Jobs
>
San Francisco

    Vice President, Sales- Financial Services - San Francisco, United States - Talkdesk

    Talkdesk
    Talkdesk San Francisco, United States

    2 weeks ago

    Default job background
    Description
    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 #8 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

    Duties And Responsibilities

    • Develop and implement a comprehensive sales strategy to achieve revenue targets and expand market share within the financial services vertical
    • Build and maintain strong relationships with key decision-makers, influencers, and stakeholders at target accounts, including banks, credit unions, and other financial institutions
    • Manage, coach, and mentor both people managers and independent contributors
    • Oversee the strategy and planning for the entire customer lifecycle
    • Deliver best-in-class customer retention and growth metrics
    • Use a data-driven approach to building pipeline and growth plans
    • Translate business objectives into an execution strategy and successfully execute on the strategy
    • Engage deeply with our customers; attending QBRs, facilitating thought leadership, and establishing close relationships with executives
    • Serve as a brand ambassador for Talkdesk, championing our CX values
    • Work closely with Product and Marketing on customer advocacy programs
    • Collaborate with the Channel, Marketing and CSM teams to champion the needs of our customers
    • Develop deep understanding of the Talkdesk product and the competitive space, with the ability to speak about the Talkdesk platform
    • Utilize CRM and other sales tools to track performance metrics, monitor pipeline activity, and generate accurate sales forecasts for senior leadership.

    Qualifications

    • Minimum of 10 years of progressive experience in software sales, with at least 5 years in a leadership role focused on the financial services vertical
    • 15+ years in or sales roles
    • Deep understanding of financial services technology, including core banking systems, wealth management platforms, and regulatory compliance solutions.
    • Demonstrated ability to build and maintain relationships with C-level executives and key decision-makers in the financial services industry
    • Experience working for a B2B SaaS company that has scaled successfully through rapid growth
    • Excellent people management skills; high empathy and consideration for team morale and individual career progression
    • Experience building and scaling world-class teams; experience hiring, onboarding and training
    • Understand the development and implementation of large-scale, complex applications
    • Experience working for a company that provides a 'mission critical' product
    • Experience in roles requiring heavy analytics and excel work
    • Experience with Salesforce Service Cloud and Zendesk is preferred

    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.
    #J-18808-Ljbffr
  • University of California San Francisco

    Financial Services Analyst

    2 days ago

    University of California San Francisco San Francisco, United States

    The Finance Services Analyst will provide support to the central finance team in a variety of service areas including procurement, accounts payable, capital asset management, space management, lien removal, match exception, and special projects.For roles covered by a bargaining u ...

  • Google

    Financial Analyst, Devices and Services

    1 week ago

    Google San Francisco, United States

    **Minimum qualifications**: · - Bachelor's degree in Business, Finance, Economics, Statistics, another quantitative field, or equivalent practical experience · - 4 years of experience in financial planning and analysis (FP&A), consulting, or a related function, or 1 year with a r ...

  • EY

    Financial Services

    3 hours ago

    EY San Francisco, United States Paid Work

    EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the b ...

  • EY

    Financial Services

    3 hours ago

    EY San Francisco, United States Paid Work

    EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the b ...

  • Fidelity Investments

    Financial Services Representative

    3 weeks ago

    Fidelity Investments San Francisco, United States

    Job Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...

  • Chosen Ones

    Financial services professional

    2 weeks ago

    Chosen Ones San Francisco, United States

    Job Description · Job Description · SALES POSITIONS FILLING UP FAST NO SALES EXPERIENCE NECESSARY · Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force i ...

  • Chosen Ones

    Financial services professional

    1 week ago

    Chosen Ones San Francisco, United States

    Job Description · Job DescriptionSALES POSITIONS FILLING UP FAST NO SALES EXPERIENCE NECESSARY · Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force in Nor ...

  • Premier Truck Group

    Financial Services Manager

    2 weeks ago

    Premier Truck Group West Valley City, United States

    Finance and Insurance Sales Responsibilities: · Builds rapport with customers to build a base of referrals to establish customer network · Collaborate with Sales team to ensure 100% deal turnover · Maintains impeccable reputation with lenders · Produces & submits accurate pap ...

  • Chinese Hospital

    Director of Patient Financial Services

    6 days ago

    Chinese Hospital San Francisco, United States

    Position Summary · The Director of Patient Financial Services will be responsible for overall performance of Chinese Hospital's patient accounting and patient access functions. Core responsibilities will be to assist in overseeing onsite staff as it relates data capture, insuranc ...

  • Franklin Energy

    Regional Financial Analyst-Services

    2 weeks ago

    Franklin Energy San Francisco, United States

    · Position at Franklin Energy · COMPANY Summary · As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the central challenge of our times - to help drive the transition to net-zero carbon economies while ensuring that no working f ...

  • chinesehospital-sf

    Director of Patient Financial Services

    3 weeks ago

    chinesehospital-sf San Francisco, CA, United States

    About This Role Department · Patient Accounting and Patient Registration · Reports to · CFO · Type · Full Time · Requisition # · 12299 · Position Summary · The Director of Patient Financial Services will be responsible for overall performance of Chinese Hospital's patien ...

  • Chinese Hospital

    Director of Patient Financial Services

    5 days ago

    Chinese Hospital San Francisco, United States

    Position Summary · The Director of Patient Financial Services will be responsible for overall performance of Chinese Hospital's patient accounting and patient access functions. Core responsibilities will be to assist in overseeing onsite staff as it relates data capture, insuran ...

  • Lockton, Inc.

    Account Manager- Financial Services

    2 weeks ago

    Lockton, Inc. San Francisco, United States

    Job Summary: · • Services designated book of business as relating to marketing, claims, and administration · • Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolution · • Supports implementation of new lines of coverage ...

  • Lockton Companies

    Account Manager- Financial Services

    3 weeks ago

    Lockton Companies San Francisco, United States

    At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing ...

  • Lockton, Inc.

    Account Manager- Financial Services

    3 weeks ago

    Lockton, Inc. San Francisco, United States

    Job Summary: · • Services designated book of business as relating to marketing, claims, and administration · • Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolution · • Supports implementation of new lines of coverage ...

  • Knewsales Group

    Financial Services Sales Rep

    1 week ago

    Knewsales Group West Valley City, United States

    All prior sales experience accepted · We are looking for individuals who are excellent at using the power of communication to engage and inform those around them · As an Associate Sales Representative for a major travel credit card company, you would work at a stationed kiosk w ...

  • Peralta Community College District

    College Director of Financial Aid Services

    1 week ago

    Peralta Community College District Alameda, United States

    Job Title College Director of Financial Aid Services - College of Alameda Time Base 40 hrs/week 12 months/year Compensation Salary Range: $126,038 - $154,046/yr. plus an additional 20% yearly stipend. The maximum initial placement is Step 3 depending on experience. Position Type ...

  • Withum

    Financial Services Audit Senior Associate

    3 weeks ago

    Withum San Francisco, United States

    Looking to work at a firm that encourages a work life balance? · Withum · is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of · Strength · SM · in today's modern business landscape.Withum empowers clients with innovat ...

  • Kaye/Bassman International

    Head of Marketing, Banking and Financial Services

    3 weeks ago

    Kaye/Bassman International San Francisco, CA, United States

    Marketing Manager Product Launch – Cardiovascular Med Device · ~7+ years of med device, pharma or healthcare industry experience · ~ A Bachelor's Degree or better is required; as is an MBA or similar advanced degree · You will be responsible for developing marketing plans and ...

  • Monterra Credit Union

    Financial Services Advisor

    21 hours ago

    Monterra Credit Union San Francisco, United States Permanent

    Do you possess a broad knowledge of financial products and services? · Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? · Would you like to work at · ...