# Business Insights and Planning Manager

**Company**: Cloudflare
**Location**: Hybrid
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Sales
**Industry**: Technology

**Apply**: https://job-boards.greenhouse.io/cloudflare/jobs/7302947?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_2400bbe2-829

## Description

As the Business Insights and Planning Manager, you will partner across the Americas Sales and Revenue Operations teams to accelerate growth through strategic analytics and planning. This is a high-impact revenue intelligence position focused on generating insights and influencing execution.

A critical component of this role is serving as the primary advocate for the Americas, representing regional performance and requirements to global teams to drive cross-functional alignment. You will translate complex data into clear, actionable decisions across the revenue organization, acting as a self-starter who can manage independent workstreams while serving as a trusted thought partner to leadership.

### Responsibilities

#### Strategic Revenue Insights

Conduct hypothesis-driven analysis to identify trends and risks. Move beyond "what happened" to clearly articulate "why," recommending specific commercial actions to accelerate growth.

#### Annual Sales Planning & Modeling

Lead the analytical engine for annual planning, including quota and capacity modeling, and provide data-driven recommendations for territory segmentation to optimize sales coverage.

#### Executive Presentation

Build compelling data packs and decks for quarterly business reviews (QBRs), strategic planning and pipeline generation reviews, presenting key regional performance insights to senior and VP-level stakeholders.

#### Revenue Intelligence Framework

Support and refine the end-to-end revenue intelligence model, ensuring a unified view across pipeline, bookings, funnel performance, and sales onboarding.

#### Metric Clarity & Data Stewardship

Drive metric consistency across Salesforce, Google Suite, Forecasting tools. Lead data cleanup initiatives to ensure high-quality inputs and partner with global teams to improve data usability.

#### Global Alignment & Representation

Serve as the lead voice for the Americas in global forums; ensure regional nuances are represented in global reporting frameworks and drive alignment between regional execution and global strategy.

#### Audience-Scaled Communication

Deliver tailored insights ranging from simple, actionable signals for field sales to high-level trend implications and strategic choices for the executives.

### Requirements

#### Professional Experience

8+ years of experience in Sales/Revenue Operations, Revenue Intelligence, or Management Consulting.

#### Education

Bachelor’s Degree in Business, Finance, Economics, Analytics, Data Science, or a related field.

#### Technical Proficiency

Advanced proficiency in Google Suite, Power BI and Excel (including SQL, data modeling, and DAX) to perform complex performance analysis across multiple systems.

#### AI Leverage

Demonstrated ability to leverage AI tools to accelerate data analysis, automate reporting workflows, and enhance the speed of insight generation.

#### Planning Expertise

Direct experience in sales capacity modeling, quota setting, and account segmentation methodologies.

#### Executive Presence

Proven ability to influence senior stakeholders and represent regional interests effectively within a complex, matrixed global organization.

### Nice-to-Have Skills

#### Experience working within a high-growth SaaS company.

#### Familiarity with the "Modern Revenue Stack" (e.g., Salesforce, Gainsight, Boostup, or Clari).

#### Experience leading cross-regional projects or global data standardization initiatives.

## Skills

### Required
- Google Suite
- Power BI
- Excel
- SQL
- Data slicer
- DAX
- AI tools
- Sales capacity modeling
- Quota setting
- Account segmentation

### Nice to have
- Experience working within a high-growth SaaS company
- Familiarity with the 'Modern Revenue Stack'
- Experience leading cross-regional projects or global data standardization initiatives

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/cloudflare/jobs/7302947?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)