Sr. Business Value Consultant, Agentic AI
About this role
Analytical professionals who thrive at the intersection of business strategy, data analytics, and customer engagement will find a natural home in this role. Dialpad seeks a Senior Business Value Consultant to help strategic customers translate complex Agentic AI deployments into tangible, measurable financial and operational outcomes. The team operates at the core of the company's AI-driven customer experience platform, bridging the gap between sales promises and post-launch realities.
Working across functional boundaries, the person in this position will establish performance baselines, build sophisticated financial models, design executive-level dashboards, and lead strategic conversations with CFOs and VPs. The role exists to institutionalize a scalable discipline for proving value realization, equipping account teams with the evidence needed for renewals and expansions. Success requires a practical, curious, and accountable mindset capable of turning raw operational telemetry and usage data into clear, defensible business cases.
What you will do
- Participate in discovery workshops with cross-functional account teams to map current workflows and identify high-impact automation opportunities.
- Translate customer objectives and contractual commitments into practical measurement plans with defined KPIs and success criteria.
- Develop financial and operational models encompassing ROI, total cost of ownership, payback periods, and risk reduction.
- Partner with product, engineering, finance, and customer teams to connect relevant data sources and define reporting requirements prior to launch.
- Build customer value-management dashboards and scorecards to transform complex usage and billing data into clear insights.
- Lead executive readouts and value conversations that distinguish outcomes, evidence, assumptions, and recommended actions.
What you need
- Bring six or more years of experience in value engineering, management consulting, strategic finance, business operations, customer analytics, or related customer-facing roles.
- Demonstrate a proven ability to build robust business cases that withstand scrutiny from executive-level stakeholders like CFOs and VPs.
- Possess experience translating ambiguous business goals into measurable outcomes, baselines, targets, and operating plans.
- Show hands-on background in customer discovery, business-process mapping, or workflow analysis for enterprise software or technology clients.
- Demonstrate working fluency with product data, usage metrics, billing information, and financial or operational modeling.
- Maintain proficiency using spreadsheets alongside at least one BI, analytics, or data-querying tool for investigation and presentation.
Benefits
- Competitive salary
- Comprehensive benefits
- Real opportunities for growth
Skills and tech stack
Questions candidates ask
What is the location policy for this role?
The position is based in Austin, US, with hybrid work options and inclusive office environments designed to cultivate collaboration and connection.
What kind of data and modeling will I work with?
You will work with product data, usage data, billing or pricing data, and financial or operational models to establish baselines like fully loaded cost per contact, average handle time by intent, and first-contact resolution.
Who will I collaborate with across the organization?
You will collaborate closely across Customer Success, Professional Services, Sales, Product, Engineering, and Finance teams to connect relevant data sources and ensure deployment readiness.
What background is required for applicants?
Candidates need six or more years of experience in value engineering, management consulting, strategic finance, business operations, customer analytics, or a related customer-facing role in enterprise software, AI, or technology.