Senior Solution Consultant - FSI
Talkdesk · Remote · United States · 22d ago
As a Senior Solutions Consultant within Talkdesk's Professional Services (PS) organization, you will provide a white-glove experience and drive the implementation of cutting-edge CXA and CCaaS solutions that align with strategic objectives and support excellence at every stage of the Customer Journey.
Primary Responsibilities
- Lead strategic implementations of CXA and CCaaS solutions with new and existing customers that meet customer use cases, leveraging industry knowledge, product expertise, and best practices.
- Provide guidance and hands-on support to internal teams, external partners, and customers during the Implementation of Talkdesk CXA and CCaaS products, ensuring technical alignment and project success.
- Drive post-implementation success and customer adoption by providing strategic guidance, best practices, and actionable recommendations.
- Collaborate with internal teams (e.g., Product, Support) to address feature requests, resolve issues, and deliver updates that align with customer needs.
- Contribute to the ongoing development of CXA specific templates, playbooks, and best practices to streamline deployment and ensure consistent implementation quality.
- Act as a trusted advisor to stakeholders, building relationships with executives and providing long-term guidance on CXA strategy and success.
Requirements:
- Bachelor's degree in a technical field or significant professional experience in a technical role
- 3+ years in Professional Services, Consulting, or IT/Software Development, with a focus on AI or automation solutions in a SaaS environment
- Strong programming skills in one or more languages such as JavaScript, Python, or TypeScript.
- Demonstrated experience working with REST APIs, webhooks, and SDKs to build integrations between different software systems.
- Working knowledge around foundation models, RAG, LLM orchestration, and AI toolchains.
- A true consultative approach and ability to communicate technical concepts to people of all backgrounds and skill levels
- Mature demeanor and positive attitude, as well as discretion and sensitivity when interacting with clients. Client management experience is highly valued.
- Engaging personality, polished verbal and written communication skills, and meticulous attention to detail
- Highly organized self-starter that seeks challenging opportunities.
- Ability to work cross-functionally in a fast-paced environment.
- Fluency in written and spoken English.
Nice-to-haves:
- Experience working with Finance, Banking, and/or Insurance industry customers
- Fluency in written and spoken Portuguese, Spanish, French, German.
- Basic knowledge of building or optimizing conversational agents, chatbots, or virtual assistants.
- Familiarity with CRM systems (Salesforce, Zendesk and other) and/or Contact Center Solutions.
- Experience with diagram flowchart software, such as Visio, Lucid Chart, etc.
Pay Range (OTE Pay): $123,000 - $205,000
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).
Retirement Benefits: 401(k) plan
Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.
Paid Holidays: Talkdesk offers 14 paid holidays each year.
Paid Sick Leave: Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are 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 10 days from the posting date. The application was posted on 9/2/2026
Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.
All questions or concerns about this posting should be directed to the Talent team at Talent@talkdesk.com.
Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.
Talkdesk has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!
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.