Manager, Business Intelligence - Customer Success

Proofpoint; California (MO); On-site; USD 124,000 - 244,000; Full time

Job summary

Proofpoint is seeking a Manager, Business Intelligence in the Customer Office to lead the design, development and governance of Power BI dashboards and analytics that enable Customer Success to drive retention and growth.

You will mentor a small BI team across time zones, partner with Sales, Finance and Operations, and stay hands-on with analytics while delivering scalable data solutions and insights.

Qualifications

• 8+ years in business intelligence and data visualization, preferably SaaS.
• Strong business acumen with SaaS metrics understanding.
• Power BI expertise required; other BI experience a plus.
• Excel proficiency: PivotTables, Power Query, DAX, Macros, VBA.
• SQL proficiency for large datasets.

Responsibilities

• Design, develop, and maintain Power BI dashboards supporting business needs; create templates and patterns for scalable dashboards.
• Extract, transform, and analyze data; collaborate with Data Engineering to automate pipelines and ensure data quality.
• Continuously improve BI capabilities; evaluate new features and AI integrations to enhance analytics.

Skills

Power BI

SQL

Excel

Stakeholder mgmt

Team leadership

SaaS metrics

Data visualization

Python

Snowflake

BigQuery

Redshift

Tools

Jira

Git

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 PowerBI 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 Power BI 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 & ReportingDesign, develop, and maintain interactive dashboards and reports in Power BI (required), 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 & AnalysisExtract, 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 & AutomationContinuously 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 & MentorshipLead, 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 DevelopmentPartner 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].

Proofpoint is an equal opportunity employer

Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability.

Find your network, your allies, and your biggest fans. We know that work is simply better when you’re surrounded by people who inspire you—who share ideas, cheer you on, and genuinely want to see you succeed. That’s why we offer social circles, sponsored networks, and connection points across teams and time zones—to help you find your people, build your community, and thrive together. This isn’t just a job—it’s a mission to protect people and defend data in a world that never slows down. We’re building the future of human‑centric cybersecurity, and that future belongs to all of us. We take ownership, move fast, and hold ourselves accountable—because that’s what it takes to stay ahead. And we do it together, winning as one. Be empowered to reach your full potential through meaningful challenges and personalized support—designed around you and your goals. Whether you're growing as a leader or leveling up from great to exceptional as an individual contributor, we’re here to help you get there.

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

Proofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams.

We are the leader in human‑centric cybersecurity. Half a million customers, including 87 of the Fortune 100, rely on Proofpoint to protect their organizations. We’re driven by a mission to stay ahead of bad actors and safeguard the digital world. Join us in our pursuit to defend data and protect people.

Our BRAVE Values: At Proofpoint, we are BRAVE in everything we do, and our values aren’t just words—they shape how we work, collaborate, and grow. We seek people who are bold enough to challenge the status quo, responsive in the face of ever‑evolving threats, and accountable for delivering real impact. We value those with a visionary mindset who anticipate what’s next and push cybersecurity forward, and we celebrate exceptional execution that ensures we continue to defend data and protect people.