VP, Financial Services & Insurance Strategy

Dialpad
Austin
Workplace: OnsiteFull timeFunction: Insurance & ActuarialSkills: ["Executive presence","Strategic thinking","Market-facing communication","Collaboration","Empathy"]

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.

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Dialpad
Dialpad
2 months ago

VP, Financial Services & Insurance Strategy

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Last checked: 17 minutes 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
WebsiteLinkedIn