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.

About the team

Dialpad is seeking a FP&A Manager to join our team and play a crucial role in financial planning, forecasting and analysis.  This position 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. 

Dialpad’s CX FP&A Manager  will play a key role in shaping the company’s growth strategy by driving financial planning, forecasting, and strategic analysis across post-sales functions. 

The ideal candidate should have substantial experience of working with fast growing organizations and familiarity with a SaaS business model. Additionally, they will bring exceptional analytical skills, strong communications skills, and a keen attention to details. 

Your role

As a FP&A Manager, you’ll partner with CX and PS leaders to provide data-driven insights, 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, Gross Margin, while also building the annual budget, managing forecasts and commissions plans, and providing decision support, this role will enhance profitability, ensure optimal return on strategic investments, and fuel Dialpad’s expansion.

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, 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 strongly preferred; Saas experience 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.

At Dialpad we are looking for builders who are inspired by Dialpad’s mission to make businesses and their people wildly successful.  We seek people who are joining Dialpad not merely to benefit from the value that has already been created but instead to massively increase the value of the company and their equity by adding true value to Dialpad.

Benefits and Perks

Benefits, time-off, and wellness

An apple a day keeps the doctor away—and it doesn’t hurt that we offer flexible time off and great options for medical, dental, and vision plans for all employees. Along with that, employees also receive a monthly stipend to help cover your cell phone bill, home internet bill, and we reimburse for gym membership costs, a variety of wellness events, and more!

Professional development

Dialpad offers reimbursement for expenses related to professional development, up to an annual limit per calendar year.

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Culture
We’ve been named a Top Workplace seven times, and a big part of this is because of our collaborative culture that elevates our teammates, celebrates wins, and brings together passion and talent. 

Compensation
Teamwork makes the dream work, and Dialpad offers competitive salaries because each and every Dialer participates in our success.

Diversity, Equity, and Inclusion (DEI) at Dialpad

At Dialpad, we are passionate about Doing the Right Thing. This means we are committed to building a values-driven culture that celebrates identity, inclusion and belonging. As a global company, it’s our responsibility to come together to create a culture where all Dialers can Work Beautifully, Delight Our Users, and Innovate Continuously to bring our world-class product to life. 

Every Voice Matters at Dialpad. We build community through our Employee Resource Groups, company-wide celebrations, service days, and a robust internal learning & development program focused on the success of our Dialers.

Don’t meet every single requirement? Studies have shown that women and marginalized groups are less likely to apply to jobs unless they meet every single qualification. At Dialpad we are dedicated to building an inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Dialpad is an equal-opportunity employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment.