Dialpad

Sr. Business Value Consultant, Agentic AI

Dialpad$110K — $130K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Over 6 years in value engineering, management consulting, or similar customer-facing roles in tech.
  • Proven ability to build robust business cases for high-level stakeholders.
  • Experience translating complex business goals into actionable metrics.
  • Familiar with customer discovery and workflow analysis for large enterprises.
  • Knowledge of operational baselines pertinent to contact centers or similar environments.
  • Comfortable presenting financial insights to executive audiences.
  • Proficiency in data analysis tools and modeling techniques.

Responsibilities

  • Participate in discovery workshops as the customer-value consultant.
  • Analyze workflows, pain points, and business priorities to identify improvement opportunities.
  • Translate customer goals into comprehensive measurement plans.
  • Define success metrics, outcomes, and KPIs for projects.
  • Communicate with Sales to prioritize values that matter to executives.
  • Focus on key value measures rather than every potential metric.
  • Develop financial models showcasing ROI, total cost of ownership, and other key metrics.

Benefits

  • Work at the forefront of AI in business communications.
  • Contribute to innovative agentic AI products that transform operations.
  • Inclusive work culture recognized as a Great Place to Work.
  • Access to advanced AI tools and comprehensive training programs.
Full Job Description
Your roleAs a Business Value Consultant for Agentic AI, you will help strategic customers turn ambitious AI deployments into measurable, defensible business outcomes.

You will connect the value promised during the sales process to the data generated after launch-establishing baselines, defining success metrics, building dashboards and business cases, and creating executive-level narratives that demonstrate whether an agentic deployment delivered on its promises.

This is a hybrid strategy, analytics, and customer-facing role. You will move comfortably between an ROI conversation with a CFO, a value review with a customer success team, and the underlying telemetry, usage, billing, and operational data that make the story credible.

You will help establish a scalable discipline for proving that the value sold is the value realized. Your work will give customers a clear view of progress, equip account teams with evidence-based renewal and expansion narratives, and create repeatable value models for Dialpad's strategic Agentic AI customers.

What you'll do
  • Participate in qualified discovery workshops as the customer-value partner on a cross-functional account team.
  • Understand current-state workflows, intents, handoffs, pain points, operating conditions, and business priorities.
  • Identify high-impact automation opportunities and the instrumentation needed to measure them.
  • Translate customer objectives, contractual commitments, and desired outcomes into practical measurement plans.
  • Define the value hypothesis, baseline performance, target outcomes, KPIs, success criteria, assumptions, owners, and data sources.
  • Partner with Sales to identify the outcomes that matter most to the economic buyer, operational champion, and executive sponsor.
  • Focus each account on a manageable set of meaningful value measures rather than tracking every possible metric.
  • Develop financial and operational models that may include ROI, total cost of ownership, payback, time-to-value, adoption, quality, customer experience, and risk reduction.
  • Identify measurement risks early, including unclear baselines, unavailable data, changing operating conditions, or targets that are not meaningful to the customer.
  • Partner with Product, Engineering, Finance, and customer teams to connect relevant data sources and define measurement and reporting requirements before launch.
  • Reconcile data discrepancies and investigate anomalies before customer-facing reporting is published.
  • Build customer value-management dashboards and scorecards.
  • Turn complex data into clear insights that customers and internal teams can act on.
  • Work with Product, Engineering, and Professional Services on structured launch-readiness reviews for strategic deployments.
  • Maintain visibility into the value story throughout implementation and identify gaps between expected and realized outcomes.
  • Ensure delivery teams understand what customer success looks like and how success will be measured.
  • Lead or co-lead customer value conversations.
  • Present progress through dashboards and executive readouts that clearly distinguish outcomes, evidence, assumptions, risks, and recommended actions.
  • Help customers connect operational improvements to broader business priorities.
  • Support the transition from deployment into ongoing managed services or Customer Success engagement.

Skills you'll bring
  • 6+ years of experience in value engineering, management consulting, strategic finance, customer analytics, business operations, business intelligence, or a related customer-facing role in enterprise software, AI, or technology.
  • Demonstrated ability to build business cases that withstand scrutiny from CFO-, VP-, and executive-level stakeholders.
  • Experience translating ambiguous business goals into measurable outcomes, baselines, targets, and operating plans.
  • Experience participating in customer discovery, business-process mapping, or workflow analysis for enterprise customers.
  • Experience defining contact-center or operational baselines such as fully loaded cost per contact, average handle time by intent, first-contact resolution, containment, or transfer outcomes.
  • Comfort owning the numbers in front of an executive sponsor and explaining both the conclusion and the assumptions behind it.
  • Working fluency with product data, usage data, billing or pricing data, and financial or operational modeling.
  • Experience using spreadsheets and at least one BI, analytics, or data-querying tool to investigate data and communicate insights.
  • Strong written and verbal communication skills, including the ability to make complex analysis clear, concise, and decision-oriented.
  • Ability to manage multiple strategic accounts or workstreams while maintaining disciplined follow-through on milestones, data quality, and customer commitments.
  • Experience collaborating across Customer Success, Professional Services, Sales, Product, Engineering, and Finance.
  • A practical, curious, and accountable working style-you know when to challenge an assumption, investigate further, and make a recommendation.


Why Join Dialpad
  • Work at the center of the AI transformation in business communications
  • Build and ship agentic AI products that are redefining how companies operate
  • Join a team where AI amplifies every employee's impact
  • Competitive salary, comprehensive benefits, and real opportunities for growth

We believe in investing in our people. Dialpad offers competitive benefits and perks, cutting-edge AI tools, and a robust training program that help 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, repeatedly recognized as a Great Place to Work, ensures that 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 possess the fundamental traits, drive, and strong ambition we seek, but your experience doesn't meet every qualification, we encourage you to apply.

About Dialpad

Dialpad is a cloud-based communication platform that provides voice, video, and messaging services to businesses. The company was founded in 2011 and is headquartered in San Francisco, California. Dialpad's platform integrates with other business applications, such as Salesforce and G Suite, to provide a seamless communication experience for users.
Learn more about Dialpad
Size
1,000 employees
Industry
Founded
2011

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