Manager, Customer Success Strategy & Operations

Bellevue, Washington; Chicago, Illinois; San Francisco, California

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 flexible and neutral products, Okta Platform and Auth0 Platform, provide secure access, authentication, and automation, placing identity at the core 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.

The Manager, Customer Success Strategy and Operations will be key in driving the success and scalability of the post-sale customer experience through Data Analytics. You will act as a strategic partner to the Customer Success leadership, owning the operational roadmap for data and analytics, along with Fiscal Year Planning, and Head Count Capacity planning to ensure the team has the necessary insights, systems, and processes to achieve their strategic goals. This is a cross-functional role that requires managing complex projects, leveraging data for strategic decision-making, and driving significant process improvements across the Customer Success organization.

Key Responsibilities

Program Strategy & Execution

  • Strategic Planning & Program Management: Lead and manage cross-functional strategic initiatives and the GTM planning process, including capacity planning and coverage model changes..
  • Executive Insights & Communication: Proactively gather, analyze, and synthesize data from multiple sources to develop and deliver insightful, executive-level presentations for senior leadership to drive business decisions.
  • Process Governance & Documentation: Own the drafting, publishing, and enforcement of critical process and policy documentation, ensuring alignment across all supported functions.

Operational Excellence, Transformation, and Efficiency

  • System Ownership & Optimization: Serve as the strategic owner for data analysis requests for Customer Success, ensuring effective architecture, configuration, integrations, and ongoing optimization for systems like Tableau.
  • Data Integrity & Management: Drive significant process and system improvements to ensure overall data integrity and data-driven decision-making across Customer Success.
  • Business Requirements Translation: Partner with Customer Success leadership and cross-functional teams to translate high-level business requirements and strategic goals into effective application solutions, data sources, and workflows.
  • Operational Support & Issue Resolution: Oversee the triage, troubleshooting, and optimization of operational issues and systems to minimize friction and maximize team productivity.
  • Performance Monitoring: Define, implement, and continuously monitor key performance indicators (KPIs) and customer health scorecards that reflect customer data and align with strategic business goals.

Role Specifications

  • Education: Bachelor's degree (BS or BA).
  • 6+ years of experience in an operational analytics, business operations, or reporting role, ideally in a SaaS environment.
  • Proven experience in managing complex, cross-functional projects and driving process improvement initiatives.
  • Strong knowledge and hands-on experience in administering and optimizing Customer Success Management reporting platforms (e.g., Tableau) and CRM systems (e.g., Salesforce).
  • Experience analyzing financial and sales data is essential.
  • Understanding of SaaS financial and business metrics is ideal.

Skills:

  • Exceptional analytical skills with the demonstrated ability to collect, assess, and present data in a clear, actionable, and insightful way to senior audiences.
  • Excellent verbal, written, and presentation communication skills, with confidence in advocating for best practices to stakeholders and senior executives.
  • Strong critical thinking and problem-solving skills, including the ability to break down ambiguous, large-scale problems into manageable components.
  • Proficiency in data analysis and visualization tools such as Tableau and advanced Excel.

#Ll-GM

#Hybrid

#P15614

The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $140,000$210,000 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:$125,000$187,000 USD

What you can look forward to as a Full-Time Okta employee!

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/.

Some roles may require travel to one of our office locations for in-person onboarding.

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.

Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Personnel and Job Candidate Privacy Notice at https://www.okta.com/legal/personnel-policy/.

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