Senior Strategy & Analytics Leader, Customer Office

Proofpoint; United States; Hybrid; USD 124,000 - 182,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Flexible work environment

Wellness and volunteer days

Global collaboration

Recognition program

Career growth

Job summary

Proofpoint is seeking a senior strategy and operations professional to shape transformation across the Customer Office, including Customer Success, Renewals, Support, and Managed & Professional Services.

You will drive data-driven decisions, evaluate new investments, and enable operational excellence across post-sale functions, working with Strategy, Operations & Transformation, Finance, Sales Ops and BI teams. This is a senior IC role reporting to the Sr. Manager, Planning & Business Analysis.

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)
• Proven ability to thrive in a high-growth, fast-paced, dynamic environment, and drive results in a highly matrixed organization through collaboration and innovation.
• Highly independent; ability to work rapidly and productively with general direction.
• Strong strategic thinking, analytical skills, and problem-solving abilities.
• Excellent communication and executive-level presentation skills.

Responsibilities

• Executive decision support: conduct complex strategic analysis for executive decisions across the Customer Office.
• Scenario modeling: build sophisticated financial/operational models to evaluate options.
• Executive communications: synthesize analyses into executive-ready recommendations and decks.
• Analytical framework development: create scalable self-service tools for leaders.
• Deep dive analysis: analyze customer, pricing, renewal, services data for trends and risks.
• Annual planning: develop bottom-up operating, capacity, and financial models.
• Planning model management: maintain budgets, headcount, revenue forecasts, capacity planning.
• Forecasting & performance management: refine forecasts and monitor against plan.
• Cross-functional partnership: align operating plans with Finance and Customer Office leadership.
• Business cadence management: lead reviews and governance forums.
• Executive reporting: prepare materials for QBRs and Board meetings.
• Data governance: ensure data integrity for executives and the Board.
• BI enablement: partner to develop dashboards and self-service reporting.

Skills

Strategic thinking

Analytical skills

Executive communication

Cross-functional collaboration

Advanced Excel

Power BI/Tableau

CRM & CS tools

Data analysis

Independent worker

Problem solving

Education

Bachelor’s degree

MBA preferred

Tools

Salesforce

Clari

Gong

Gainsight

Totango

Revenue Management

Job description

Proofpoint is seeking a senior strategy and operations professional to shape transformation across the Customer Office, including Customer Success, Renewals, Support, and Managed & Professional Services.

You will drive data-driven decisions, evaluate new investments, and enable operational excellence across post-sale functions, working with Strategy, Operations & Transformation, Finance, Sales Ops and BI teams. This is a senior IC role reporting to the Sr. Manager, Planning & Business Analysis.