VP, Financial Services & Insurance Strategy

About the role

You will spearhead the growth and strategy for the financial services and insurance sectors, focusing on banks, fintechs, credit unions, wealth management, and insurance firms. This leadership position requires a blend of industry expertise, product-market strategy, and commercial execution to drive adoption of our AI-powered customer experience solutions.

Key facts

What you'll do

• Define the go-to-market strategy, including buyer personas, value propositions, and competitive positioning for the FSI vertical.
• Develop thought leadership and executive-level messaging to establish Dialpad as an industry authority.
• Translate complex industry requirements into product strategy, specifically for AI agents, workflow automation, and customer journey orchestration.
• Collaborate across Product, Engineering, Sales, and Customer Success teams to commercialize industry-specific offerings.
• Act as an executive expert during strategic sales pursuits with financial and insurance clients.
• Identify and prioritize use cases such as loan servicing, claims processing, fraud detection, collections, and policyholder support.
• Represent the company at industry conferences, webinars, and media engagements.
• Guide customers through the transition from legacy contact center infrastructure to modern, compliant, AI-enabled platforms.

Requirements

• Deep domain expertise in financial services, insurance, banking, payments, or wealth management.
• Proven experience in SaaS, enterprise software, AI, automation, or contact center modernization.
• Ability to function as both a strategic visionary and a commercial general manager.
• Strong executive presence for interactions with customers, analysts, and internal leadership.
• Understanding of regulated-industry requirements, including data privacy, security, compliance, and auditability.
• Experience working with product and engineering teams to shape market-specific solutions.
• Exceptional communication skills for sales enablement, executive presentations, and public speaking.

Skills & tools

• AI and automation strategy
• Cloud modernization
• Enterprise software go-to-market
• Regulatory compliance and security frameworks
• Customer experience orchestration

Practical notes

Dialpad is an equal-opportunity employer. The company encourages applications from candidates who may not meet every listed qualification but possess the necessary drive and ambition. Benefits include competitive salary and comprehensive coverage.