Planning & Business Analysis Intern

Proofpoint•Sunnyvale, CA

About The Position

We are seeking a high-performing Planning & Business Analysis Intern to support the Strategy & Operations team within Proofpoint’s Customer Office. This team drives transformation and operational excellence across Customer Success, Renewals, Support, and Managed & Professional Services. This individual will work closely with the Head of Strategy & Transformation and cross-functional leaders to analyze data, evaluate new investment opportunities, and assess the performance of post-sale programs. This is a high-impact, highly analytical role designed for a candidate who wants hands-on exposure to SaaS post-sale strategy, customer analytics, and operational planning. This role reports to the Senior Director, Strategy & Operations, Customer Office. You will own and/or support 1-2 top priority initiatives that will fall in one of the following categories: 1. Strategic Analysis Conduct structured analysis to inform strategic decisions across Customer Success, Renewals, Support, and Services. Analyze customer segmentation, churn trends, renewal performance, services attach rates, and expansion opportunities. Support development of investment cases (e.g., incremental CSM coverage, automation, digital programs) including ROI modeling. Synthesize findings into executive-ready materials with clear insights and recommendations. Perform targeted deep dives into key performance drivers across post-sale functions. 2. Planning & Financial Modeling Support annual planning and quarterly business review analysis. Assist in building capacity models for Customer Success, Support, and Services teams. Partner with Finance to align headcount models and revenue assumptions. Develop scenario models to evaluate growth, retention, and productivity initiatives. In parallel, you may also support some of the recurring weekly operational rhythms. 3. Business Operations & Performance Management Support preparation of monthly and quarterly performance reviews. Analyze KPIs across the Customer Office and identify trends, risks, and opportunities. Partner with Business Intelligence to refine dashboards and reporting. Help improve data quality and consistency across systems (Salesforce, Clari, BI tools). By the end of the internship, you will produce high-value output and these type of deliverables: A strategic analysis project with executive presentation A financial or capacity model used for planning decisions KPI dashboard enhancements or performance insights

Requirements

Currently enrolled in a top-tier MBA or related Masters program
3–6 years of prior experience in consulting, corporate strategy, operations, finance / banking
Strong analytical and financial modeling skills (advanced Excel required).
Experience working with large datasets and translating analysis into insights.
Comfort building executive-level presentations.
Strong communication skills and ability to work cross-functionally.
Self-starter mindset with ability to work independently in a fast-paced environment.

Nice To Haves

Experience and/or interest in SaaS, Customer Success, GTM strategy, and post-sale operations.

Responsibilities

Conduct structured analysis to inform strategic decisions across Customer Success, Renewals, Support, and Services.
Analyze customer segmentation, churn trends, renewal performance, services attach rates, and expansion opportunities.
Support development of investment cases (e.g., incremental CSM coverage, automation, digital programs) including ROI modeling.
Synthesize findings into executive-ready materials with clear insights and recommendations.
Perform targeted deep dives into key performance drivers across post-sale functions.
Support annual planning and quarterly business review analysis.
Assist in building capacity models for Customer Success, Support, and Services teams.
Partner with Finance to align headcount models and revenue assumptions.
Develop scenario models to evaluate growth, retention, and productivity initiatives.
Support preparation of monthly and quarterly performance reviews.
Analyze KPIs across the Customer Office and identify trends, risks, and opportunities.
Partner with Business Intelligence to refine dashboards and reporting.
Help improve data quality and consistency across systems (Salesforce, Clari, BI tools).