Senior Manager, Presales Strategy & Operations

Posted 6 Days Ago
Be an Early Applicant
4 Locations
In-Office
186K-256K Annually
Senior level
Cloud
The Role
Lead and grow a presales strategy and operations team to drive coverage models, quota/capacity planning, territory design, forecasting, process improvements, and cross-functional alignment. Act as a strategic partner to Global Presales leaders, deliver executive reporting and reviews, leverage data and automation (Salesforce, analytics, emerging AI) to scale operations and improve sales productivity.
Summary Generated by Built In

Secure Every Identity, from AI to Human
Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence.
This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk.

The Revenue Strategy and Operations Team

Revenue Strategy & Operations sits at the heart of our organization, driving operational excellence across our entire revenue organization. As part of Okta's Business Operations team, we amplify the impact across our rapidly growing Sales, Presales, Customer Success, Technical Account Management (TAM), and Renewals organizations by ensuring each function has the insights, tools, and processes to run effectively and efficiently. The team establishes rigorous standards and processes, and scales customer-centric operations to support our growth targets across the entire customer lifecycle.

The Senior Manager, Presales Strategy & Operations Opportunity 

In this leadership role, you will direct a team of analysts and managers and work closely with the Field Organization to provide actionable insights, design strategic roadmaps, and accelerate Okta’s growth by partnering directly with the Global Presales (Sales Engineering) Leadership team. You will lead cross-functional initiatives and collaborate with leaders across Sales Planning, Business Technology, Data & Analytics, and Sales Enablement to design and implement robust operational frameworks. This person will ideally be located within a commutable distance to our San Francisco office as we operate a flexible, hybrid working model.

What you’ll be doing

  • Build and Lead a High-Performing Team: Recruit, mentor, and manage a team of presales strategy and operations professionals. Foster a culture of continuous learning, operational excellence, and measurable impact.
  • Act as Strategic Executive Partner: Function as the primary strategic business partner to Global Presales Leaders. Direct presales engagement pipeline strategy, technical forecasting, and strategic reporting—translating complex data into high-level narratives for sales leadership.
  • Drive Presales Strategy & Planning: Lead the design and implementation of coverage models, quota and capacity planning, go-to-market segmentation, territory design, and growth analysis for the Presales organization.
  • Drive Cross-Functional Alignment: Lead alignment across Presales business partners including Sales, Partner Alliances, Marketing, xDRs, Customer Success, and Renewals. Guide your team to analyze business needs, architect scalable solutions, and drive user adoption.
  • Establish Operational Excellence: Direct initiatives to build scalable, repeatable process improvements across the Global Presales organization. Own documentation of critical processes and engagement rules, partnering with Sales Enablement to drive enforcement and change management.
  • Lead Strategic Business Reviews: Conduct regular business reviews with VP and C-level stakeholders to identify enhancement opportunities and oversee large-scale projects that bridge performance gaps.
  • Drive Data-Informed Decision Making: Deeply interrogate and manipulate data to understand macro business implications. Translate findings into actionable, long-term operational plans that drive sales productivity and growth.
  • Champion Systems & Automation: Leverage advanced Salesforce expertise (dashboards, reports, custom report types, calculated fields, workflows, CRM architecture) and explore automation tools to scale operations and improve efficiency.

What you’ll bring to the role

  • Leadership Experience: 7+ years in an analytical, strategy, or operations role at a high-growth SaaS company, with at least 2+ years of direct people management. Proven track record of building, coaching, and developing high-performing operations or strategy teams.
  • Strategic Thinking & Business Impact: Strategic thinker with the ability to interrogate complex data and translate findings into long-term operational plans. Demonstrated record of developing and leading large-scale initiatives and transformation projects that significantly impact sales productivity and growth.
  • Executive Presence & Collaboration: Exceptional ability to influence, partner with, and present solutions confidently to VP and C-level executives. Highly proactive, self-driven, and pragmatic in navigating ambiguity and making sound decisions.
  • Advanced Technical Skills: Advanced Salesforce expertise including complex dashboards, reports, custom report types, calculated fields, workflows, and deep CRM architecture knowledge. Exceptional quantitative skills with MS Excel or Google Sheets, strong understanding of data integrations and automation.
  • Data & Automation Proficiency: Experience building and deploying automation workflows with emerging AI tools (e.g., Claude Code, Codex) to drive operational efficiency and scale. Familiarity with Tableau, SQL, Anaplan, or sales productivity tools (Gong, Clari, etc.) is a plus.
  • Hands-On Builder: Comfortable balancing high-level strategic thinking with hands-on coaching and execution. Ability to drive large-scale process transformations or tech-stack migrations.
  • Willingness to Travel: Ability to travel to other Okta offices as required for in-person meetings and collaboration (~ once per quarter).

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The annual base salary range for this position for candidates located in the San Francisco Bay area is between:
$186,000$256,000 USD

Below is the annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us.   

The annual base salary range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington is between:
$166,000$229,000 USD

The Okta Experience

  • Supporting Your Well-Being 
  • Driving Social Impact 
  • Developing Talent and Fostering Connection + Community

We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one.
Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws.
If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation.
Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.

Skills Required

  • 7+ years in analytical, strategy, or operations role at a high-growth SaaS company
  • At least 2+ years of direct people management experience
  • Advanced Salesforce expertise (dashboards, reports, custom report types, calculated fields, workflows, CRM architecture)
  • Exceptional quantitative skills with MS Excel or Google Sheets
  • Experience building and deploying automation workflows with emerging AI tools (e.g., Claude Code, Codex)
  • Proven track record designing coverage models, quota and capacity planning, territory design, and go-to-market segmentation
  • Ability to influence and present to VP and C-level executives (executive presence)
  • Familiarity with Tableau, SQL, Anaplan
  • Familiarity with sales productivity tools (Gong, Clari)
  • Comfortable balancing strategic planning with hands-on execution and driving process/tech transformations
  • Ideally located within a commutable distance to the San Francisco office (hybrid model)
  • Willingness to travel to other Okta offices (~once per quarter)

Okta Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Okta and has not been reviewed or approved by Okta.

  • Healthcare Strength Health coverage spans medical, dental, vision, mental-health support, and income protection, complemented by preventive care options and wellness resources. These elements indicate robust coverage for both routine needs and more complex situations.
  • Parental & Family Support Policies include paid parental leave, adoption and surrogacy assistance, and fertility and family‑building benefits. Caregiving resources and flexible arrangements help employees navigate family responsibilities.
  • Leave & Time Off Breadth Flexible or unlimited PTO, separate sick time, paid holidays, and a company Wellbeing Week provide multiple avenues for time away. This breadth supports rest, recovery, and work‑life balance.

Okta Insights

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The Company
HQ: San Francisco, CA
6,000 Employees
Year Founded: 2009

What We Do

Okta is the leading independent identity provider. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With more than 7,000 pre-built integrations to applications and infrastructure providers, Okta provides simple and secure access to people and organizations everywhere, giving them the confidence to reach their full potential. More than 10,000 organizations, including JetBlue, Nordstrom, Siemens, Slack, T-Mobile, Takeda, Teach for America, and Twilio, trust Okta to help protect the identities of their workforces and customers.

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