Senior Manager, Presales Strategy & Operations

Okta
Bellevue, Chicago, San Francisco, Washington
Workplace: HybridFull timeUSD 186,000 - 256,000 annuallyFunction: Solutions Engineering & Sales EngineeringSkills: ["Leadership","Strategic thinking","Executive collaboration","Quantitative analysis","Process transformation"]

Lead a presales strategy and operations team for Okta’s Revenue Strategy & Operations group, partnering with Global Presales leadership to drive pipeline strategy, forecasting, and executive reporting. Own presales coverage models, quota/capacity planning, segmentation, and territory design. Establish scalable, repeatable process improvements, guide cross-functional alignment across sales and enablement, and use Salesforce, analytics, and automation (including AI tools) to improve efficiency and growth.

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Okta
Okta
1 day ago

Senior Manager, Presales Strategy & Operations

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Job Summary

Lead a presales strategy and operations team for Okta’s Revenue Strategy & Operations group, partnering with Global Presales leadership to drive pipeline strategy, forecasting, and executive reporting. Own presales coverage models, quota/capacity planning, segmentation, and territory design. Establish scalable, repeatable process improvements, guide cross-functional alignment across sales and enablement, and use Salesforce, analytics, and automation (including AI tools) to improve efficiency and growth.
Location: Bellevue, Chicago, San Francisco, Washington
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Manager level

Key Responsibilities

  • •Recruit, mentor, and manage a team of presales strategy and operations professionals, fostering continuous learning and measurable impact.
  • •Partner with Global Presales leaders to drive presales engagement pipeline strategy, technical forecasting, and strategic reporting.
  • •Design and implement coverage models, quota and capacity planning, go-to-market segmentation, territory design, and growth analysis.
  • •Lead cross-functional alignment across Presales business partners (Sales, Partner Alliances, Marketing, xDRs, Customer Success, and Renewals) and drive user adoption.
  • •Build scalable, repeatable process improvements and leverage Salesforce expertise plus automation to improve efficiency and operational excellence.
Travel: Low travel

Pay and Benefits

Salary: USD 186,000 - 256,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kFlexible SpendingPaid LeaveParental Leave

Key Requirements

  • •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 ability to build, coach, and develop high-performing operations or strategy teams.
  • •Advanced Salesforce expertise (complex dashboards, reports, custom report types, calculated fields, workflows, and CRM architecture).
  • •Strong quantitative skills with MS Excel or Google Sheets, plus understanding of data integrations and automation.
  • •Experience building automation workflows with emerging AI tools (e.g., Claude Code, Codex); familiarity with Tableau, SQL, Anaplan, or sales productivity tools is a plus.
Experience:SaaS
Skills:LeadershipStrategic thinkingExecutive collaborationQuantitative analysisProcess transformation
Tech Stack:SalesforceTableauSQLAnaplanMS ExcelGoogle SheetsClaude CodeCodexGongClariDashboardsReportsWorkflowsCRM architectureCalculated fieldsCustom report types

Company Brief

Okta
Provides identity and access management cloud solutions that help organizations secure and manage user authentication, single sign-on, multi-factor authentication, and lifecycle management across applications and devices.
Industry: Cybersecurity
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2009
WebsiteLinkedIn