Proofpoint
Overview
We are the leader in human-centric cybersecurity. Proofpoint protects half a million customers, including 87 of the Fortune 100, and is driven by a mission to safeguard data and people. We work as a global team guided by our BRAVE core values: Bold in dreaming and innovation, Responsive to feedback and opportunities, Accountable for results, Visionary in problem-solving, and Exceptional in execution and impact. The Role
The Business Analyst plays a critical role in driving strategic decision-making and operational excellence within the Customer Success organization. This role gathers, analyzes, and interprets data to provide actionable insights that enhance customer experience, retention, and growth. Working closely with Customer Success, Sales, Product, and Operations teams, the analyst translates complex data into clear visualizations and dashboards that guide strategic initiatives and performance improvements. The ideal candidate combines strong analytical thinking with business acumen and a deep understanding of customer-centric metrics. Your day-to-day Performance Management & Reporting Develop and maintain customer success dashboards, scorecards, and reports to track KPIs and analyze trends with renewals, churn, customer health, and adoption trends. Generate monthly, quarterly, and ad-hoc reports for Executive leadership, ensuring data accuracy and actionable insights. Create standardized reporting frameworks to help measure the effectiveness of customer success programs and initiatives.
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, data views, etc. 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 the newly developed tools Data Manipulation & Analysis: Manipulate large datasets and utilize advanced Excel functions (PivotTables, Power Query, DAX, Macros) to manipulate large datasets and automate reporting Leverage interactive dashboards in Power BI, Tableau, or similar BI tools for in-depth analysis and to provide real-time, self-serve tools to end users Partner with data teams to source, clean, and integrate data from CRM, Finance, and Customer Success tools Ensure data consistency and integrity across several reporting systems Identify opportunities to automate reporting processes and improve efficiency using BI tools
Cross-Functional Collaboration & Insights Development
Partner with Customer Success, Sales, Finance, and Ops teams to provide data-driven insights that drive customer retention, expansion, and satisfaction. Present findings to leadership, translating complex data into clear, actionable recommendations Support ad-hoc analysis requests and deep dives into customer performance, risk factors, and upsell opportunities.
What You Bring To The Team
5+ years of experience in business analysis, customer success analytics, or performance reporting, preferably in a SaaS or another software technology company. Extensive experience with Excel, including PivotTables, Power Query, DAX, Macros, and VBA. Proficiency with using Power BI, Tableau, or other BI tools for advanced analysis across multiple data sets Deep expertise in designing, developing, and managing dashboards and reports using Power BI Familiarity with CRM (Salesforce) and cloud-based data platforms (Snowflake, BigQuery, Redshift). Strong understanding of customer success metrics, including NRR (Net Revenue Retention), churn, and adoption.
Why Proofpoint
Protecting people is at the heart of our cybersecurity solutions, and the people who work here are the key to our success. We are a customer-focused, collaborative organization with leading-edge products and many exciting reasons to join our team. We are a diverse, multinational company with opportunities in all functions, and leaders who welcome candidates from all backgrounds. If you need accommodation during the application or interview process, please reach out to accessibility@proofpoint.com. How to Apply
Submit your application here: https://www.proofpoint.com/us/company/careers. We cant wait to hear from you! Pay Transparency & Benefits
Consistent with Proofpoint values and applicable law, we provide pay transparency and equity information. Compensation reflects the cost of labor across U.S. geographic markets and varies by job-related knowledge, skills, and experience. The actual offer will be based on the individual candidate. 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 (illustrative): SF Bay Area & NYC Metro Area: 108,080.00 - 169,840.00 USD; Other listed regions: 90,580.00 - 142,340.00 USD; All other cities/states: 81,130.00 - 127,490.00 USD. Seniority level: Not Applicable | Employment type: Full-time | Job function: Research, Analyst, and Information Technology | Industries: Computer and Network Security and Software Development #J-18808-Ljbffr
We are the leader in human-centric cybersecurity. Proofpoint protects half a million customers, including 87 of the Fortune 100, and is driven by a mission to safeguard data and people. We work as a global team guided by our BRAVE core values: Bold in dreaming and innovation, Responsive to feedback and opportunities, Accountable for results, Visionary in problem-solving, and Exceptional in execution and impact. The Role
The Business Analyst plays a critical role in driving strategic decision-making and operational excellence within the Customer Success organization. This role gathers, analyzes, and interprets data to provide actionable insights that enhance customer experience, retention, and growth. Working closely with Customer Success, Sales, Product, and Operations teams, the analyst translates complex data into clear visualizations and dashboards that guide strategic initiatives and performance improvements. The ideal candidate combines strong analytical thinking with business acumen and a deep understanding of customer-centric metrics. Your day-to-day Performance Management & Reporting Develop and maintain customer success dashboards, scorecards, and reports to track KPIs and analyze trends with renewals, churn, customer health, and adoption trends. Generate monthly, quarterly, and ad-hoc reports for Executive leadership, ensuring data accuracy and actionable insights. Create standardized reporting frameworks to help measure the effectiveness of customer success programs and initiatives.
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, data views, etc. 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 the newly developed tools Data Manipulation & Analysis: Manipulate large datasets and utilize advanced Excel functions (PivotTables, Power Query, DAX, Macros) to manipulate large datasets and automate reporting Leverage interactive dashboards in Power BI, Tableau, or similar BI tools for in-depth analysis and to provide real-time, self-serve tools to end users Partner with data teams to source, clean, and integrate data from CRM, Finance, and Customer Success tools Ensure data consistency and integrity across several reporting systems Identify opportunities to automate reporting processes and improve efficiency using BI tools
Cross-Functional Collaboration & Insights Development
Partner with Customer Success, Sales, Finance, and Ops teams to provide data-driven insights that drive customer retention, expansion, and satisfaction. Present findings to leadership, translating complex data into clear, actionable recommendations Support ad-hoc analysis requests and deep dives into customer performance, risk factors, and upsell opportunities.
What You Bring To The Team
5+ years of experience in business analysis, customer success analytics, or performance reporting, preferably in a SaaS or another software technology company. Extensive experience with Excel, including PivotTables, Power Query, DAX, Macros, and VBA. Proficiency with using Power BI, Tableau, or other BI tools for advanced analysis across multiple data sets Deep expertise in designing, developing, and managing dashboards and reports using Power BI Familiarity with CRM (Salesforce) and cloud-based data platforms (Snowflake, BigQuery, Redshift). Strong understanding of customer success metrics, including NRR (Net Revenue Retention), churn, and adoption.
Why Proofpoint
Protecting people is at the heart of our cybersecurity solutions, and the people who work here are the key to our success. We are a customer-focused, collaborative organization with leading-edge products and many exciting reasons to join our team. We are a diverse, multinational company with opportunities in all functions, and leaders who welcome candidates from all backgrounds. If you need accommodation during the application or interview process, please reach out to accessibility@proofpoint.com. How to Apply
Submit your application here: https://www.proofpoint.com/us/company/careers. We cant wait to hear from you! Pay Transparency & Benefits
Consistent with Proofpoint values and applicable law, we provide pay transparency and equity information. Compensation reflects the cost of labor across U.S. geographic markets and varies by job-related knowledge, skills, and experience. The actual offer will be based on the individual candidate. 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 (illustrative): SF Bay Area & NYC Metro Area: 108,080.00 - 169,840.00 USD; Other listed regions: 90,580.00 - 142,340.00 USD; All other cities/states: 81,130.00 - 127,490.00 USD. Seniority level: Not Applicable | Employment type: Full-time | Job function: Research, Analyst, and Information Technology | Industries: Computer and Network Security and Software Development #J-18808-Ljbffr