VP, Financial Services & Insurance Strategy
Dialpad•5h ago
United StatesOnsiteFull-timeDirector Level10+ yrs exp
Top focus
Financial AnalystController
- About Dialpad
- Dialpad is the AI-native business communications platform. We unify calling, messaging, meetings, and contact center on a single platform - powered by AI that understands every conversation in real time.
- More than 70,000 companies around the globe, including WeWork, Asana, NASDAQ, AAA Insurance, COMPASS Realty, Uber, Randstad
- Tractor Supply, rely on Dialpad to build stronger customer connections using real-time, AI-driven insights.
- We’re now leading the shift to Agentic AI: intelligent agents that don’t just analyze conversations but take action by automating workflows, resolving customer issues
- accelerating revenue in real time. Our DAART initiative (Dialpad Agentic AI in Real Time) is redefining what a communications platform can do.
- Visit dialpad.com to learn more.
- Being a Dialer
- At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more.
- We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves.
- We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant
- achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent
- Your role
- You will lead the Financial Services and Insurance industry strategy and business growth agenda, defining how the organization serves banks, credit unions, fintechs, payments companies, wealth firms
- insurers through industry-specific customer experience automation, cloud modernization, AI
- workflow orchestration. This role combines vertical strategy, product-market fit, customer and market thought leadership, sales enablement, partner ecosystem development
- overall commercial growth ownership. The ideal candidate can move fluidly between industry vision, product translation, customer credibility
- This position reports to our SVP, Marketing and Vertical Solutions.
- What you’ll do
- 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
- 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.
- Skills you’ll bring
- 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.
- Why Join Dialpad
- Work at the center of the AI transformation in business communications
- Build and ship agentic AI products that are redefining how companies operate
- Join a team where AI amplifies every employee’s impact
- Competitive salary, comprehensive benefits, and real opportunities for growth
- We believe in investing in our people. Dialpad offers competitive benefits and perks, cutting-edge AI tools
- a robust training program that help you reach your full potential. We have designed our offices to be inclusive, offering a vibrant environment to cultivate collaboration and connection. Our exceptional culture, repeatedly recognized as a Great Place to Work , ensures that every employee feels valued and empowered to contribute to our collective success.
- Don’t meet every single requirement? If you’re excited about this role and possess the fundamental traits, drive
- strong ambition we seek, but your experience doesn’t meet every qualification, we encourage you to apply.
- Dialpad is an equal-opportunity employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment.
Required skills
AIcloud modernizationworkflow orchestrationcustomer experience automationanalytics