
CX FP&A Manager
About Dialpad
Dialpad is the leading Ai-powered customer communications platform, transforming how businesses communicate with their customers. More than 50,000 companies around the globe — including Netflix, RE/MAX, Uber, Randstad, and Tractor Supply — rely on Dialpad to build stronger customer connections using real-time, Ai-driven insights. Visit dialpad.com to learn more.
Being a Dialer
At Dialpad, you’ll be part of a collaborative team working toward our shared mission of making our customers and their employees wildly successful. We believe that every conversation matters, and we're elevating each one with a platform that drives real-time insights and automation for our customers.
We thrive on continuous evolution, where every employee leverages industry-leading Ai to constantly refine our platform and our own skills. We seek individuals who not only meet our high standards but go beyond them. Our ambition is significant, and achieving it requires a team that operates at the highest level. We look for individuals who are not just ambitious but who also possess the traits that are fundamental to our success: Scrappy, Curious, Optimistic, Persistent, and Empathetic.
Your role
As an FP&A Manager, you’ll partner with CX and PS leaders to provide data-driven insights and financial analyses that optimize resource allocation and assess ROI on post-sales initiatives to support efficient budget management. By monitoring and influencing key metrics such as NRR/GRR and Gross Margin, while also building the annual budget, managing forecasts and commission plans, and providing decision support, this role will enhance profitability, ensure optimal returns on strategic investments, and fuel Dialpad’s expansion.
You will partner with our post-sales teams, including Customer Experience and Professional Services organizations, collaborating with senior management, operational teams, commercial teams, and others to provide data-driven insights that support strategic decision-making. You will play a key role in shaping the company’s growth strategy by driving financial planning, forecasting, and strategic analysis across post-sales functions.
This position reports to our Head of FP&A and has the opportunity to be based in our San Ramon or Austin Offices.
What you’ll do
- Financial modeling, including budgeting, reporting, and what-if scenarios.
- Lead annual budgeting activities for the CX and PS teams, including compensation planning.
- Conduct monthly budget reviews with Senior CX Leadership.
- Partner with all levels of management to gather, summarize, and prepare recommendations regarding financial plans, trended future requirements, and operating forecasts.
- Present data in cohesive reports that provide clear communication.
- Conduct and prepare special studies to analyze complex financial actions and prepare recommendations.
- Analyze financial information to determine present and future financial performance.
- Build and maintain a post-sales capacity and revenue model to guide hiring demands and ROI.
- Assist with other projects as needed.
Skills you’ll bring
- Bachelor's degree in Accounting or Finance.
- At least 8 years of combined accounting and FP&A experience; experience supporting CX or PS organizations is strongly preferred; SaaS experience is strongly preferred.
- Proficiency in working in Google Workspace and advanced skills in Google Sheets or Excel.
- Strong modeling background, including financial analysis and monthly reporting.
- Strong data analysis skills; preferably with SQL competency.
The ideal candidate should have substantial experience working with fast-growing organizations and familiarity with a SaaS business model. Additionally, they will bring exceptional analytical skills, strong communication skills, and a keen attention to detail.
We believe in investing in our people. Dialpad offers competitive benefits and perks, alongside a robust training program that helps you reach your full potential. We have designed our offices to be inclusive, offering a vibrant environment to cultivate collaboration and connection. Our exceptional culture, recognized repeatedly as a certified Great Place to Work, ensures every employee feels valued and empowered to contribute to our collective success.
Don’t meet every single requirement? If you’re excited about this role and you possess the fundamental traits, the drive, and strong ambition we seek, but your experience doesn’t satisfy every qualification, we encourage you to apply.
Dialpad is an equal-opportunity employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment.
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