Dialpad

VP, Financial Services & Insurance Strategy

Austin, US · Vp

Sponsorship not specifiedDetected 13 days ago

Agentic AIProduct StrategySalesCustomer SuccessLeadershipCommunicationCollaboration

About the role

The ideal candidate can move fluidly between industry vision, product translation, customer credibility, and revenue impact.
This position reports to our SVP, Marketing and Vertical Solutions.

Own the Financial Services and Insurance industry strategy across banking, insurance, payments, and wealth management.
Develop the industry point of view, thought leadership, executive messaging, and market positioning for FSI buyers.
Partner with Product, Engineering, Sales, Marketing, Customer Success, Alliances, and Solutions Consulting to shape and commercialize FSI offerings.
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.
Drive adoption of industry-specific financial services and insurance capabilities across AI, automation, digital servicing, and customer engagement.
Build and ship agentic AI products that are redefining how companies operate
We have designed our offices to be inclusive, offering a vibrant environment to cultivate collaboration and connection.
If you're excited about this role and possess the fundamental traits, drive, and strong ambition we seek, but your experience doesn't meet every qualification, we encourage you to apply.

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.
Strong market-facing communication skills, including writing, speaking, sales enablement, customer workshops, and executive presentations.
Work at the center of the AI transformation in business communications
Join a team where AI amplifies every employee's impact
Competitive salary, comprehensive benefits, and real opportunities for growth
About Dialpad
Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital.
Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve.
Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile.
Being a Dialer

Dialpad offers competitive benefits and perks, cutting-edge AI tools, and a robust training program that help you reach your full potential.

Help customers modernize from legacy contact center and servicing infrastructure to secure, compliant, AI-enabled, omnichannel engagement platforms.
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.
Strong executive presence with customers, partners, analysts, and internal leadership.

This listing is sourced directly from Dialpad's careers page and normalized into a canonical job model.