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NEXTMOVEFDE careers · United States
Dialpad

VP, Financial Services & Insurance Strategy

AI summary of the role

Lead the Financial Services and Insurance vertical strategy at an AI-native business communications platform, defining how the organization serves banks, credit unions, fintechs, payments companies, wealth firms, and insurers.

What you’ll do

  • Own the Financial Services and Insurance industry strategy across banking, insurance, payments, and wealth management.
  • Translate FSI market needs into industry-specific product strategy including AI agents, workflow automation, integrations, analytics, and customer journey orchestration.
  • Support strategic sales pursuits with banks, credit unions, fintechs, insurers, and wealth firms as an executive-level industry expert.
  • Build and refine the FSI go-to-market strategy including segmentation, buyer personas, value propositions, competitive positioning, and partner ecosystem strategy.

What 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.

Technologies

AI agents · workflow automation · SaaS · cloud · omnichannel · customer journey orchestration · analytics · contact center modernization

About Dialpad

AI-native business communications platform unifying calling, messaging, meetings, and contact center, now building autonomous AI agents that resolve customer interactions end-to-end.

Series F · 1000–2000 people

Source and classification

Deployment strategy · Evidence for this classification:

the organization serves banks, credit unions, fintechs, payments companies, wealth firms, and insurers through industry-specific customer experience automation, cloud modernization, AI, and workflow orchestration. This role combines vertical strategy, product-market fit, customer and market thought leadership, sales enablement, partner ecosystem development, and overall commercial growth ownership. The ideal candidate can move fluidly between industry vision, product translation, customer credibility, and revenue impact. 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
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Employer postings · Data from · Sources