Sales Strategy & Operations Analyst, Okta

• Operational experience spanning 1 to 3 years, with a minimum of 1 year in an analytical or operations role
• Prior experience with SaaS companies and/or managing significant Strategic/Enterprise accounts is preferred
• In-depth familiarity with our toolstack, including:
• Proficiency in Salesforce (essential): creating complex dashboards & reports, custom report types, utilizing calculated fields, and understanding workflows
• Competence in sales productivity tools like Clari, People.ai, Outreach.io
• Experience with Anaplan or similar business planning software
• Proficiency in Tableau or other business intelligence tools for analysis
• Strong quantitative skills, especially in MS Excel (e.g., sumifs, index/match, vlookup, table formulas)
• Excellent written and verbal communication abilities
• Demonstrates healthy skepticism and curiosity, actively seeks feedback, and strives for deeper insights through data analysis
• Capable of working both independently and collaboratively
• Self-motivated and proactive in problem-solving, consistently delivering high-quality and accurate work within deadlines

Desirable

• We are seeking a meticulous and detail-oriented Sales Strategy & Operations analyst to join our team
• You will be responsible for accurately inputting, managing, and updating data within a multitude of systems
• You’ll have the opportunity to collaborate with a diverse cast in our high-performing Ops organization (Sales Planning & Operations, Business Systems, Marketing Operations, Data & Analytics, Sales Enablement, and Customer Success)
• Familiarize yourself with our current infrastructure for managing account and customer information, and assist in enhancing its functionality
• Regularly update and manage data records to guarantee they are complete and accurate. Address any discrepancies or errors in the data as necessary
• Play a role in the annual planning process for Sales, contributing insights through data enrichment and analysis of historical data
• Collaborate with the data team, sales operations, customer success, and other departments to support data-driven decision-making across the business
• Identify areas of potential revenue growth within our customer and prospect base
• Propose adjustments to our business strategy based on anticipated growth
• Be prepared to take on additional responsibilities and projects as our business expands