Senior Solutions Engineer - Banking & FSI (East)
$157k - $235kTalkdesk
The Senior Solutions Engineer - Banking, Financial Services, & Insurance (FSI) is a expert who understands the specific needs of small and medium sized enterprises and provides business-driven consulting to both prospective and existing customers. SEs offer industry-centric expertise that helps our Sales team establish clear value, differentiation, and trust in our AI-powered Contact Center and CX solutions. This individual is a seasoned practitioner with deep experience selling SaaS based solutions. They engage throughout the entire sales lifecycle, from pre‑sales engineering and technical qualification to solution architecture and post‑sale expansion. They are recognized thought leaders who confidently supports C‑level discussions, accelerates deal cycles, and helps identify and expand revenue opportunities in FSI. Key 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. Core Background B.S. Computer Science, Software Engineering, AI, MIS or equivalent work experience. 8+ years as a Solutions Engineer in SaaS Industry related experience in selling to Mid-Market and Enterprise 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 Pay Range (OTE): $157,000 - $235,000 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). 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. 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.). 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 Talkdesk
- ...Senior Java Backend DeveloperLocations: Irving, TX | Tampa, FL | Jersey City, NJEmployment: Full-Time / ContractHybrid: 4 Days Onsite | 1 Day RemoteFulltime or W2 ContractJoin a leading banking client to build and modernize enterprise-scale backend applications. We are...SeniorFull time
$109.9k - $125.4k
...Principal Auditor (Experienced Senior Auditor) Corporate Compliance Audits (Hybrid) Capital One's Audit function is a dedicated group... ...of experience in auditing one or more of the following areas: banking or financial services industry, risk management, or consumer...SeniorFull timePart timeLocal area3 days per week- Motion Recruitment is assisting a Financial Services client in Charlotte, NC with a Java Software Engineer role on a long-term contract. The position supports multiple U.S. locations including Charlotte, Minneapolis, Dallas, Phoenix and Iselin, with a 24-month duration...SeniorLong term contractBank staff
- EY seeks a Senior SAP Financial Services professional to lead delivery of SAP solutions for Banking, Insurance and Capital Markets. You will guide teams on S/4HANA Finance, compute reporting, and AI-assisted configuration in a hybrid, client-facing environment. The role...Senior
- ...authentic selves to their work build solutions that reach more diverse... ...years of Consulting or Industry (Banking, Fins) experience* Experience... ...base pay salary ranges: * East Bay, San Francisco, Silicon Valley... ...Principal: $184,000-$225,000* Senior Principal: $212,000-$258,000*...SuggestedTemporary workLocal area
- ...~ Hiring: Senior Java Backend Developer Locations: Irving, TX | Tampa, FL | Jersey City, NJ Employment: Full-Time / Contract... ...Onsite | 1 Day Remote Fulltime or w2 contract Join a leading banking client to build and modernize enterprise-scale backend...SeniorFull timeContract workRemote work
- ...Senior .NET Developer Location : Charlotte NC onsite Rate : $55/hr on w2 max... ...Cloud Technologies to support strategic Banking and Payments modernization initiatives.... ...Develop event-driven and distributed solutions using Kafka, MQ, or messaging platforms....Senior
- ...regulatory readiness. This team operates in a highly controlled banking environment where system reliability, fraud detection accuracy,... ...in Actimize Fraud IFM development and support? ~10+ years of senior-level application development or financial technology experience...Senior
- Exain Labs in Charlotte, NC seeks an experienced SAP MDG Consultant with strong SAP EPPM and SAP PS expertise to support banking and financial services projects. You will design and govern project master data, implement MDG configurations, and collaborate with PMO, finance...Senior
- Affirm is seeking a Senior Software Engineer to join its AI-native bank team in the United States. You will own bank systems end-to-end, from cloud infrastructure... ...to senior leadership. You\'ll ship AI-first solutions, manage vendor relationships, and help establish standards...SeniorRemote jobBank staff
- Everforth Apex Systems is seeking a seasoned Full Stack Developer to join our Online Banking, Mobile Web, and API Engineering team in Charlotte, NC. This hybrid role emphasizes designing scalable backend services, modern UIs, and automated testing, with a strong focus...Senior
- ...Bank Of America Business Banking Advisor At Bank of America, we are guided by a common purpose to help make financial lives better... ...job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key...SeniorWork experience placementWork at officeLocal areaShift workDay shift
- ...F.N.B. Corporation is seeking a Private Banker 3 to market private banking services to business owners and executives within an assigned region. You will manage client relationships to drive cross-sell opportunities across banking, wealth, and insurance while delivering...Senior
- ...Charlotte, NC is seeking a Private Banker 3 to market private banking services to business owners and executives. You will build strong... ...with internal partners, and delivering comprehensive financial solutions while maintaining expert knowledge of private banking practices...SeniorPrivate practice
$103.66k - $171.86k
...development, managing loans, and collaborating with various departments. Candidates must have at least 8 years of experience in commercial banking, a bachelor’s degree, and strong communication skills. The position offers a competitive salary range of $103,664 to $171,860 and...SeniorFull time$62 - $65 per hour
...$65.00/hr Immediate need for a talented Senior Java Developer with Kafka . This is a 12... ...Causal analysis 3. Develop shared/common solutions. Strong verbal and written communication... ...certification. Our client is a leading Banking and Financial Industry , and we are currently...SeniorContract workLocal areaImmediate start- ...Ameris Bank is seeking a Senior Commercial Relationship Manager in Charlotte, North Carolina. This role is focused on achieving deposit and... ...loan growth objectives, making sales calls, and customizing solutions for business customers. The ideal candidate will manage a...Senior
- BNI in Charlotte, NC seeks a Sr. Accountant who owns the Accounts Payable and Banking review layer for the Americas region. This role oversees Accounts Payable, accruals, prepaid expenses, banking, debt and related foreign exchange close activities while coordinating a...Senior
- ...improving internal controls, particularly in AI and CCAR models. The ideal candidate will have significant experience (7-10 years) in banking or consulting, with robust auditing skills and a relevant advanced degree. Strong leadership and communication skills are essential...Senior
- ...Business Analyst to enhance its team. This role is essential for developing fintech solutions and executing high-impact projects. Candidates should have over 10 years of experience in banking or payments, with a deep understanding of various payment processing methods...Senior
- ...clients through tailored solutions based on industry... ...Hospitality, Pharmaceuticals, Banking & Financial Services,... ...Seeks a Senior Financial Consultant |... ...Working Remotely): 633 East 4th StreetCharlotte, NC... ...| IT Effectiveness | Engineering | Environmental | Sustainability...SeniorFull timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- Bank of America in the United States seeks a senior client manager to lead a targeted corporate banking portfolio. You will originate, manage, and grow relationships, delivering a full suite of financing and advisory services while coordinating with product partners to...Senior
- TD Bank recrute un professionnel expérimenté en audit pour apporter des conseils et une assistance dans les processus bancaires. Le candidat idéal doit posséder un diplôme de premier cycle et avoir au moins 3 ans d'expérience dans le domaine. Des compétences en gestion...Senior
- Huntington Bank is seeking a Director - Leveraged Finance Portfolio Manager in Charlotte, NC. This senior role involves managing a portfolio of commercial loans, underwriting, and collaborating with various internal partners. The ideal candidate will have extensive experience...Senior
- TD Bank in Charlotte, NC is seeking an Audit Manager II to lead the U.S. Financial Crimes Regulatory Issue Validation Audit function, delivering expert validation of regulatory issues and overseeing audit engagements. The role emphasizes leadership, coaching and cross-...Senior
$126.82k - $149.2k
U.S. Bank in Charlotte, NC is looking for a Portfolio Manager to manage Corporate Banking credit relationships. Responsibilities include underwriting and managing a credit portfolio while growing revenue through new business opportunities. Candidates should possess a Bachelor...Senior- ..., budgeting, and timely execution of audits. Strong leadership, coaching, and cross-functional collaboration are essential. Ideal candidates bring 7+ years in banking audit or regulatory compliance, with certifications such as CIA, CRCM, or CAMS, and #J-18808-Ljbffr TDSenior
- ...candidate with at least 7 years of experience in technology consulting and solutions architecture. The ideal candidate is proficient in Pega PRPC development, PL/SQL, and has experience in Banking/Insurance domains, aiming to solve business and IT problems. Applicants...Senior
- TD Bank US Compliance is seeking a Senior Compliance Business Oversight Manager to provide advisory support and independent challenge for the Marketing line of business. The role focuses on regulatory risk, change management, and effective collaboration with Compliance...Senior
- CloudIngest is seeking a hands-on IT Risk & Control Senior Analyst (Second Line of Defence) to independently validate 1LOD testing, perform ToD/ToE assessments, and support regulatory examinations. You will lead end-to-end IT control testing, appraise PRC reviews, and...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Solutions Engineer - Banking & FSI (East). Be the first to apply!
- solutions engineer Charlotte, NC
- senior solution engineer Charlotte, NC
- solution developer Charlotte, NC
- srs distribution Charlotte, NC
- senior operations coordinator Charlotte, NC
- senior associate architect Charlotte, NC
- senior dynamics crm developer Charlotte, NC
- senior application security Charlotte, NC
- senior account director Charlotte, NC
- sr hr business partner Charlotte, NC


