Staff Product Analyst, Salesforce

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We are looking for a Salesforce expert with an architecting mindset to join our growing team and to take our CRM tech stack to the next level.    

Job Description 

The person in this role will be responsible for oversight of strategic, cross-functional programs for Go-to-Market functions.  To meet the company’s financial and strategic business objectives, this candidate builds trusted relationships with functional partners and teams that result in aligned focus on delivering outcomes / experiences supported by a clear technology and information strategy, prioritized plans, process maturity, disciplined execution and predictable, high quality delivery of day-to-day technology and information services. 

In your role, you will be responsible for the success and happiness of your business customers.  You will be working for a scrum team dedicated to cross-functional business units and you are responsible for the end-to-end solution, including requirements gathering, implementation, testing, deployment, monitoring, and gathering metrics.  Your business customers will look to you to provide any and all technical services—design, config, software development, and testing. 

Essential Duties And Responsibilities 

  • Partner with multi-functional teams such as Support, Sales and Marketing to streamline and optimize the processes related to Customer support, Customer experience, Professional Services, Lead-to-Opportunity and other Service Processes
  • Work with product owners, product analysts and development teams in building solutions that support the scale for both business and IT
  • Eliciting requirements using interviews, document analysis, requirements workshops, surveys, business process descriptions, use cases, scenarios, business analysis, and workflow analysis
  • Crafting business requirement documents, process level flows, user stories, functional specifications, and system design specifications
  • Driving and handling multi-functional alignments between business domains and IT on programs that deliver key initiatives for Customer Support & Customer experience organizations.
  • Serving as a technical advisor for out of the box and standard methodologies on various ecosystems of Salesforce 
  • Being a great partner with key business partners to help define roadmaps, business priorities across all domains
  • Responsible for owning system configuration and user setup as needed. Configure fields, workflows, roles/permissions, page layouts, custom objects, custom record types, reports, saved searches and dashboards


Requirements & Skills 

  • 8+ years of IT experience including 5+ years of hands-on implementation of Service Cloud, Community Cloud, development/configuration, and deployment across multi-dimensional teams
  • M&A experience in integrating Salesforce systems is highly preferred
  • Proven experience implementing various projects/programs for Service Cloud, Communities, Lightning, etc.
  • Experience with Coveo/Unified search related functionalities/projects is highly preferred
  • Experience in working with High Technology Support organizations is preferred
  • Experience in supporting PSA/Financial Force is a plus
  • Demonstrable ability to drive end-to-end lifecycle, from conception to launch as well as post-launch support
  • Salesforce Certification Certifications preferred (Certified Administrator, Sales/Service Cloud Consultant)
  • Prior experience working in a SaaS company using cloud applications like Salesforce, NetSuite, Boomi, etc. is a plus


Okta is an Equal Opportunity Employer.

Okta is rethinking the traditional work environment, providing our employees with the flexibility to be their most creative and successful versions of themselves, no matter where they are located.  We enable a flexible approach to work, meaning for roles where it makes sense, you can work from the office, or from home, regardless of where you live.  Okta invests in the best technologies and provides flexible benefits and collaborative work environments/experiences, empowering employees to work productively in a setting that best and uniquely suits their needs.  Find your place at Okta https://www.okta.com/company/careers/. 

By submitting an application, you agree to the retention of your personal data for consideration for a future position at Okta.  More details about Okta’s privacy practices can be found at: https://www.okta.com/privacy-policy.

More Information on Okta
Okta operates in the Cloud industry. The company is located in San Francisco, CA, Bellevue, WA, Washington, DC and Chicago, IL. Okta was founded in 2009. It has 6000 total employees. It offers perks and benefits such as Volunteer in local community, Partners with nonprofits, Open office floor plan, Flexible work schedule, Remote work program and Dedicated diversity and inclusion staff. To see all 99 open jobs at Okta, click here.
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