Revenue Operations Manager

Segment (Twilio); San Francisco (CA); On-site; USD 117,000 - 160,600; Full time

Job summary

Okta is seeking an experienced Revenue Operations Manager based in San Francisco. This role serves as a strategic bridge between operational initiatives and cross-regional execution, ensuring compliance and effectiveness of processing high-value transactions while driving system enhancements.

The ideal candidate will have 6-8+ years of experience in operations-related roles, with strong skills in Salesforce and other operational systems, supporting a dynamic work environment focused on process improvement and cross-functional collaboration.

Qualifications

• 6-8+ years of experience in Order Management, Sales Operations, or a related role.
• Advanced knowledge of operations systems and tools like Salesforce, CPQ, NetSuite.
• Ability to thrive in a dynamic, fast-changing environment.

Responsibilities

• Own territory execution, ensuring compliance requirements are met.
• Serve as a subject matter expert for high-value transactions.
• Support month-end and quarter-end close activities.
• Identify discrepancies and opportunities for process improvement.
• Work with Business Technology and Finance on system enhancements.

Skills

Order Management

Sales Operations

Clear communication

Adaptability

Strategic curiosity

Tools

Salesforce

NetSuite

Tableau

Job description

Secure Every Identity, from AI to Human

Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk.

We are looking for an experienced Revenue Operations Manager to join our team. Based in the US, this role acts as a critical strategic bridge between our operational initiatives and cross-regional execution. While your primary focus will be on the Americas region, you will also provide support to our APAC international team as needed.

You will be a vital member of the Revenue Operations team, overseeing projects and initiatives, driving system enhancements, and serving as a subject matter expert on processes that impact the entire organization.

What You'll Do

• Own territory execution across assigned regions, ensuring bookings adhere to company policy, maintain accuracy, and meet compliance requirements throughout the process.
• Serve as a subject matter expert for complex, high-value, and non-standard transactions across these regions.
• Serve as a primary execution and escalation partner for the Finance Global Capability Center (FGCC), providing guidance on high-complexity scenarios and supporting the consistent application of policy and process.
• Partner closely with Sales, Deal Desk, Finance, and related global teams to support complex deal structures and ensure transactions are executed in line with defined processes and controls.
• Support managing month-end and quarter-end close activities, including preparing, reviewing, improving, and troubleshooting reconciliations as required, and serve as an escalation point for issues and exceptions.
• Proactively identify discrepancies, trends, and opportunities for process improvement through ongoing review of operational data and workflows.
• Develop and analyze business performance reporting to ensure an accurate reflection of operational results, creating reports and dashboards that support planning and decision-making.
• Oversee and support multiple operational and process improvement initiatives, ensuring work is completed efficiently and aligned to expected outcomes.
• Work with Business Technology and Finance Transformation teams to support system enhancements, including UAT participation, validation of changes, and issue resolution as needed.
• Support training and enablement efforts both within the team and cross-functionally on processes, complex scenarios, and operational best practices.
• Utilize automation and AI-enabled tools, where appropriate, to improve efficiency, accuracy, and scalability across Revenue Operations workflows.

Who You Are

You are a strong operational contributor with a solid understanding of end-to-end quote-to-cash processes and how upstream and downstream decisions impact outcomes.

You bring:

• Strategic curiosity and a practical approach to identifying issues and supporting continuous improvement.
• Operational strength, with experience working through complex processes, policies, and systems.
• Sound judgment when evaluating information, prioritizing work, and handling non-standard scenarios.
• Clear and effective communication skills, with the ability to work across teams and explain processes or decisions.
• Adaptability and comfort managing multiple priorities in a dynamic environment.
• A forward-looking mindset, including openness to using automation and AI-enabled tools to improve how work is done.

Qualifications

• 6-8+ years of experience in Order Management, Sales Operations, Deal Desk, or a related role
• Advanced knowledge of operations systems and tools such as Salesforce, CPQ, NetSuite, Tableau, or similar platforms preferred
• Ability to move fast, adapt, and thrive in a dynamic and fast changing environment

Annual base salary range for this position for candidates located in the San Francisco Bay area is between $117,000 and $160,600 USD.

Annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington is between $104,000 and $143,000 USD.

Okta Experience

• Supporting Your Well-Being
• Driving Social Impact
• Developing Talent and Fostering Connection + Community

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.

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