Agentic Transformation Advisor

About the role

The owns the end to end strategy and execution required to accelerate the adoption of Dialpad's agentic products across new and recently closed customer opportunities. This role owns the specialist overlay motion for agentic products and acts as the primary subject matter expert in the field. The hire will partner closely with frontline Account Executives and cross functional partners to identify, qualify, position, pitch, and close agentic product opportunities. They will shape how these products are brought to market by coaching the field, strengthening sales motions, and turning customer feedback into actionable insights. The role connects product value to customer outcomes while surfacing risks, opportunities, and product needs across the business. Dialpad seeks individuals who embody the traits of being scrappy, curious, optimistic, persistent, and empathetic in every interaction.

Key facts

What you'll do

Own the specialist overlay motion for agentic products across new business and recently closed customer opportunities.

Partner with frontline Account Executives to qualify opportunities, develop deal strategies, and support opportunities from initial engagement through close.

Lead strategic customer conversations that clearly position the value of our agentic product suite against customer pain points and business goals.

Deliver compelling pitches, product storytelling, and objection handling tailored to customer needs and desired outcomes.

Coach the sales team on best practices for positioning, pitching, and handling objections related to agentic products.

Surface customer insights, product feedback, and roadmap priorities to cross functional teams on a regular basis.

Collaborate with customer success and implementation to ensure smooth onboarding and realization of agentic product value.

Analyze pipeline and performance metrics to identify blockers, refine motions, and drive continuous improvement.

Act as a trusted advisor who translates customer outcomes into concrete product value and business impact.

Champion the adoption of agentic workflows by demonstrating how they reduce busywork and enhance customer experience.

Work closely with product and marketing teams to refine positioning, messaging, and enablement materials for target segments.

Requirements

You have experience owning a specialist overlay motion for a portfolio of customer opportunities in a SaaS environment.

You demonstrate a track record of collaborating with frontline sales teams to qualify, develop, and close complex deals.

You possess strong strategic communication skills and can lead conversations that connect product capabilities to business outcomes.

You are comfortable delivering pitches, handling objections, and telling product stories to executive level stakeholders.

You have experience coaching sales teams on positioning, pitching, and objection handling in a technology or SaaS context.

You can analyze pipeline data, identify patterns, and use insights to refine sales strategies and motions.

You have worked with customer success and implementation teams to ensure onboarding and realization of product value.

You embody Dialpad's core traits of being scrappy, curious, optimistic, persistent, and empathetic in all working relationships.

Practical notes

The Agentic Transformation Advisor operates in a fast paced environment where AI is embedded into every part of the customer journey. You will spend time with both internal stakeholders and external customers to ensure that Dialpad's agentic products deliver clear and measurable value. This role requires a balance of strategic thinking, hands on execution, and collaboration across teams. You will be expected to maintain a deep understanding of customer industries, use cases, and decision making processes. The ability to synthesize feedback and translate it into product and sales improvements is critical. Success in this role will be measured by your impact on adoption, customer outcomes, and the overall growth of agentic product offerings. You must be able to work independently and as part of a cross functional team, managing multiple priorities while maintaining a high standard of quality. Dialpad provides the platform and tools, and you will be responsible for ensuring they are leveraged to their full potential across the customer lifecycle. This position is integral to bridging the gap between product capabilities and customer value realization.