Serve as front‑line support for standard post‑sales requests, including internal inquiries and account provisioning activities.
Process incoming customer service orders, ensuring they are accurately entered into our systems and aligned with business policies and procedures.
Verify key order information (e.g., product availability, pricing, billing and shipping details) and coordinate with relevant teams to resolve any gaps or questions.
Track provisioning status, proactively follow up on outstanding items, and provide timely updates to internal stakeholders across Sales and CX.
Analyze order data to identify discrepancies, trends, or bottlenecks, and partner with cross‑functional teams to drive timely resolution and process improvements.
Prepare and maintain reports related to order volumes, cycle times, and potential risk areas in the post‑sales process.
Ensure compliance with company policies, order protocols, and customer requirements while maintaining high data quality standards.
Collaborate closely with Sales, Accounts Receivable, Billing, and other internal stakeholders to support a smooth handoff from deal close through billing and provisioning.
Create and continuously improve internal documentation, trackers, and process guides that support scalable, efficient order operations.
Provide excellent internal "customer service" through clear communication, ownership of issues, and diligent follow‑up.
Contribute to ad‑hoc projects and general administrative tasks that help optimize the broader post‑sales and order management lifecycle.
Skills you'll bring
1+ years in Deal Desk, Order Desk, Sales Operations or equivalent experience.
Bachelors degree in Finance/Account, Business or related field.
Strong attention to detail and excellent written and verbal communication skills.
A track record of thriving in a dynamic environment, effectively managing multiple priorities with flexibility and focus.
Strong organizational and problem‑solving skills, with the ability to analyze data, spot discrepancies, and drive issues to resolution.
Ability to build collaborative relationships with Sales, Finance, and other cross‑functional partners, with a service‑oriented mindset.
Comfort working in tools and systems; experience using Salesforce or similar CRM platforms is a plus.
Previous experience in an operations, order processing, billing, or revenue operations role is a plus but not required.
CPQ experience nice to have.
Why Join Dialpad
Benefits
Vision insurance
Additional Information
About Dialpad
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 analyze 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
As an Order Desk Associate, you'll play an integral role in the end-to-end deal cycle by supporting our Global Sales and CX teams as part of the broader Finance organization. You'll be the primary point of contact and subject matter expert for post‑sales order provisioning, ensuring Dialpad customer accounts are provisioned timely and accurately while maintaining a strong focus on operational efficiency and policy adherence.
You'll work closely with Sales, Finance, Accounts Receivable, and Billing to validate order details, resolve discrepancies, and continuously refine our internal order processes in support of business growth. In this role, you'll combine critical thinking, attention to detail, and strong communication skills to become a strategic business partner for Sales and a key contributor to a smooth post‑sales experience for our customers.
This position reports to our Sr. Director, Global Commercial Operations, and has the opportunity to be based in either our Tempe, AZ, or Austin, TX, office.
Dialpad · Austin