Manager, Business Intelligence

Socket.dev; Washington (District of Columbia); On-site; USD 136,000 - 190,000; Full time

Job summary

Proofpoint is seeking a Manager of Business Intelligence in the Customer Office to lead design and development of advanced dashboards and drive analysis for Customer Success leadership. You will mentor a small team and partner with senior stakeholders to deliver data-driven insights that power retention and expansion. Deep Power BI expertise is required, with strong Excel and SQL skills.

You’ll work across data sources (CRM, Finance, CS platforms) and report to the Sr. Director, CS Operations.

Qualifications

• 8+ years of experience in business intelligence and data visualization, preferably in a SaaS.
• Strong business acumen with an understanding of SaaS business models and customer success metrics.
• Deep expertise in Power BI is required to apply; other BI and analytics experience is a plus.
• Extensive experience with Excel, including PivotTables, Power Query, DAX, Macros, and VBA.
• Proficiency in SQL for querying and analyzing large datasets (at minimum, sufficient to support Power BI dashboard development).
• Familiarity with Salesforce data model and cloud‑based data platforms (Snowflake, BigQuery, Redshift).
• Experience with project management tools (e.g., Jira) and version control tools (e.g., Git).
• Proven track record of driving analytics and BI initiatives end to end, from requirements through delivery.
• Proven ability to work closely with business stakeholders to understand, scope, and translate requirements into actionable BI solutions.

Responsibilities

• Design, develop, and maintain Power BI dashboards aligned with business needs.
• Create templates and design patterns to accelerate dashboard development.
• Develop visualization tools combining financial, sales, customer activity, and operational metrics.
• Provide documentation and training enabling self‑serve with tools.
• Collaborate with Data Engineering to automate data pipelines for accuracy and scalability.
• Source, clean, and integrate data from CRM, Finance, CS platforms, and data warehouses.
• Mentor BI analysts across time zones and ensure quality and alignment with business needs.
• Partner with Customer Success, Sales, Finance, and Operations to deliver data‑driven insights.

Skills

Power BI

Excel

SQL

Stakeholder management

Analytics

Project management

Tools

Jira

Git

Snowflake

BigQuery

Redshift

Job description

About Us:

Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people, data, and AI agents connect across email, cloud, and collaboration tools. Over 80 of the Fortune 100, 10,000 large enterprises, and millions of smaller organizations trust Proofpoint to stop threats, prevent data loss, and build resilience across their people and AI workflows. Our mission is simple: safeguard the digital world and empower people to work securely and confidently. Join us in our pursuit to defend data and protect people.

How We Work:

At Proofpoint you’ll be part of a global team that breaks barriers to redefine cybersecurity guided by our BRAVE core values:

Bold in how we dream and innovate

Responsive to feedback, challenges and opportunities

Accountable for results and best in class outcomes

Visionary in future focused problem-solving

Exceptional in execution and impact

The Role

As Manager, Business Intelligence in the Customer Office organization, you will lead the design and development of advanced BI dashboards and drive analysis to help Customer Success leadership to make critical decisions and run the business. The tools that you and your team develop will drive insights to power customer retention, expansion, and success strategies.

This role requires proven experience of partnering with senior business stakeholders, ability to drive several initiatives in parallel, and a highly iterative approach to developing tools that rapidly create value for end users. Expect to be very hands‑on and also lead a small, high‑performing team of BI analysts (currently two resources in a different time zone) providing technical direction, mentorship, and day‑to‑day prioritization.

Deep PowerBI knowledge is required. Familiarity with and passion for applying other BI and data analytics techniques are encouraged, but proven PowerBI experience is a must.

If you are passionate about business intelligence, data visualization, and performance analytics — and excited about leading a high-impact team pivotal to a major company transformation — we’d love to hear from you!

This role will report to the Sr. Director, CS Operations - GTM Automation & AI.

*Applicants must be authorized to work in the United States without the need for employer sponsorship now or in the future.

Key Responsibilities:

BI Dashboard Development & Reporting

• Design, develop, and maintain interactive dashboards and reports in Power BI, ensuring alignment with business needs and analytical requirements.
• Create repeatable templates and design patterns to accelerate the development of additional dashboards, dimensions, and data views.
• Develop visualization tools that bring together financial, sales, customer activity, and operational metrics.
• Create documentation and facilitate training to enable end-users to self‑serve with newly developed tools.

Data Engineering, Manipulation & Analysis

• Extract, transform, and analyze large datasets from various sources using Power Query, PowerPivot, DAX, Macros, VBA), SQL
• Partner with central Data Engineering team to automate data pipelines to ensure accuracy and scalability.
• Partner with data teams to source, clean, and integrate data from CRM, Finance, Customer Success platforms, and data warehouses.
• Ensure data consistency and integrity across multiple reporting systems and dashboards.

Advanced Business Intelligence & Automation

• Continuously build expertise in the latest Power BI capabilities and techniques, evaluating new features for opportunities to improve dashboard performance, design, and depth of analysis.
• Learn and leverage BI and analytics capabilities within adjacent platforms (e.g., Snowflake) to complement, extend and potentially replace Power BI solutions.
• Explore and apply AI/LLM technologies to surface BI analysis and visualizations in “headless” mode directly within AI assistants and the workflow systems where the business already works.
• Enhance self‑service capabilities by helping end-users to use AI to extract insights directly from dashboards without requiring deep PowerBI expertise.

Team Leadership & Mentorship

• Lead, mentor, and develop a team of BI analysts across time zones, providing day‑to‑day guidance, technical direction, and prioritization support.
• Architect and review dashboard and analytical solutions developed by the team, ensuring quality, scalability, and alignment with business needs.
• Manage and triage a portfolio of analytics requests and initiatives in parallel, driving progress and communicating status clearly to stakeholders.
• Foster a culture of continuous improvement, best practices, and innovation in BI development.

Cross‑Functional Collaboration & Insights Development

• Partner closely with Customer Success, Sales, Finance, and Operations teams to understand requirements and deliver data‑driven insights that drive customer retention, expansion, and satisfaction.
• Present findings and recommendations to VP+ leadership, translating complex data into clear, actionable insights.
• Support ad‑hoc analysis requests and deep dives into customer performance, risk factors, and upsell opportunities.

Qualifications & Skills

Required

• 8+ years of experience in business intelligence and data visualization, preferably in a SaaS.
• Strong business acumen with an understanding of SaaS business models and customer success metrics.
• Deep expertise in Power BI is required to apply; other BI and advanced analytics experience is a plus.
• Extensive experience with Excel, including PivotTables, Power Query, DAX, Macros, and VBA.
• Proficiency in SQL for querying and analyzing large datasets (at minimum, sufficient to support Power BI dashboard development).
• Familiarity with Salesforce data model and cloud‑based data platforms (Snowflake, BigQuery, Redshift).
• Experience with project management tools (e.g., Jira) and version control tools (e.g., Git)
• Proven track record of driving analytics and BI initiatives end to end, from requirements through delivery.
• Proven ability to work closely with business stakeholders to understand, scope, and translate requirements into actionable BI solutions.
• Demonstrated ability to triage and drive progress across multiple initiatives in parallel.
• Comfort with ambiguity and ability to iterate quickly and enhance designs over time.
• Experience presenting findings and recommendations to VP+ audiences.

Preferred

• Experience leading, leveraging, and mentoring a team
• Familiarity with Python, other data analytics languages and AI technologies
• Experience with ETL processes, data warehousing, and data pipeline automation

Why Proofpoint?

At Proofpoint, we believe that an exceptional career experience includes a comprehensive compensation and benefits package. Here are just a few reasons you’ll love working with us:

• Competitive compensation
• Comprehensive benefits
• Career success on your terms
• Flexible work environment
• Annual wellness and community outreach days
• Always on recognition for your contributions
• Global collaboration and networking opportunities

Our Culture:

Our culture is rooted in values that inspire belonging, empower purpose and drive success-every day, for everyone.

We encourage applications from individuals of all backgrounds, experiences, and perspectives. If you need accommodation during the application or interview process, please reach out to [e-mail].

Consistent with Proofpoint values and applicable law, we provide the following information to promote pay transparency and equity. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets as set out below. Pay within these ranges varies and depends on job‑related knowledge, skills, and experience. The actual offer will be based on the individual candidate. The range provided may represent a candidate range and may not reflect the full range for an individual tenured employee. This role may be eligible for variable compensation and/or equity. We offer a competitive benefits package, including flexible time off, a comprehensive well‑being program with two paid Wellbeing Days and two paid Volunteer Days per year, plus a three‑week Work from Anywhere option.

Base Pay Ranges:

SF Bay Area, New York City Metro Area:

Base Pay Range: 166,500.00 - 244,200.00 USD

California (excludes SF Bay Area), Colorado, Connecticut, Illinois, Washington DC Metro, Maryland, Massachusetts, New Jersey, Texas, Washington, Virginia, and Alaska:

Base Pay Range: 136,200.00 - 199,760.00 USD

All other cities and states excluding those listed above:

Base Pay Range: 124,100.00 - 182,050.00 USD