Senior Strategic Analytics Leader, Customer Office

Proofpoint; Miami (FL); Hybrid; USD 124,000 - 182,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Flexible work environment

Wellness and volunteer days

Job summary

Proofpoint is seeking a highly experienced strategy and operations professional to shape transformation across the Customer Office, including Customer Success, Renewals, Support, and Managed & Professional Services. You will drive data analysis to inform strategic decisions, evaluate investment opportunities, and enable operational excellence across post-sale functions, partnering with Finance, Sales Ops, and BI teams.

This senior IC role reports to the Sr.

Qualifications

• Bachelor’s degree in Business, Management, or related field; MBA preferred.
• 10+ years of experience in strategy, business analysis, operations or related roles.
• 7+ years of experience within SaaS, preferably GTM, Customer Success, Support, or Services Operations.
• Extensive experience with customer-focused analysis—churn analytics, support demand modeling, services attach/expansion, adoption analytics, and customer health/risk modeling.
• Deep expertise analyzing data in Excel across multiple data sets and creating reusable workbooks for senior audiences.
• Proven expertise in using Power BI, Tableau, or other business intelligence tools.
• Experience with CRM, Revenue Management, and Customer Success software (e.g., Salesforce, Clari/Gong, Gainsight/Totango)

Responsibilities

• Conduct complex strategic analysis that informs executive and Board-level decisions across the Customer Office.
• Build sophisticated scenario-based financial and operational models that evaluate strategic alternatives and quantify business impact.
• Synthesize complex analyses into executive-ready recommendations, presentations, and decision frameworks.
• Develop scalable analytical frameworks and self-service tools that enable leaders to evaluate business scenarios and make informed decisions.
• Perform large-scale quantitative analysis across customer, pricing, renewal, services, and operational data to identify trends, opportunities, and risks.
• Develop bottom-up operating, capacity, and financial models that support annual planning.
• Provide planning insights and recommendations that inform quarterly business reviews, Board materials, and strategic planning discussions.
• Maintain integrated planning models spanning budgets, headcount, revenue forecasts, capacity planning, and long-range growth assumptions.
• Refine forecasts, evaluate investment decisions, and monitor performance against plan throughout the year.
• Partner with Finance and Customer Office leadership to align operating plans and strategic priorities.
• Lead recurring business reviews, operational cadences, and governance forums that drive accountability and organizational performance.
• Develop executive-ready reporting and presentation materials for Quarterly Business Reviews, Board meetings, Monthly Business Reviews, and ad hoc leadership requests.
• Define, monitor, and continuously refine key performance indicators and operational metrics across the Customer Office.
• Enable BI by developing dashboards and self-service reporting capabilities for decision-making.
• Ensure the integrity, accuracy, and consistency of operational data and reporting used by executives and the Board.

Skills

Strategy & operations

Executive collaboration

Advanced analytics

Excel proficiency

Power BI

Tableau

CRM systems (Salesforce)

Education

Bachelor’s degree in business/related field

MBA preferred

Tools

Power BI

Tableau

Salesforce

Gong/Gainsight Totango

Job description

Proofpoint is seeking a highly experienced strategy and operations professional to shape transformation across the Customer Office, including Customer Success, Renewals, Support, and Managed & Professional Services. You will drive data analysis to inform strategic decisions, evaluate investment opportunities, and enable operational excellence across post-sale functions, partnering with Finance, Sales Ops, and BI teams.

This senior IC role reports to the Sr.