Why This Job is Featured on The SaaS Jobs
This VP remit sits at a common inflection point in enterprise SaaS, where vertical strategy becomes the bridge between a horizontal platform and regulated, high-stakes industries. Financial Services and Insurance buyers tend to demand proof of security, compliance, and operational resilience, and the role is positioned to define how capabilities like customer experience automation, AI, and workflow orchestration translate into credible industry-specific outcomes. It is also notable for spanning both market narrative and the practical mechanics of commercialization, including partners and sales enablement.
For a SaaS career, this kind of role builds durable leverage across multiple functions. It develops the ability to convert domain signals into product direction, packaging, and positioning, while staying close to revenue motion through strategic pursuits and executive messaging. Experience shaping use cases, guiding go-to-market segmentation, and aligning product with regulated buyer constraints tends to transfer well across enterprise SaaS categories where trust, adoption, and change management drive expansion.
This role fits a senior operator who prefers cross-functional influence over single-lane execution and is comfortable being market-facing. It will suit someone who enjoys synthesizing industry insight into clear guidance for product, sales, and alliances, and who wants ownership over how a SaaS platform earns credibility in complex enterprise environments.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
Your 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. The ideal candidate can move fluidly between industry vision, product translation, customer credibility, and revenue impact.
This position reports to our SVP, Marketing and Vertical Solutions.
What you’ll do
- 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.
Skills you’ll bring
- 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.
