Deal Process Automation Manager, Okta

• 5-7+ years of experience in an operations role such as Deal Desk, Deal Operations, Sales Operations, Business Process Improvement, or a related field within the technology sector
• Demonstrated expertise in business process mapping, analysis, and re-engineering. You are proficient with tools like Visio, Lucidchart, or similar process documentation software
• Proven experience managing complex, cross-functional projects from discovery through to implementation
• Strong analytical skills and a highly structured, detail-oriented approach to problem-solving
• Exceptional communication and interpersonal skills, with the ability to build trust and influence stakeholders at all levels
• You are process-obsessed. You naturally think in flowcharts and are driven to find more efficient ways of working
• You are a detective. You have a curious mindset and love digging into complex systems to understand how they truly work
• You are a practical innovator. You balance a forward-looking view of technology with a realistic understanding of what it takes to implement change in a large organization
• You are a builder and a collaborator. You thrive on working with diverse teams to build solutions together and are skilled at bringing people along on the journey

Desirable

• At Okta, our strategy for structuring deals and engaging with customers commercially is critical to our growth and scale
• For that strategy to succeed, we need a deep, practical understanding of our current deal lifecycle and commercial operations
• We are looking for a Manager of Buying Programs Strategy & Operations to be a critical driver of this evolution
• You will be a central figure within our Buying Programs team—spanning Deal Strategy, Deal Operations, Large Deal Pursuit, and Subscription Compliance—and will be embedded with key partners in Sales, Sales Operations, and Finance
• Your mission is to map our current state, identify friction points in the deal lifecycle, and pinpoint the highest-impact opportunities for process improvement, simplification, and scalability with key focus on pioneering the use of AI-based automation to redefine what’s possible in our commercial operations
• This role is perfect for a process-obsessed operator who loves to connect the dots between complex business problems and scalable, technology-driven solutions
• Strategic Process Design & Analysis: Conduct deep-dive discovery to document bottlenecks and points of failure in our current deal lifecycle. You will analyze large datasets from multiple sources to identify the highest impact opportunities and create a definitive library of our "as-is" workflows, including Quote-to-Cash, deal approvals, and Large Deal Pursuit motions
• AI Implementation & Strategy: Identify, evaluate, and champion opportunities to implement AI-based automation throughout the Quote-to-Cash process. You will own the strategy for integrating AI into our commercial toolkit, from intelligent deal structuring and approval routing to automated contract analysis and compliance checks
• Transformation Roadmap Management: Contribute to the overall Quote-to-Cash strategy and manage a roadmap of projects focused on streamlining the end-to-end workstream. You will ensure we have the right prioritizations at the right time to make it simpler for our sales teams to close deals
• End-to-End Solution Design: Design operational performance improvement and scaling solutions, weaving together process redesign, operating model definition, automation, and/or AI levers. You will translate business needs and process gaps into clear requirements for new policies and system enhancements
• Cross-Functional Collaboration & Influence: Act as a trusted partner, collaborating cross-functionally with stakeholders in GTM, Legal, Finance, and Order Management to automate and scale our Quote-to-Order process. You will manage stakeholder expectations and ensure the smooth implementation of changes
• Project Lifecycle Execution: Partner with Business Technology teams to guide project execution from start to finish. You will manage project timelines, perform user acceptance testing (UAT), and report on progress
• Performance & KPI Definition: Define critical KPIs and performance management processes to ensure the successful execution of operational transformations and drive continuous improvement