Senior Analyst, Sales Strategy and Operations (AMER Strategic)

 Published 20 days ago
 United States
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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 Analyst, Sales Strategy & Operations 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. You’ll play a leading role in Business Planning, Analytics, Sales Enablement, and Business Technology. You’ll become a trusted advisor to leadership, with an ability to make significant contributions to Okta’s next chapter of growth.

What you’ll be doing 

  • Take on the role of the trusted advisor within your designated segment of Okta's business. This involves providing support for forecasting, territory planning, quota setting, and maintaining operational efficiency through structured analysis and data-driven insights.
  • Conduct regular business reviews to pinpoint areas ripe for enhancement, and then initiate well-organized projects aimed at bridging performance gaps.
  • 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.
  • 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’ll bring to the role

  • Over three years of analytical experience in Consulting, Finance, Strategic Planning, or similar fields.
  • Proficient understanding of the SaaS business model and GTM Sales metrics.
  • Knowledgeable in Operations Management, including familiarity with Process Control and Process Flow techniques.
  • 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,, Clari), with a willingness to learn new applications.
  • Proficiency in Excel and PowerPoint; familiarity with SQL is advantageous.
  • Outstanding written and verbal communication skills.


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