Dialpad

3 weeks ago

VP, Financial Services & Insurance Strategy

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Lead Financial Services & Insurance industry strategy and growth, defining how Dialpad serves banks, credit unions, fintechs, payments companies, wealth firms, and insurers. Own industry thought leadership and market positioning, translate buyer needs into product strategy across AI agents and workflow automation, and partner across Product, Engineering, Sales, Marketing, Customer Success, and Alliances to commercialize FSI offerings. Support executive-level sales pursuits and represent Dialpad externally through industry events.

Location: Austin

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Sr. Director level

Key Responsibilities

•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 as an executive-level industry expert and represent the organization externally through events, analyst conversations, and media interviews.

Key Requirements

•Deep financial services and/or insurance domain expertise, ideally across banking, credit unions, fintech, payments, wealth, or insurance.
•Experience in digital transformation and customer experience initiatives, including contact center modernization and 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:Financial servicesInsuranceBankingPaymentsWealth management

Skills:Executive presenceStrategic thinkingMarket-facing communicationCollaborationEmpathy

Languages:English

Tech Stack:AIWorkflow orchestrationAI agentsWorkflow automationIntegrationsAnalyticsCloud modernizationSaaSOmnichannel

Company Brief

Dialpad

Provides cloud-based business communications platform offering voice, video, messaging, contact center, and AI-driven call intelligence to help teams communicate and collaborate across devices and locations.

Industry: SaaS

Company Size: Enterprise (1,001+ employees)

Growth: Scaleup

Headquarters: San Francisco, United States

Founded: 2011

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Dialpad

3 weeks ago

VP, Financial Services & Insurance Strategy

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: Austin

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Sr. Director level

Key Responsibilities

•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 as an executive-level industry expert and represent the organization externally through events, analyst conversations, and media interviews.

Key Requirements

•Deep financial services and/or insurance domain expertise, ideally across banking, credit unions, fintech, payments, wealth, or insurance.
•Experience in digital transformation and customer experience initiatives, including contact center modernization and 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:Financial servicesInsuranceBankingPaymentsWealth management

Skills:Executive presenceStrategic thinkingMarket-facing communicationCollaborationEmpathy

Languages:English

Tech Stack:AIWorkflow orchestrationAI agentsWorkflow automationIntegrationsAnalyticsCloud modernizationSaaSOmnichannel

Company Brief

Dialpad

Industry: SaaS

Company Size: Enterprise (1,001+ employees)

Growth: Scaleup

Headquarters: San Francisco, United States

Founded: 2011

Website LinkedIn