The Director will also partner with clients to originate, prioritize, and advance complex cross-platform opportunities, including strategic partnerships, co-investments, bespoke solutions, and product co-creation. They will lead end-to-end execution of initiatives via content-led project management, setting direction, sequencing work, and making trade-offs across competing priorities.

Additionally, the Director will coordinate seamlessly across existing coverage/sales teams, regional leads, and investment teams to deliver the full BlackRock platform. They will support the allocation of firm resources intentionally toward the highest-impact initiatives, ensuring clarity of ownership and accountability.

The Director will build and lead high-performing teams by coaching, developing, and elevating VPs, Associates, and Analysts. They will create leverage by raising judgment, execution quality, and ownership across the team.

Experience/Qualifications:

• 10+ years of relevant experience across capital markets, advisory, sales, or transaction-oriented roles with demonstrated decision proximity and ownership of outcomes
• Deep asset class expertise, with the ability to lead senior client conversations credibly and exercise sound judgment across complex investment and portfolio topics
• Demonstrated domain expertise in one or more core GPO client segments (i.e., global banks, insurers, sovereign wealth funds, or large public pensions), including fluency in their operating models, governance, and investment priorities
• Proven track record of owning and converting complex commercial initiatives across multiple stakeholders
• Strong problem-solving and analytical capability, paired with an advisory mindset and the ability to translate content into action through disciplined, end-to-end execution
• High operating maturity, with the ability to prioritize, make trade-offs, and deliver outcomes in ambiguous, high-pressure environments
• Excellent written and verbal communication skills, with experience producing senior-level materials and engaging confidently with executive audiences
• Prior experience leading and developing talent, with a clear commitment to building team leverage

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Dialpad is the AI-native business communications platform. We unify calling, messaging, meetings, and contact center on a single platform - powered by AI that understands every conversation in real time.

More than 70,000 companies around the globe, including WeWork, Asana, NASDAQ, AAA Insurance, COMPASS Realty, Uber, Randstad, and Tractor Supply, rely on Dialpad to build stronger customer connections using real-time, AI-driven insights.

We’re now leading the shift to Agentic AI: intelligent agents that don’t just analyse conversations but take action by automating workflows, resolving customer issues, and accelerating revenue in real time. Our DAART initiative (Dialpad Agentic AI in Real Time) is redefining what a communications platform can do.

Visit dialpad.com to learn more.

Being a Dialer

At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more.

We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves.

We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level.

We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic.

Your role

The Revenue Operations Manager – Post Sales owns the operational mechanics of Dialpad’s recurring revenue engine. This role is accountable for:

• Gross Revenue Retention (GRR)
• Net Revenue Retention (NRR)
• Renewals forecast accuracy
• Expansion pipeline governance
• Customer Success & Renewals operating cadence
• Land → Expand → Adopt → Renew journey integrity
• Product interlocks & operationalization of new product introductions within the installed base

This is a revenue ownership role,not a reporting function or a CS business partner role. This position reports to our Director of Business Operations and has the opportunity to be based in our Austin or Tempe offices.

What you’ll do

• Own operational governance of Gross and Net Revenue Retention.
• Monitor churn, contraction, and expansion drivers.
• Identify structural gaps impacting retention.
• Establish leading indicators for revenue risk.
• Provide executive-level visibility into recurring revenue health.
• Own renewal forecasting methodology and discipline.
• Validate renewal commitments and risk assessments.
• Improve renewal forecast accuracy across segments.
• Establish a structured renewal inspection cadence.
• Design and run operational forums for CS and Renewals.
• Standardize inspection standards across segments.
• Align expansion governance with sales forecasting rigor.
• Ensure consistent pipeline hygiene within post-sales motions.
• Own expansion opportunity visibility and stage discipline.
• Monitor cross-sell/upsell pipeline health.
• Identify leakage within installed accounts.
• Align expansion inspection standards with new logo practices.
• Define and govern operational handoffs across lifecycle stages.
• Ensure adoption signals are visible and measurable.
• Identify friction points in the customer journey.
• Partner cross-functionally to improve retention mechanics.
• Serve as RevOps lead for new product rollouts within the installed base.
• Ensure expansion, attach visibility, and adoption tracking.
• Monitor product adoption metrics impacting retention.
• Provide feedback loops to Product on customer behaviour trends.

Skills you’ll bring

• 6–8+ years in Revenue Operations, CS Operations, or Post-Sales Strategy.
• Experience supporting subscription SaaS retention motions.
• Deep understanding of renewal forecasting and expansion mechanics.
• Strong analytical capability and structured thinking.
• Comfortable influencing CS and executive leadership.
• Ability to operate in high-growth, cross-functional environments.
• Experience with Customer Success platforms (Planhat preferred; Gainsight, Totango, or ChurnZero acceptable).
• Strong understanding of renewal forecasting and GRR/NRR modeling.
• Advanced Excel / Sheets modeling skills; SQL proficiency preferred.
• Deep familiarity with Salesforce opportunity and account data structures.
• Experience integrating CS platforms with CRM systems.
• Ability to translate product usage data into retention insights.
• Strong BI and data visualisation experience.

Why Join Dialpad

Work at the centre 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 recognised 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.

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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As a core member of the Strategy & Operations team, you'll apply structured problem-solving, financial rigor, and operational discipline to turn strategic priorities into actionable, measurable outcomes. The role combines high-performance expectations with a strong learning and development environment , ideal for early-career professionals seeking to grow into future strategy, operations, or general management leaders.

Enterprise Strategy Development:

• Support the multi-year strategic planning and annual operating strategy cycles.
• Evaluate portfolio tradeoffs across platforms, software, hardware, and emerging growth vectors.
• Conduct market sizing, competitive analysis, and scenario modeling across U.S. and allied defense markets.

Capital Allocation & Business Case Rigor:

• Build financial models and analytic frameworks for investment decisions (new platforms, manufacturing, international expansion).
• Assess TAM, margin structure, capital intensity, payback, and risk-adjusted returns.
• Contribute to the development of enterprise-wide capital allocation frameworks and governance processes.

Operationalization of Strategy:

• Translate strategic priorities into cross-functional execution plans with defined KPIs and milestones.
• Track and report on progress through structured operating cadences (monthly and quarterly performance reviews).
• Identify bottlenecks, analyze root causes, and recommend actionable solutions to sustain execution velocity.

Required qualifications:

• Min 12+ years of experience with Bachelors, 8+ with Masters, and 5+ with PhD
• Min 4+ years' experience in a strategy consulting, corporate strategy or other high-rigor roles
• Strong analytical and conceptual problem-solving abilities.
• Demonstrated ability to structure ambiguous problems and drive insight through analysis.
• Financial modeling and analytical capability (unit economics, forecasting, scenario analysis).
• Experience or strong interest in complex, technical, or regulated industries (aerospace, defense, AI, or advanced manufacturing preferred).
• Ability to work collaboratively across teams and influence senior stakeholders.
• U.S. citizenship required (ability to obtain and maintain a security clearance).

$150,000 - $230,000 a year

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Key Responsibilities:

Liquidity and Cash Management: Own liquidity forecasting and cash planning; define liquidity buffers and escalation triggers. Oversee day-to-day treasury operations, bank account structures, cash movements, and payment flows.

Capital / Own Funds Governance: Support own funds monitoring and capital planning aligned with the applicable prudential framework for our company. Prepare capital and liquidity reporting packs for senior management and the Board.

Banking Relationships and Counterparty Risk: Manage key banking relationships, service levels, and operational performance; support selection and onboarding of new banking partners. Monitor counterparty risk and contribute to contingency planning and operational resilience arrangements.

Safeguarding Oversight and Coordination: Partner with Safeguarding and Finance to ensure customer funds safeguarding structures are robust and aligned with operational and control requirements. Support oversight of permitted investment approaches (where applicable) and related reporting and controls.

Reporting, Controls, and Continuous Improvement: Implement and operate treasury controls, reconciliations, and evidence packs; support audits and supervisory requests. Drive continuous improvement and automation of forecasting and treasury reporting workflows.

Key Requirements:

Education: Bachelor’s or Master’s degree in Finance, Treasury, Economics, or a related field.

Experience: 5+ years in treasury, liquidity, capital, or cash management roles within regulated financial services (payments/EMI, fintech, bank, or capital markets). Experience building treasury controls and governance, including Board-ready reporting.

Skills: Strong analytical capability (forecasting, scenario analysis, stress considerations) and strong controls mindset. Excellent stakeholder management, with the ability to operate effectively in a fast-paced, scaling environment.

Languages: Fluent English required

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