Senior Product Analyst, Salesforce

The Business Technology Team

This role joins the Business Technology organization and plays a critical part in realizing our vision to accelerate the delivery of business outcomes across Okta by driving clarity, collaboration, and accountability in everything we do. 

We are looking for a Salesforce expert with an architect mindset to join our growing team in Business Technology (BT) and help take our CRM tech stack to the next level.  In this role, you will be responsible for strategic, cross-functional programs for Go-to-Market functions to meet the company’s financial and strategic business objectives.  You will build trusted relationships with functional partners and teams to align focus on designing and delivering solutions for their success.  You will be responsible for the end-to-end solutions, including requirements gathering, implementation, testing, deployment, monitoring, and metrics.  Your business customers will look to you to provide all technical services—design, config, software development, and testing. 

What you will be doing 

• Partner with multi-functional teams such as Marketing, Sales, and Services to streamline and optimize the processes related to Lead-to-Opportunity Processes.
• Work with product owners, analysts, and development teams to build solutions that support the scale for both business and BT.
• Gather requirements using interviews, document analysis, workshops, surveys, business process descriptions, use cases, scenarios, business analysis, and workflow analysis.
• Craft business requirement documents, process level flows, user stories, functional specifications, and system design specifications.
• Facilitate multi-functional alignment between business domains and BT on programs that deliver critical initiatives for the Lead-to-Order process area.
• Leverage marketing & sales systems and tools to the best possible extent and drive industry best practices for B2B enterprise automation technology innovations.
• Design and build solutions for Salesforce and related systems. 
• Be a great partner to help define roadmaps and business priorities across all domains.
• Own system configuration and user setup as needed. 

What you’ll bring to the role

• 5+ years of hands-on experience with implementing sales & marketing automation applications
• 3+ years experience with Salesforce Sales Cloud, Service Cloud, or Marketing Cloud
• Integration experience, including cross-functional processes
• Problem-solving and critical thinking skills, technical understanding, and the ability to articulate complex ideas
• Self-starter that seeks solutions without being told. Delivers high-quality, accurate work on time
• Exposure to the marketing life cycle, demand generation concepts, and related processes, including marketing resource management, outbound marketing, activity management, lead scoring, lead nurturing, account, and opportunity management
• Experience driving the end-to-end lifecycle, from conception to launch as well as post-launch support
• Familiarity with tools such as Marketo Measure, Outreach, Fullcircle, Leandata, and 6sense is preferred

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