What are the responsibilities and job description for the Client Sales Strategy and Analytics Manager position at Dialpad?
About Dialpad
Dialpad is the leading Ai-powered customer communications platform creating human-first, Ai-enhanced solutions that will drive the next wave of how businesses communicate with and serve their customers. Enterprise customers like Randstad, Remax, Mizuho, Cigna, T-Mobile, Johns Hopkins, Motorola, Warby Parker, Panera Bread, and Netflix, use Dialpad and its Ai capabilities to deliver amazing customer experiences. Supported by notable investors such as Andreessen Horowitz, Google Ventures, and ICONIQ Capital, Dialpad is a dynamic force in Ai technology with a rapidly expanding presence. Visit dialpad.com to learn more.
About The Team
Our operations teams play a vital role in the success and scalability of Dialpad’s Sales Organization by providing critical support and visibility. The Sales Operations team ensures industry-leading efficiency through strategic problem-solving, expertise in reporting tools, and strong cross-functional collaboration. This role focuses on empowering internal teams to drive success and streamline processes for our sales organization.
Your role
As a Client Sales Strategy and Analytics Manager, you will focus on enabling client sales success through actionable insights, optimized processes, and strategic support. This role is integral in empowering our client sales leadership with data-driven strategies, Tableau-based visualizations, and streamlined processes built in collaboration with the data and Salesforce teams. Your contributions will enhance the team’s ability to execute on determining whitespace, managing territories and quotas, and implement impactful client sales strategies.
What You’ll Do
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.
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.
Dialpad is the leading Ai-powered customer communications platform creating human-first, Ai-enhanced solutions that will drive the next wave of how businesses communicate with and serve their customers. Enterprise customers like Randstad, Remax, Mizuho, Cigna, T-Mobile, Johns Hopkins, Motorola, Warby Parker, Panera Bread, and Netflix, use Dialpad and its Ai capabilities to deliver amazing customer experiences. Supported by notable investors such as Andreessen Horowitz, Google Ventures, and ICONIQ Capital, Dialpad is a dynamic force in Ai technology with a rapidly expanding presence. Visit dialpad.com to learn more.
About The Team
Our operations teams play a vital role in the success and scalability of Dialpad’s Sales Organization by providing critical support and visibility. The Sales Operations team ensures industry-leading efficiency through strategic problem-solving, expertise in reporting tools, and strong cross-functional collaboration. This role focuses on empowering internal teams to drive success and streamline processes for our sales organization.
Your role
As a Client Sales Strategy and Analytics Manager, you will focus on enabling client sales success through actionable insights, optimized processes, and strategic support. This role is integral in empowering our client sales leadership with data-driven strategies, Tableau-based visualizations, and streamlined processes built in collaboration with the data and Salesforce teams. Your contributions will enhance the team’s ability to execute on determining whitespace, managing territories and quotas, and implement impactful client sales strategies.
What You’ll Do
- Collaborate with internal support departments to develop effective client sales strategies.
- Create and maintain dashboards and reports in Tableau to provide actionable insights to client sales leadership.
- Partner with cross-functional teams to develop new reporting capabilities and automate workflows.
- Prepare Quarterly Business Review (QBR) presentations with a focus on strategic insights and data-driven storytelling.
- Support the annual sales planning process, including territory and quota-setting management.
- Manage and optimize Salesforce processes to ensure data accuracy and operational efficiency.
- Provide ad-hoc reporting and insights based on sales leadership requests.
- Facilitate bi-weekly sales calls by preparing data and ensuring relevant insights are shared.
- Implement and integrate new technologies to enhance sales team productivity.
- Respond to internal inquiries via email, phone, and chat to ensure smooth operations.
- Minimum 3-5 years’ experience in a sales operations, strategy, or analytics role.
- Salesforce expertise, including managing workflows, reports, and dashboards.
- Proficiency with BI tools such as Tableau, Domo, or Microsoft Power BI.
- Demonstrated ability to work with large, complex datasets and drive actionable insights.
- Exceptional written and verbal communication skills, with the ability to craft compelling narratives for presentations.
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
- A collaborative mindset with the ability to work effectively across departments.
- Experience supporting QBRs and strategic sales planning initiatives.
- Positive, adaptable team player who thrives in a fast-paced environment.
- Familiarity with SaaS business models is a plus.
- A self-starter excited about finding innovative ways to improve processes and leverage data.
- Goal-oriented, with a drive to meet and exceed KPIs.
- Quick to establish rapport and situational awareness within cross-functional teams.
- Passionate about enabling client sales teams to succeed through data-driven strategies and operational excellence.
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.
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.
