Real Estate Manager
RSM US LLP
Senior Strategy & Business Analysis Manager
Proofpoint
full-time
Posted on:
Location Type: Hybrid
Location: Colorado, Illinois, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $120,525 - $237,050 per year
Job Level
Senior
Tech Stack
Tableau
About the role
- Conduct complex analysis to inform key decisions and long-term strategy across the Customer Office (Customer Success, Renewals, Support, Services).
- Deliver insights on customer segmentation, churn risk and drivers, pricing, services attach/expansion, etc.
- Model the impact of new investments on churn reduction, customer experience, and revenue expansion.
- Create and facilitate executive-level presentations that clearly explain data insights and resulting recommendations.
- Perform ad-hoc deep dives into key drivers of Customer Office performance, surfacing actionable insights for leadership.
- Lead analysis feeding into annual planning, quarterly business reviews, and Board of Director materials.
- Develop capacity models for Success, Support, and Services teams to support growth and scalability.
- Closely partner with Finance during planning cycles
- Run standing business cadences (e.g., QBRs, monthly metrics reviews) across the Customer Office to track performance and drive accountability.
- Define, monitor, and continuously refine KPIs and operational metrics across all post-sale functions.
- Ensure data integrity across reporting systems (e.g., Salesforce, Clari, PowerBI) to drive confidence in metrics used by executives and the Board.
Requirements
- 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 within 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.
Benefits
- Competitive compensation
- Comprehensive benefits
- Learning & Development: We are committed to the growth and development of our team members, offering a range of programs including leadership and professional development workshops, stretch project assignments, and mentoring opportunities to help employees reach their full potential.
- Flexible work environment: [Remote options, hybrid schedules, flexible hours, etc.]
- Annual wellness and community outreach days
- Always on recognition for your contributions
- Global collaboration and networking opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysiscustomer segmentationchurn analyticssupport demand modelingservices attach/expansionadoption analyticscustomer health modelingExcelKPI monitoringoperational metrics
Soft skills
strategic thinkinganalytical skillsproblem-solvingcommunicationexecutive-level presentationcollaborationindependenceinnovationaccountabilityleadership
Certifications
Bachelor's degreeMBA
