AI Senior Solution Consultant - Financial Services

At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our global footprint. Each day, thousands of employees, customers, and partners all over the world trust Talkdesk to deliver a better way to great experiences.

We are recognized as a cloud contact center leader by many of the most influential research organizations, including Gartner and Forrester. With $498 million in total funding, a valuation of more than $10 Billion, and a ranking of #16 on the Forbes Cloud 100 list, now is the time to be part of the Talkdesk legacy to help accelerate our success in a new decade of transformational growth.

At Talkdesk, we embrace FAST, our fundamental operating principles that define who we are as an organization. These principles drive us to make the impossible possible. FAST: Focus + Accountability + Speed = Talkdesker.

• Focus: Focus time, energy and attention on what is most impactful for the business and thoughtful about how and when to partner with others.
• Accountability: Hold self and others accountable to meet commitments and drive results. Accept responsibility for successes and failures.
• Speed: Execute with agility and urgency. Act promptly, decisively, and without delay. Make good and timely decisions that keep the organization moving forward.
• Talkdesker: YOU!

As an AI Senior Solutions Consultant within Talkdesk's Professional Services (PS) organization, you will drive the implementation of cutting-edge AI solutions while supporting Sales Consultants and
external partners in their deployments with a focus on our Financial Services Industry clients. You’ll also play a key role in shaping AI deal architecture during pre-sales and ensure a white-glove experience for customers post-implementation. Collaborating across teams, you will deliver tailored solutions that align with strategic objectives and support excellence at every stage of the AI Customer Journey. 
Primary Responsibilities
● Lead strategic implementations of AI solutions with new and existing customers that meet customer use cases, leveraging industry knowledge, product expertise, and best practices
● Provide guidance and hands-on support to internal teams, external partners, and customers during the Implementation of Talkdesk AI products, ensuring technical alignment and project success
● Collaborate closely with implementation teams to address AI-specific challenges and align implementation efforts with best practices. Participate in the sales process by collaborating with Sales Consultants to architect AI solutions that align with customer needs, objectives and best practices
● Drive post-implementation success and customer adoption by providing strategic guidance, best practices, and actionable recommendations
● Collaborate with internal teams (e.g., Product, Support) to address feature requests, resolve issues, and deliver updates that align with customer needs
● Develop and maintain AI-specific templates, playbooks, and best practices to streamline deployment and ensure consistent implementation quality
● Act as a trusted AI advisor to stakeholders, building relationships with executives and providing long-term guidance on AI strategy and success

Requirements:
● Bachelor's degree in a technical field or significant professional experience in a technical role
● 3+ years in Professional Services, Consulting, or IT/Software Development, with a focus on AI or automation solutions in a SaaS environment
● Familiarity with AI technologies, such as Large Language Models (LLMs), from a user perspective
● Basic knowledge with coding languages like JavaScript and REST APIs
● A true consultative approach and ability to communicate technical concepts to people of all backgrounds and skill levels
● Mature demeanor and positive attitude, as well as discretion and sensitivity when interacting with clients. Client management experience is highly valued.
● Engaging personality, polished verbal and written communication skills, and meticulous attention to detail
● Highly organized self-starter that seeks challenging opportunities
● Ability to work cross-functionally in a fast-paced environment
● Fluency in written and spoken English

Nice-to-haves:
● Fluency in written and spoken Portuguese, Spanish, French, German
● Basic knowledge of building or optimizing conversational agents, chatbots, or virtual assistants
● Familiarity with CRM systems (Salesforce, Zendesk and other) and/or Contact Center Solutions
● Experience with diagram flowchart software, such as Visio, Lucid Chart, etc. 

Work Environment and Physical Requirements:

Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)

The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.