Forward Deployed AI Product Manager, FSI

🕒 May 22

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✅ Product Manager

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Talkdesk

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2011

🤝 B2B

🤖 Artificial Intelligence

🏥 Healthcare

💰 $230M Series D on 2021-08

B2B • Artificial Intelligence • Healthcare

Talkdesk is an AI-powered customer experience platform designed to revolutionize the way businesses interact with their customers. Tailored for various industries, Talkdesk seamlessly integrates with existing systems to enhance customer service and agent productivity through hyper-personalized, context-aware experiences. With a focus on sectors such as financial services, healthcare, retail, and government, Talkdesk empowers organizations to scale operations, automate routine tasks, and optimize resource allocation, ensuring secure and efficient service delivery across all channels.

📋 Description

• Serve as the primary Product point of contact and trusted advisor for a portfolio of banking and insurance clients • Lead structured discovery engagements, including interviews, workflow mapping, call and queue observation, agent side-by-sides, and document analysis • Define AI platform solutions aligned with client operational pain points and regulatory constraints • Review pre-sales Statements of Work for scope, feasibility, and design alignment • Translate banking and insurance workflows into structured product and configuration requirements • Own Autopilot design and specification documents, including disclosures, authentication, consent capture, and human-handoff criteria • Define business success metrics with clients • Enforce scope discipline during UAT and route out-of-scope requests through change order processes • Own 0→1 deployments from pilot kickoff through go-live • Generate test criteria and conduct manual validation before customer UAT • Partner with compliance, legal, and information security teams to clear go-live requirements • Drive customer UAT, including on-site travel for strategic accounts • Monitor deployed Autopilots using observability tooling and resolve issues • Ensure clients and CXMs can measure deployment success metrics • Document ROI proof points and case-for-scale narratives • Surface reusable patterns and product gaps to influence the core product roadmap • Contribute to internal knowledge bases, playbooks, and templates

🎯 Requirements

• 5+ years of experience in financial services or financial services technology • Hands-on exposure to banking or insurance operations in retail and commercial banking servicing, lending and collections, or insurance operations • Demonstrated experience in a client-facing delivery role such as implementation, technical project management, solution consulting, or customer success • Ability to map complex customer-facing and back-office workflows into structured requirements and prioritized problem statements • Strong written and verbal communication skills • Ability to present to VP and C-suite stakeholders and translate between operations, risk/compliance, and technical audiences • Working familiarity with TCPA, Reg E, Reg Z, call recording and consent, GLBA, PCI DSS, or NAIC market conduct expectations • Comfortable operating in ambiguity and whitespace • Experience with agentic workflows and strong curiosity about AI and automation • Willingness to travel up to 25–35% to client sites • Preferred: experience at banking, payments, policy administration, or claims software vendors • Preferred: startup or high-growth technology company experience • Preferred: familiarity with CCaaS, IVR, conversational AI, NLP, Genesys, NICE, Five9, or Nuance • Preferred: understanding of APIs, ISO 20022, FDX/open banking, ACORD, Salesforce Financial Services Cloud, or Microsoft Dynamics • Preferred: exposure to fraud, dispute, claims, identity, or authentication platforms • Preferred: product roadmaps, PRDs, or Agile/Scrum experience

🏖️ Benefits

• Equity or long-term incentives may be available • Short-term incentives of either bonus or commission may be available • Medical, Dental, Vision, Life and Disability Insurance • Employee Assistance Program (EAP) • 401(k) plan • Uncapped paid time off program for exempt employees • Accrual-based paid time off program for non-exempt employees • 14 paid holidays each year • Paid sick leave for non-exempt employees according to accrual standards