Senior Manager Professional Services Operations

Senior Manager Professional Services Operations

3 weeks ago - Be among the first 25 applicants

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're looking for lifelong learners who can improve us with their unique experiences. Join our team! We're building a world where Identity belongs to you.

The Okta Customer First Team is looking for a Senior Manager of Professional Services Operations to join the Customer First Ops & Strategy team. This position will partner closely with our VP of PS and the leadership team to scale and accelerate. The responsibilities include management of operating metrics, system and process improvement design and execution, deploying and driving best practices to ensure consistency, quality and maximum efficiency of the organization.

This role will report to the Director, Global Services Strategy & Operations. It is critical to optimizing how Okta delivers implementation and advisory services to customers. You'll oversee operational programs that improve forecasting, utilization, project governance, and revenue delivery. You'll lead a small but high-impact team responsible for data-driven insights, process optimization, and tool enablement ensuring Professional Services operates with clarity, agility, and excellence.

Job Duties and Responsibilities

Forecasting

Drive the forecasting process tied to key metrics : billings, bookings, utilization, subcontractors, margin.

Develop and iterate on KPIs and dashboards that give leadership visibility tied to performance business drivers.

Monitor trends in accuracy and explain deltas week over week.

Financials

Partner with FP&A on yearly and quarterly planning.

Own the target setting process for each role and ensure communications and approvals are effective and timely.

Analyze financial data to identify business insights and opportunities for efficiencies and process improvements.

Model scenarios to help leadership make critical decisions impacting budget and headcount.

Recommend and develop operational initiatives to execute on the business strategy.

Processes

Develop, implement and evolve processes, frameworks and tools focusing on change management, automation and scalability.

Recommend and design incentive compensation programs that reinforce desired behaviors.

Recommend and develop operational initiatives to execute on the business strategy.

Manage and facilitate strategic initiatives with cross-functional teams to launch new programs and operational components.

Act as the voice of PS in support of major systems projects and change management initiatives.

Provide ongoing operational process oversight and monitor adherence and governance.

Leadership

Partner with leadership to create and publish deliverables for periodic operation reviews illustrating the state of the business and operational scorecards.

Strategy

At the direction of PS leadership, develop strategic plans and frameworks and perform analysis needed to develop the plan.

Collaborate with other departments to obtain and analyze information and content to support the strategic plan.

Leverage expertise in data visualization (e.g., Tableau) to create presentations, analysis and other related content that effectively communicates results and strategic direction across the organization.

Required Skills & Qualifications

7+ years of professional services operations or related experience, preferably in enterprise software.

Bachelor's degree required.

Experience with program / project management.

Experience with Salesforce / FinancialForce.

Experience in an operational role with success in identifying and executing process and program improvements.

Strong observation, analytical, numerical reasoning, business acumen, and leadership skills.

Expertise in data visualization (e.g., Tableau, Power BI) and financial modeling.

Ability to manage multiple tasks and tight deadlines with confidence and ease.

Ability to bring clarity and structure when managing fluid expectations and evolving demands.

Ability to facilitate cross-functional meetings.

Ability to develop presentations, analysis and other related content to properly communicate results and direction across the organization.

Core Leadership Competencies

Builds Effective Teams

Demonstrates Self-Awareness (EQ)

Develops Talent

Drives Results

Strategic Mindset

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

Amazing Benefits

Making Social Impact

Developing Talent and Fostering Connection + Community at Okta

Okta cultivates a dynamic work environment, providing the best tools, technology and benefits to empower employees to work productively in a setting that best suits their needs. Each organization is unique in its flexibility and mobility. Find your place at Okta today! https : / / www.okta.com / company / careers / .

Some roles may require travel to an office location 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.

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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