Talkdesk

Manager

• Act as the commercial advisor for enterprise sales, managing complex deal structuring, pricing methodologies, and compliance for non-standard terms.
• Facilitate cross-departmental deal evaluations with Legal, Finance, and Executive teams.
• Develop and update pricing models and discount policies.
• Collaborate with Revenue Operations to improve sales velocity and win rates.
• Evaluate market intelligence and internal pricing trends.
• Provide support on day to day use of CPQ tools and approval workflows.
• Enforce global commercial policies and escalation protocols.

Senior Deal Desk Manager

Pricing Analyst

• Partner with Product Managers to strengthen pricing and packaging recommendations for new and existing products through pricing expertise, analytical support, and structured challenge.
• Identify gaps, inconsistencies, or risks in pricing proposals and help refine thinking through structured feedback.
• Provide targeted research and analytical support to strengthen proposal builds as needed.
• Support PMs in navigating cross-functional operationalization requirements for pricing changes.
• Prepare PMs to present proposals to the Pricing Committee.
• Coordinate Pricing Committee activities — including scheduling, documenting decisions, and communicating approved changes across the organization.
• Maintain pricing documentation as the source of truth and proactively cascade changes to impacted teams and systems.
• Support development and maintenance of pricing analytics and dashboards.

Pricing Strategy Associate Manager

People Operations

• Drive experience surveys for the full employee lifecycle
• Lead the intake, prioritization, and delivery of analytics across People and business stakeholders
• Ensure insights are timely, accurate, and aligned to business priorities
• Translate complex data into clear narratives for executive audiences
• Maintain predictive models (attrition risk, hiring forecasts, retention drivers) that inform talent strategy and workforce planning.
• Act as the primary partner to PBPs, Finance, and functional leaders for people insights
• Shape business questions into structured analyses and recommendations
• Support executive reporting and workforce planning discussions
• Establish standards for metrics, definitions, and reporting across People Analytics
• Ensure consistent use of data across dashboards, reports, and presentations
• Reduce ad hoc and duplicate reporting through structured solutions
• Partner with systems and data teams to improve dashboard usability and adoption
• Increase stakeholder ability to access and interpret people data independently
• Shift the team from reactive reporting to proactive insights
• Identify and implement automation opportunities (scheduled reports, data workflows, dashboard refreshes) to improve team efficiency and reduce operational overhead.
• Help define and track key people metrics (attrition, hiring, performance, etc.)
• Identify trends and drivers that impact business outcomes
• Contribute to building a more data-driven and performance-oriented People function

People Insights Manager

Financial Planning and Analysis

• Support the annual budget, quarterly forecast and long-term strategic planning processes
• Design and refine detailed financial models that forecast and analyze functional costs in order to fully understand sources of variance and, ultimately, improve forecast accuracy
• Conduct in-quarter puts & takes review sessions – ensure that the organization can flex and react to short-term budget surpluses/deficits, including developing and maintaining KPIs for all aspects of the organization
• Prepare monthly and quarterly management reporting - analyze financial results, distill/synthesize key trends, assess current and future business risk, and communicate key messages to senior management
• Build and maintain relationships with cross-functional teams to synthesize and integrate updates relating to variances in actual procurement activity relative to budget forecasts
• Support executive management by providing timely ad hoc reporting on critical issues
• Become embedded with business partners across the company, establishing trust, building relationships and gaining a deep understanding of relevant drivers

FP&A Manager

Solutions Engineer

• Lead scoping and discovery sessions with sales and client teams to gain a deep understanding of business requirements
• Engage with clients to architect solutions that best meet needs including offering best practice recommendations, on-the-fly solution suggestions, and relevant lines of questioning that may not have been prepared in advance of the conversation
• Create accurate Statements of Work and proposed solutions that encompass all requirements, deliverables, schedules, tasks, and pricing
• Partner closely with Talkdesk’s product, implementation and sales teams to identify issues, close gaps, and continuously improve SOWs and the SOW process
• Gain a deep level of product knowledge and partner closely with product and engineering teams to identify product gaps and place new features & products on the roadmap
• Partner with sales, product, and engineering to help prioritize products and features based on client needs
• Effectively translate client requirements and program characteristics to internal stakeholders. Ensure the client’s goals align with Talkdesk’s product offering and implementation methodology.
• Help build out department methodology and tools to improve quality and efficiency
• Leverage strong technical acumen to identify process improvements and technical solutions

Senior Solution Architect

General Counsel

• Working closely with internal stakeholders to ensure our employment practices are proper and well-understood within the company and to ensure compliance with regional legal requirements.
• Drafting and maintaining numerous employment related policies that are required for global operations, including ethics, anti-corruption, anti-harassment and others.
• Supporting the human resources team through operational guidance and process training.
• Staying informed on employment and labor law issues affecting Talkdesk in our geographies.
• Balancing competing priorities of various constituencies.

Consultant

• Lead strategic implementations of CXA and CCaaS solutions with new and existing customers that meet customer use cases
• Serve as the primary technical resource for clients during projects, focused on design, development, and deployment of integrations with major EHR/EMR systems, with an emphasis on Epic
• Develop and troubleshoot complex workflows and data exchange processes (e.g., HL7, FHIR)
• Ensure integrations are secure, reliable, and aligned with industry and regulatory standards
• Act as an internal Subject Matter Expert (SME) for Epic and other systems
• Develop reusable assets, best practice documentation, and knowledge base content to scale integration delivery
• Mentor and train Professional Services and cross-functional teams to enhance integration expertise across the organization
• Provide guidance and hands-on support to internal teams, external partners, and customers during implementation
• Collaborate with internal teams to address feature requests, resolve issues, and deliver updates
• Contribute to the ongoing development of CXA specific templates, playbooks, and best practices to streamline deployment
• Act as a trusted advisor to stakeholders, building relationships with executives and providing long-term guidance on CXA strategy and success

Senior Solution Consultant – HLS

• Serve as the primary senior technical point of contact for enterprise and strategic accounts.
• Lead complex onboarding, platform optimization, and advanced feature deployments across multi-product environments.
• Define solution scope, delivery approach, and technical roadmap in partnership with customer project managers and internal teams.
• Translate customer business and operational needs into scalable technical architectures and implementation plans.
• Drive use case strategy, feature adoption, and innovation roadmaps aligned to customer goals and Talkdesk product direction.
• Conduct advanced demos and enablement sessions showcasing feature enhancements and new capabilities.
• Establish and disseminate technical best practices across customers and internal teams.
• Build and maintain trusted relationships with senior executive and operational stakeholders.
• Support executive business reviews focused on ROI, KPIs, adoption maturity, and strategic alignment.
• Own the end-to-end management of technical initiatives, including issue tracking, prioritization, and customer communication.
• Proactively identify delivery risks, develop mitigation strategies, and remove roadblocks to ensure program success.
• Act as a senior escalation point for complex technical and delivery issues, coordinating cross-functional resolution.
• Partner with customers on structured change management strategies to ensure sustained adoption and value realization.
• Analyze product usage, operational data, and customer insights to identify optimization and expansion opportunities.
• Support renewals and expansion efforts by aligning demonstrated technical value to customer business outcomes.
• Develop customer success stories and case studies highlighting measurable results and enterprise-scale impact.
• Partner closely with Professional Services, Product, Support, Engineering, Sales, and Customer Success to deliver cohesive outcomes.
• Summarize and communicate customer feedback related to product gaps, bugs, and roadmap considerations.
• Influence internal prioritization by providing structured, data-backed insights from enterprise customers.
• Participate in the sales cycle as needed to gather technical requirements, shape solution approaches, and support proposals or SOWs.
• Contribute to the development of scalable delivery processes, playbooks, and best practices across the CX organization.

CX Manager

Artificial Intelligence

• Conduct comprehensive reviews of current People processes to identify inefficiencies and design scalable, error-resistant workflows.
• Act as the advanced point of contact for complex Workday configuration, troubleshooting, and system enhancements.
• Refine ticketing queue management and resolution protocols to improve the internal employee service experience.
• Conduct regular, systematic audits of People Operations transactions to ensure data accuracy, procedural compliance, and system integrity.
• Analyze audit findings to perform root-cause analysis and design automated safeguards that prevent future data entry errors.
• Develop and maintain a centralized library of Standard Operating Procedures (SOPs), process maps, and training documentation.
• Lead the implementation of new operational models, ensuring all AI-driven processes are transparent and auditable.

People Operations AI & Automation Manager

• Conducts research to prepare for upcoming meetings with prospects to understand their business environment, market, customers, competitors and general business challenges.
• Carries out discovery conversations with customers to understand their needs and requirements for a new solution.
• Uses their in-depth knowledge of Talkdesk solutions and capabilities to specify the appropriate solution(s) for customer needs and requirements.
• Designs and delivers presentations to customers, on-site & virtual, showing Talkdesk’s capabilities.
• Generates simple value statements illustrating the financial value of a Talkdesk solution to customers.
• Assists with scoping SOWs for customer implementations as needed.
• Scopes, executes and manages customer pilots and POCs.
• Respond to functional and technical RFI/RFP requirements and mapping said requirements to the software solution.
• Work closely with product management and engineering teams to ensure that customer feedback is incorporated into product roadmaps.
• Assists with marketing and demand generation events as necessary.

Senior Solutions Engineer – Healthcare & Life Sciences

Account Executive

• Responsible for new business development within large enterprise accounts and closing of opportunities within the Healthcare industry
• Foster and expand the company’s relationship with business units, divisions and the overall enterprise customers
• Create and cultivate a close relationship with strategic alliances
• Understand the customers’ business strategy and direction and manage a long term, sustainable business portfolio
• Manage the end to end sales process through engagement of appropriate resources such as Sales Engineers, Professional Services, Executives, Partners etc.
• Bringing innovative ideas that showcase case Talkdesk’s competitive advantage and disruptive mindset
• Meet and exceed quarterly and annual revenue/quota through the management and execution of the Talkdesk sales process
• Develop a comprehensive sales strategy and a sales plan that ensures consistent achievement of objectives over the short- and long-term for your coverage model
• Build lasting, meaningful relationships with other members of management, team, and prospect/customer community
• Build and align with the Talkdesk sales Go-to-Market plan to develop and own accountability for region’s market segmentation and targeted accounts
• Develop essential internal relationships to provide the support necessary to manage accounts and close deals
• Communicate accurate and realistic forecast information to the management team per our process and policy
• Communicate market reaction and needs back to headquarters in a productive manner
• Take an active role in solving problems, which involve other functional areas, instead of “dumping problems at the factory door”
• Take the lead in prioritizing the needs of customers so that engineering and other functional areas can focus on the right tasks and issues

Enterprise Account Executive, Healthcare & Life Sciences

• Conducts research to prepare for upcoming meetings with prospects to understand their business environment, market, customers, competitors and general business challenges.
• Carries out discovery conversations with customers to understand their needs and requirements for a new solution. Uncovers customer pains, learns about customer's objectives and potential needs, gathers metrics necessary for pricing and/or value discussions. Listens to the customer to gather information that can be leveraged in upcoming presentations.
• Uses their in-depth knowledge of Talkdesk solutions and capabilities to specify the appropriate solution(s) for customer needs and requirements. The SE is continually learning about Talkdesk solutions to keep up with innovations and new releases of TD software.
• Designs and delivers presentations to customers, on-site & virtual, showing Talkdesk’s capabilities, aligned to the customer's pains and needs that were uncovered during Discovery.
• Generates simple value statements illustrating the financial value of a Talkdesk solution to customers.
• Assists with scoping SOWs for customer implementations as needed.
• Scopes, executes and manages customer pilots and POCs.
• Respond to functional and technical RFI/RFP requirements and mapping said requirements to the software solution.
• Work closely with product management and engineering teams to ensure that customer feedback is incorporated into product roadmaps.
• Assists with marketing and demand generation events as necessary.

Solutions Engineer – Enterprise, Mixed Industries

• Design and execute comprehensive enablement plans to educate partner Solutions Architects and Sales Engineers on the Talkdesk value proposition, product architecture, competitive differentiators, and roadmap.
• Support the development of Partner Competency Centers by coaching on effective technical discovery, platform demonstrations, and proof-of-concept (POC) execution.
• Develop and maintain deep domain expertise in the regional Partner landscape, understanding their current go-to-market (GTM) strategy, areas of focus, and identifying new opportunities for expansion.
• Provide technical expertise on Agentic AI solutions within the contact center, including prompt engineering, RAG implementations, tools integration, and guardrail best practices.
• Provide technical oversight, guidance, and direct assistance to Partner sales teams in understanding complex customer business and technical requirements, use cases, and solution design.
• Lead advanced technical discussions, conduct compelling demonstrations of the Talkdesk platform, and articulate the ease of integration within an enterprise ecosystem.
• Develop a deep understanding of the enterprise ecosystem, including integration requirements with CRM (e.g., Salesforce, Microsoft Dynamics), WFM, Knowledge Management, and UCaaS vendors.
• Act as the critical communication channel to Talkdesk Product Management and Engineering teams, relaying Partner and customer needs, market trends, and product enhancement requests.
• Represent Talkdesk as a technical expert at regional Partner summits, technical events, webinars, and conferences.
• Ability to travel approximately 35-50% of the time across the US and Canada as required.

Senior Partner Solutions Engineer

• Manage day-to-day global income tax compliance, including U.S. federal, state, and local filings, and coordination of foreign tax filings across multiple international jurisdictions.
• Prepare and support the annual income tax provision under ASC 740, including deferred tax calculations, true-ups, and supporting schedules.
• Partner with Accounting to explain tax results, support journal entries, and ensure tax-related balances are accurately recorded and presented in the financial statements.
• Support tax audits and examinations by gathering documentation, coordinating with external advisors, and assisting in the resolution of issues.
• Perform technical tax research across U.S. federal, state, and international topics and summarize conclusions.
• Prepare quarterly transfer pricing calculations and coordinate intercompany invoicing in accordance with established policies.
• Oversee indirect tax compliance processes, including U.S. sales and use tax, telecommunications tax, and VAT/GST filings, in coordination with external providers.
• Drive process improvements and automation efforts to enhance efficiency and scalability within the tax function.

Tax Manager

Product Manager

• Serve as the primary product point of contact for a portfolio of health system clients.
• Lead structured discovery engagements - interviews, workflow mapping, shadowing, and document analysis.
• Define the "art of the possible" for each client, connecting operational pain points to AI platform capabilities.
• Own the relationship with clinical informatics, IT, and operations stakeholders at client sites.
• Translate real-world workflows into structured product and configuration requirements.
• Design bespoke AI workflow solutions in collaboration with engineers.
• Drive deployments from pilot kickoff through go-live.
• Define and track value metrics and outcome frameworks in partnership with clients.
• Identify patterns across deployments and translate client-specific configurations into reusable product features.