Business Insights and Planning Manager

Cloudflare Cloudflare · Enterprise · San Francisco, CA · Sales Ops

This role is for a Business Insights and Planning Manager at Cloudflare, focusing on strategic analytics and planning for the Americas Sales and Revenue Operations teams. The role involves generating insights, influencing execution, representing regional performance to global teams, and translating complex data into actionable decisions. Key responsibilities include hypothesis-driven analysis, leading annual sales planning and modeling, executive presentations, refining the revenue intelligence framework, driving metric consistency, and ensuring global alignment. The role requires experience in Sales/Revenue Operations or Management Consulting, proficiency in data analysis tools, and demonstrated ability to leverage AI tools to accelerate data analysis and reporting.

What you'd actually do

  1. Conduct hypothesis-driven analysis to identify trends and risks. Move beyond "what happened" to clearly articulate "why," recommending specific commercial actions to accelerate growth.
  2. Lead the analytical engine for annual planning, including quota and capacity modeling, and provide data-driven recommendations for territory segmentation to optimize sales coverage.
  3. 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.
  4. Support and refine the end-to-end revenue intelligence model, ensuring a unified view across pipeline, bookings, funnel performance, and sales onboarding.
  5. 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.

Skills

Required

  • 8+ years of experience in Sales/Revenue Operations, Revenue Intelligence, or Management Consulting.
  • Bachelor’s Degree in Business, Finance, Economics, Analytics, Data Science, or a related field.
  • Advanced proficiency in Google Suite, Power BI and Excel (including SQL, data modeling, and DAX) to perform complex performance analysis across multiple systems.
  • Demonstrated ability to leverage AI tools to accelerate data analysis, automate reporting workflows, and enhance the speed of insight generation.
  • Direct experience in sales capacity modeling, quota setting, and account segmentation methodologies.
  • Proven ability to influence senior stakeholders and represent regional interests effectively within a complex, matrixed global organization.

Nice to have

  • 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.

What the JD emphasized

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