other
Posted 2 weeks agoVP, Financial Services & Insurance Strategy
at dialpad
Austin, United StatesOn-site
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Responsibilities
- Develop the industry point of view, thought leadership, executive messaging, and market positioning for FSI buyers.
- Support strategic sales pursuits with banks, credit unions, fintechs, insurers, and wealth firms by acting as an executive-level industry expert.
- Identify priority use cases such as deposit servicing, loan servicing, card servicing, appointment scheduling, claims, first notice of loss, policyholder support, collections, fraud and security, customer authentication, and advisor/customer engagement.
- Build and refine the FSI go-to-market strategy, including segmentation, buyer personas, value propositions, competitive positioning, and partner ecosystem strategy.
- Represent the organization externally through webinars, articles, customer events, analyst conversations, media interviews, and industry conferences.
- Drive adoption of industry-specific financial services and insurance capabilities across AI, automation, digital servicing, and customer engagement.
- Collaborate with customers to identify business outcomes, including improved customer/member experience, increased efficiency, reduced call volume, higher containment, better employee experience, and revenue growth.
- Build and ship agentic AI products that are redefining how companies operate
Requirements
- Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital.
- Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage.
- Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve.
- Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved.
- At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more.
- experience automation, cloud modernization, AI, and workflow orchestration.
- Help customers modernize from legacy contact center and servicing infrastructure to secure, compliant, AI-enabled, omnichannel engagement platforms.
- Experience in digital transformation, customer experience, contact center modernization, AI/automation, SaaS, cloud, or enterprise software.
- Ability to operate as both a strategy leader and a commercial general manager.
- Experience partnering with product and engineering teams to shape market-specific solutions.
- Work at the center of the AI transformation in business communications
- Join a team where AI amplifies every employee’s impact
Benefits
- You will lead the Financial Services and Insurance industry strategy and business growth agenda, defining how the organization serves banks, credit unions, fintechs, payments companies, wealth firms, and insurers through industry-specific customer
- The ideal candidate can move fluidly between industry vision, product translation, customer credibility, and revenue impact.
- Own the Financial Services and Insurance industry strategy across banking, insurance, payments, and wealth management.
- Translate financial services and insurance market needs into industry-specific product strategy, including AI agents, workflow automation, integrations, analytics, and customer journey orchestration.
- Deep financial services and/or insurance domain expertise, preferably across banking, credit unions, fintech, payments, wealth, or insurance. •
- Competitive salary, comprehensive benefits, and real opportunities for growth
Additional details
- Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer
- We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves.
- We look for people who are intensely curious and hold themselves to a high bar.
- Our ambition is significant, and achieving it requires a team that operates at the highest level.
- We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role
- This role combines vertical strategy, product-market fit, customer and market thought leadership, sales enablement, partner ecosystem development, and overall commercial growth ownership.
- This position reports to our SVP, Marketing and Vertical Solutions.
- Partner with Product, Engineering, Sales, Marketing, Customer Success, Alliances, and Solutions Consulting to shape and commercialize FSI offerings.
- Strong market-facing communication skills, including writing, speaking, sales enablement, customer workshops, and executive presentations. Why Join Dialpad
- We believe in investing in our people. Dialpad offers competitive