VP, Financial Services & Insurance Strategy

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.