VP, Financial Services & Insurance Strategy
Lead Financial Services and Insurance industry strategy and growth at Dialpad, translating market needs into AI-powered product offerings, driving GTM execution, thought leadership, and strategic sales pursuits for banks, fintechs, insurers and wealth firms.
About the job
Responsibilities
- 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.
- Translate financial services and insurance market needs into industry-specific product strategy, including AI agents, workflow automation, integrations, analytics, and customer journey orchestration.
- 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.
- 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.
- 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.
Requirements
- Deep financial services and/or insurance domain expertise, preferably across banking, credit unions, fintech, payments, wealth, or insurance.
- 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.
- Strong executive presence with customers, partners, analysts, and internal leadership.
- Familiarity with regulated-industry needs, including security, compliance, data privacy, customer authentication, auditability, and operational resilience.
- 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.
Nice-to-Haves
- Experience with AI agents, workflow automation, integrations, analytics, and customer journey orchestration in financial services.
Skills
Financial Services, Insurance, Digital Transformation, Customer Experience, Contact Center Modernization, AI, Automation, SaaS, Cloud, Enterprise Software, Go-to-Market Strategy, Thought Leadership, Sales Enablement
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