VP, Financial Services & Insurance Strategy

About the role

You will lead the Financial Services and Insurance industry strategy and business growth agenda, defining how 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.

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 with banks, credit unions, fintechs, insurers, and wealth firms by acting as an executive-level industry expert.
• Identify priority use cases such as deposit servicing, loan servicing, card servicing, appointment scheduling, claims, first notice of loss, policyholder support, collections, fraud and security, customer authentication, and advisor/customer engagement.
• Build and refine the FSI go-to-market strategy, including segmentation, buyer personas, value propositions, competitive positioning, and partner ecosystem strategy.
• Represent the organization externally through webinars, articles, customer events, analyst conversations, media interviews, and industry conferences.
• Drive adoption of industry-specific financial services and insurance capabilities across AI, automation, digital servicing, and customer engagement.
• Help customers modernize from legacy contact center and servicing infrastructure to secure, compliant, AI-enabled, omnichannel engagement platforms.
• Collaborate with customers to identify business outcomes, including improved customer/member experience, increased efficiency, reduced call volume, higher containment, better employee experience, and revenue growth.

Requirements

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.

Familiarity with regulated-industry needs, including security, compliance, data privacy, customer authentication, auditability, and operational resilience.

Experience partnering with product and engineering teams to shape market-specific solutions.

Strong market-facing communication skills, including writing, speaking, sales enablement, customer workshops, and executive presentations.

Qualifications

Master's degree in Business Administration, Finance, Economics, or related field.

10+ years of relevant experience in financial services, insurance, technology, or a related field.

Proven track record of driving business growth and managing complex projects.

Excellent analytical and problem-solving skills.

Ability to influence and collaborate with cross-functional teams.

Strong interpersonal and communication skills, with the ability to communicate effectively with all levels of the organization and external stakeholders.

Skills

• 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.
• Familiarity with regulated-industry needs, including security, compliance, data privacy, customer authentication, auditability, and operational resilience.
• Experience partnering with product and engineering teams to shape market-specific solutions.
• Strong market-facing communication skills, including writing, speaking, sales enablement, customer workshops, and executive presentations.

Benefits

Competitive salary, comprehensive benefits, and real opportunities for growth.

Work at the center of the AI transformation in business communications.

Build and ship agentic AI products that are redefining how companies operate.

Join a team where AI amplifies every employee’s impact.

Exceptional culture, repeatedly recognized as a Great Place to Work.

Pay

TBD

Schedule

TBD