Senior Sales & Strategy Operations Analyst

The Sales Strategy & Operations Team 

Sales Strategy & Operations acts as an extension of sales leadership. As part of Okta’s Business Operations team, we protect the investment in Okta’s rapidly growing Sales organization by ensuring Sales has the insights, tools, and processes to run effectively and efficiently. This specific role is part of our Business Operations team which is responsible for driving growth and efficiency for one of our three Americas Sales Organizations.

The Senior Sales Strategy & Operations Analyst Opportunity

As a Senior Analyst in Sales Strategy & Operations, you’ll partner closely with Field Sales Leaders and Business Operations teammates to provide actionable insights and streamline processes around our SMB business. You’ll become a trusted advisor to leadership, with an ability to make significant contributions to Okta’s next chapter of growth.

What you will be doing

• Take on the role of the trusted advisor within the SMB segment. This involves providing support for forecasting, territory planning, quota setting, and maintaining operational efficiency through structured analysis and data-driven insights.
• Deliver on key elements of the annual planning process, including the development of analyses supporting targets for bookings, headcount, and pipeline across the entire Commercial sales organization.
• Conduct regular business reviews to pinpoint areas ripe for enhancement, and then initiate well-organized projects aimed at bridging performance gaps in partnership with sales leadership.
• Streamline, refine, and automate sales-facing reporting and key performance indicators (KPIs). This encompasses generating weekly, monthly, and quarterly performance reports, conducting pipeline reviews, overseeing Go-To-Market (GTM) activities, and refining sales programs to enhance execution.
• Maintain knowledge of Sales Rules of Engagement to assist in account ownership mapping.
• Ensure operational discipline throughout Okta's Accounts and Opportunities reporting by conducting regular audits. Propose and implement systems designed to identify discrepancies and enhance processes.

What you will bring to the role

• 3+ years of analytical experience in Sales Operations, Consulting, Finance, Strategic Planning, or similar fields.
• Proficient understanding of the SaaS business model and GTM Sales metrics.
• Highly motivated self-starter with exceptional problem-solving abilities.
• Demonstrated ability to ask clarifying questions, structure ambiguous problems, translate requirements into project plans, and deliver high-quality, data-driven output within tight deadlines.
• Skilled in navigating GTM Tech Stack (Salesforce, Anaplan, People.ai, Clari), with a willingness to learn new applications.
• Proficiency in Excel and PowerPoint; familiarity with SQL is advantageous.
• Outstanding written and verbal communication skills.

#LI-MC1

#LI-Hybrid