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.
• 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

Commensurate with experience.

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

We offer competitive salary, comprehensive benefits, and real opportunities for growth.

Pay

TBD

Schedule

TBD

Company

Dialpad is the AI-native business communications platform. We unify calling, messaging, meetings, and contact center on a single platform - powered by AI that understands every conversation in real time. More than 70,000 companies around the globe, including WeWork, Asana, NASDAQ, AAA Insurance, COMPASS Realty, Uber, Randstad, and Tractor Supply, rely on Dialpad to build stronger customer connections using real-time, AI-driven insights. We’re now leading the shift to Agentic AI: intelligent agents that don’t just analyze conversations but take action by automating workflows, resolving customer issues, and accelerating revenue in real time. Our DAART initiative (Dialpad Agentic AI in Real Time) is redefining what a communications platform can do. Visit dialpad.com to learn more.