfaction.
- Present insights and performance to Talkdesk leadership and partner executives.
Financial Services Responsibilities
- Develop partner relationships across retail & commercial banking credit unions insurance and capital markets.
- Align Talkdesks solutions to industry priorities including:
- fraud and identity verification
- loan origination and servicing
- claims management
- policyholder/member engagement
- digital collections
- wealth advisory & client onboarding
- Navigate compliance and security expectations such as PCI-DSS SOC2 GLBA FFIEC and resiliency requirements.
- Bring agentic AI value propositions focused on customer trust and risk mitigation - not just efficiency.
- Support partners in delivering customer experiences that are secure compliant personalized and automated.
Qualifications
- 15 years in strategic partnerships channel sales or enterprise software alliances.
- Experience in financial services or fintech-related technology ecosystems.
- Proven success in building and scaling revenue-driven partnership programs.
- Strong understanding of CCaaS cloud AI and customer experience transformation.
- Experience negotiating partnership and co-sell agreements.
- Proficiency with Salesforce and partner attribution models.
Preferred
- Background working with regulated environments and security-compliance frameworks.
- Knowledge of banking credit union or insurance technology stacks and integration ecosystems.
- Familiarity with financial core systems CRMs and payment providers.
Competencies
- Strong executive communication and trusted advisor presence.
- Ability to articulate AI/CCaaS business value in financial terms - ROI risk resiliency.
- Skilled in navigating complex decision cycles across IT security operations and CX teams.
- Entrepreneurial mindset with a passion for innovation and co-creation with partners.
Why This Role Matters at Talkdesk
This role accelerates Talkdesk leadership in Financial Services by driving adoption of:
- secure compliant AI-powered contact center modernization
- workflow automation to streamline claims lending payments & servicing
- fraud reduction and identity verification
- omnichannel experience improvements
Pay Range (Base Pay): $150k-$180k
Other Types of Pay:Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.
Health Insurance:Medical Dental Vision Life and Disability Insurance Employee Assistance Program (EAP).
Retirement Benefits:401(k) plan
Paid Time Off:Talkdesk offers an uncapped paid time off program subject to manager approval and consistent with business needs.
Paid Holidays: Talkdesk offers 14 paid holidays each year.
Paid Sick Leave:Employees have uncapped paid time off subject to manager approval and consistent with business needs.
Method of Application:Apply online.
Application Window: The application window is expected to close at least 5 days from the posting date. The application was posted on 1/6/2026.
All questions or concerns about this posting should be directed to the Talent team at .
Work Environment and Physical Requirements:
Primarily office-environment work extended periods of sitting or standing computer-based work. Limited lifting and equipment usage limited to computer-related equipment (keyboards mouse etc.)
The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution and we firmly believe that the best path to success for our mission is inclusivity diversity and genuine acceptance. To that end we will hire promote work along cheer for bond with and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity indigenous heritage national origin religion gender gender identity gender expression sexual orientation age disability marital status veteran status genetic information or any other legally protected status.
Required Experience:
Director
Key Skills
- Electro Mechanical
- Instrument Maintenance
- Adobe Dreamweaver
- Document Control Management
- E-Commerce
About Company
Talkdesk is a global cloud contact center leader for modern AI-powered customer service that is trusted, flexible, and innovative. Get a demo today.
