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Talkdesk

Cloud-based contact center platform for enterprises

Senior CX Manager - Fsi

Implementation & Technical Account ManagementUpdated on Nov 10
Full-timeRemote in USA

About the Job

Requirements

  • 7–10+ years of experience in Technical Account Management, Professional Services, Customer Success, Solution Consulting, or IT Project Management within a SaaS, CCaaS, or CPaaS environment.
  • Preferred experience in financial services, healthcare/life sciences, retail, and consumer products.
  • A proven track record of managing and delivering complex technical initiatives for enterprise customers.
  • Strong technical acumen, including experience with application programming interfaces, customer relationship management systems such as Salesforce, and modern cloud-based enterprise platforms.
  • Demonstrated experience defining scope, managing delivery plans, and coordinating multi-workstream projects.
  • Experience with agile and/or waterfall implementation methodologies.
  • Ability to align technical solutions to strategic business outcomes and return on investment.
  • Executive-level communication skills and ability to influence and advise senior stakeholders.
  • Strong analytical and problem-solving skills, with comfort operating in ambiguous environments.
  • Excellent written and verbal communication skills with a consulting mindset and high attention to detail.
  • Willingness to travel up to 25–30%.
  • Commitment to continuous learning and enablement related to Talkdesk’s evolving platform and innovations.

Responsibilities

  • Serve as the primary senior technical point of contact for enterprise and strategic accounts.
  • Lead complex onboarding, platform optimization, and advanced feature deployments across multi-product environments.
  • Define solution scope, delivery approach, and technical roadmap in partnership with customer project managers and internal teams.
  • Translate customer business and operational needs into scalable technical architectures and implementation plans.
  • Drive use case strategy, feature adoption, and innovation roadmaps aligned to customer goals and Talkdesk product direction.
  • Conduct advanced demonstrations and enablement sessions showcasing feature enhancements and new capabilities.
  • Establish and disseminate technical best practices across customers and internal teams.
  • Build and maintain trusted relationships with senior executive and operational stakeholders.
  • Support executive business reviews focused on return on investment, key performance indicators, adoption maturity, and strategic alignment.
  • Own the end-to-end management of technical initiatives, including issue tracking, prioritization, and customer communication.
  • Proactively identify delivery risks, develop mitigation strategies, and remove roadblocks to ensure program success.
  • Act as a senior escalation point for complex technical and delivery issues, coordinating cross-functional resolution.
  • Partner with customers on structured change management strategies to ensure sustained adoption and value realization.
  • Analyze product usage, operational data, and customer insights to identify optimization and expansion opportunities.
  • Support renewals and expansion efforts by aligning demonstrated technical value to customer business outcomes.
  • Develop customer success stories and case studies highlighting measurable results and enterprise-scale impact.
  • Partner closely with Professional Services, Product, Support, Engineering, Sales, and Customer Success to deliver cohesive outcomes.
  • Summarize and communicate customer feedback related to product gaps, bugs, and roadmap considerations.
  • Influence internal prioritization by providing structured, data-backed insights from enterprise customers.
  • Participate in the sales cycle as needed to gather technical requirements, shape solution approaches, and support proposals or statements of work.
  • Contribute to the development of scalable delivery processes, playbooks, and best practices across the Customer Experience organization.

Desired Qualifications

  • Experience with contact center technology or customer experience platforms is strongly preferred.
  • PMP or equivalent certification is preferred.

About the Company

Talkdesk

Cloud-based contact center platform for enterprises

Talkdesk provides a cloud-based contact center platform for enterprises through its Talkdesk CX Cloud. The product lets businesses manage customer communications across channels like phone, email, chat, and social media, with features for inbound/outbound calls, omnichannel routing, and built-in analytics. It differentiates itself with an end-to-end, scalable SaaS solution that combines omnichannel routing and analytics in a single system for organizations of varying sizes. Its goal is to help enterprises improve agent productivity and deliver better customer experiences at scale.

Company size
1,001-5,000
Company stage
Series D
Total funding
$497.5M
Headquarters
Palo Alto, CA
Founded
2011

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