Revenue Operations Lead
Get to know Okta
Okta is The World’s Identity Company. We free everyone to safely use any technology—anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexible access, authentication, and automation that transforms how people move through the digital world, putting Identity at the heart of business security and growth.
At Okta, we celebrate a variety of perspectives and experiences. We are not looking for someone who checks every single box - we’re looking for lifelong learners and people who can make us better with their unique experiences.
Join our team! We’re building a world where Identity belongs to you.
Job Responsibilities:
- Oversee the team’s completion of booking and case queues, ensuring efficiency in handling both Standard (Tier 1) and Non-Standard (Tier 2) bookings.
- Manage staffing levels to align with expected volume fluctuations.
- Collaborate with sales, deal desk, and GTM teams on troubleshooting and process improvements.
- Review opportunities and contracts, verify metrics, create sales orders, and ensure compliance with company booking processes.
- Troubleshoot complex issues, providing clear resolution and guidance for operational challenges.
- Coach team members, provide feedback, and lead discussions on performance improvements and process optimization.
- Develop team capabilities and lead enablement initiatives.
- Responsible for maintaining and updating process documentation to ensure accuracy and in compliance with current business processes.
- Serve as the primary point of escalation for case management issues and partner inbox concerns.
- Prepare reconciliation and troubleshoot reconciliation issues as required.
- Oversee month-end and quarter-end processing activities.
- Set multi-quarter objectives, monitor KPIs, and track team performance.
- Facilitate regular team meetings and ensure effective team collaboration.
- Manage and adapt to additional responsibilities and projects as business needs evolve.
Qualifications
- Bachelor’s degree in business administration or accounting, or equivalent experience.
- 5+ years experience in order management, preferably with a high-growth SaaS company or software industry
- Experience with managing and leading a team within a dynamic environment.
- Understanding of the sales cycle and basic knowledge of software revenue recognition principles.
- Experience with Salesforce, CPQ, and Netsuite or other ERP system
- Ability to work independently and move fast, adapt, and thrive in a dynamic and fast changing environment
- Strong interpersonal skills and experience collaborating successfully with diverse cross- functional teams
- Team player attitude to assist with quarter end close activities when it’s “all hands on deck”
What you can look forward to as an Full-Time Okta employee!
- Amazing Benefits
- Making Social Impact
- Fostering Diversity, Equity, Inclusion and Belonging at Okta
Okta cultivates a dynamic work environment, providing the best tools, technology and benefits to empower our employees to work productively in a setting that best and uniquely suits their needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today! https://www.okta.com/company/careers/.
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 participate in the job application or interview process, please use this Form to request an accommodation.
Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Privacy Policy at https://www.okta.com/privacy-policy/.
