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Job Description
Dialpad is seeking a CX FP&A Manager to partner with CX and PS leaders, providing data-driven insights and financial analyses to optimize resource allocation and assess ROI on post-sales initiatives. This role supports efficient budget management and enhances profitability, ensuring optimal returns on strategic investments, and fueling Dialpad’s expansion. The CX FP&A Manager will collaborate with senior management, operational teams, and commercial teams to provide data-driven insights that support strategic decision-making and shape the company’s growth strategy.Responsibilities:- 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.
- 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.
- Competitive benefits and perks.
- Robust training program.
- Vibrant and inclusive office environment.
- Exceptional culture recognized as a Great Place to Work.
