Business Insights and Planning Manager

Job Location: SF Bay Area About the Role
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.
What You'll Do

• 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.

Desirable Skills, Knowledge, and Experience

• 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.

Compensation
Compensation may be adjusted depending on work location.

• For Bay Area based hires: Estimated annual salary of $138,000 - $190,000.

Equity
This role is eligible to participate in Cloudflare's equity plan.
Benefits
Cloudflare offers a complete package of benefits and programs to support you and your family. Our benefits programs can help you pay health care expenses, support caregiving, build capital for the future and make life a little easier and fun! The below is a description of our benefits for employees in the United States, and benefits may vary for employees based outside the U.S.
Health & Welfare Benefits

• Medical/Rx Insurance
• Dental Insurance
• Vision Insurance
• Flexible Spending Accounts
• Commuter Spending Accounts
• Fertility & Family Forming Benefits
• On-demand mental health support and Employee Assistance Program
• Global Travel Medical Insurance

Financial Benefits

• Short and Long Term Disability Insurance
• Life & Accident Insurance
• 401(k) Retirement Savings Plan
• Employee Stock Participation Plan

Time Off

• Flexible paid time off covering vacation and sick leave
• Leave programs, including parental, pregnancy health, medical, and bereavement leave