Revenue Intelligence Analyst

About Dialpad

Dialpad is the leading AI-powered customer communications platform, transforming how businesses communicate with their customers. More than 50,000 companies around the globe — including Netflix, RE/MAX, Uber, Randstad, and Tractor Supply — rely on Dialpad to build stronger customer connections using real-time, AI-driven insights. Visit  to learn more.

At Dialpad, you’ll be part of a collaborative team working toward our shared mission of making our customers and their employees wildly successful. We believe that every conversation matters, and we're elevating each one with a platform that drives real-time insights and automation for our customers.

We thrive on continuous evolution, where every employee leverages industry-leading AI to constantly refine our platform and our own skills. We seek individuals who not only meet our high standards but go beyond them. Our ambition is significant, and achieving it requires a team that operates at the highest level. We look for individuals who are not just ambitious but who also possess the traits that are fundamental to our success:
Scrappy, Curious, Optimistic, Persistent, and Empathetic
.

As a Revenue Intelligence Analyst, you’ll design, build, and maintain scalable revenue dashboards that power execution discipline and forecast confidence across Dialpad’s global revenue organization.

This role goes beyond reporting. You will build the analytical foundation for pipeline execution effectiveness, forecast performance, and Rev Ops OKR tracking — ensuring our revenue engine operates with clarity and accountability.

This position reports to our Director, Revenue Ops Systems & Tools, and has the opportunity to be based in our Austin or Tempe offices.

• Stage-by-stage conversion rates (by segment and motion).
• Pipeline velocity and time-in-stage analysis.
• Slippage analysis (commit vs. close behavior).
• Deal size progression and expansion attach rates.
• SE-involved vs. non-SE win-rate impact.
• Forecast accuracy trends (commit vs. actual variance).
• Opportunity aging and risk scoring indicators.
• Building and maintaining dashboards that track Rev Ops OKRs across:
• Forecast accuracy
• Conversion improvement
• GRR / NRR targets
• Adoption of operational standards
• Automating OKR performance reporting.
• Ensuring metric definitions are consistent and documented.
• Providing monthly and quarterly OKR visibility to Rev Ops leadership.
• Identifying early deviation signals against OKR targets.
• Design and build executive-ready dashboards in Tableau.
• Develop intuitive visualizations for pipeline, forecast, productivity, retention, and expansion.
• Translate business questions into scalable dashboard solutions.
• Create reusable Tableau data sources and certified dashboards.
• Partner with data engineering and systems teams to ensure clean data pipelines.
• Validate metric definitions and ensure consistency across segments.
• Maintain documentation for revenue metric logic.
• Improve reporting governance and eliminate conflicting definitions.
• Optimize Tableau workbooks for performance and usability.
• Reduce manual reporting and spreadsheet dependency.
• Build scalable dashboard frameworks that grow with the business.

• 4–7+ years of Tableau development experience.
• Advanced Tableau Desktop and Tableau Server / Cloud proficiency.
• Strong SQL skills (joins, aggregations, window functions).
• Experience supporting Sales, Rev Ops, or SaaS revenue teams.
• Deep understanding of dashboard performance optimization.
• Advanced data modeling in Tableau.
• Familiarity with Salesforce data structures (opportunities, pipeline stages, ARR tracking).
• Experience working with data warehouses (Snowflake, Redshift, Big Query, etc.).
• Strong understanding of SaaS revenue metrics:
  • ARR / MRR
  • Pipeline coverage
  • Conversion rates
  • GRR / NRR
  • Forecast variance

• Experience supporting multi-segment SaaS organizations.
• Familiarity with CS platforms (Planhat, Gainsight).
• Exposure to pipeline and forecast analytics.
• Strong analytical rigor and attention to detail.
• Ability to simplify complex data into clear visual narratives.
• Proactive, structured problem solver.
• Clear communicator across technical and…