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Manager, Deal Process Automation

Manager, Deal Process Automation

Okta for DevelopersSan Francisco, CA, United States
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Overview

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 are not looking for someone who checks every single box — we’re looking for lifelong learners and people who can make us better with their unique experiences. Join our team! We’re building a world where Identity belongs to you.

Position

Manager, Deal Process Automation

At Okta, our strategy for structuring deals and engaging with customers commercially is critical to our growth and scale. We are looking for a Manager of Deal Process Automation 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 a focus on pioneering the use of AI-based automation in our commercial operations.

Responsibilities

  • Strategic Process Design & Analysis : Conduct deep-dive discovery to document bottlenecks and points of failure in our current deal lifecycle. Analyze large datasets from multiple sources to identify high-impact opportunities and create a 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. 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 end-to-end workstream simplification. Ensure prioritizations are aligned to help sales teams close deals.
  • End-to-End Solution Design : Design operational performance improvements and scaling solutions, weaving together process redesign, operating model definition, automation, and AI levers. Translate business needs into clear requirements for new policies and system enhancements.
  • Cross-Functional Collaboration & Influence : Partner with stakeholders in GTM, Legal, Finance, and Order Management to automate and scale the Quote-to-Order process. Manage stakeholder expectations and ensure smooth implementation of changes.
  • Project Lifecycle Execution : Guide project execution with Business Technology teams from start to finish. Manage timelines, conduct user acceptance testing (UAT), and report on progress.
  • Performance & KPI Definition : Define critical KPIs and performance management processes to drive continuous improvement and successful execution of operational transformations.

Qualifications

  • 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. 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.
  • Desirable Experience

  • Direct experience implementing or administering a major GTM system, particularly Salesforce CPQ, Apttus, or other quoting and contract management systems.
  • Experience with process improvement methodologies like Lean or Six Sigma.
  • Familiarity with deal desk best practices, complex commercial constructs, and subscription lifecycle management.
  • Experience working in a change management capacity, helping teams adopt new technologies and processes.
  • Who You Are

  • You are process-obsessed and naturally think in flowcharts to find more efficient ways of working.
  • You are a detective with a curious mindset who loves digging into complex systems.
  • You are a practical innovator balancing forward-looking technology with real-world implementation requirements.
  • You are a builder and a collaborator who thrives on cross-team solutions and guiding others through change.
  • Compensation and Benefits

    The annual base salary ranges for this position vary by location. For candidates located in the San Francisco Bay area, the range is typically $140,000–$210,000 USD. For candidates in California (excluding SF Bay Area), Colorado, New York, and Washington, the range is typically $125,000–$187,000 USD. Okta offers equity (where applicable), bonus, and benefits including health, dental and vision insurance, 401(k), flexible spending account, and paid leave in accordance with applicable plans and policies. Total Rewards details are available at : https : / / rewards.okta.com / us.

    The following baseline information applies to all roles : Okta is committed to a diverse and inclusive workplace and 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 qualified applicants with arrest and conviction records, consistent with applicable laws.

    If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use the accommodation request form. For data privacy and security information, see the Personnel and Job Candidate Privacy Notice at https : / / www.okta.com / legal / personnel-policy / .

    Additional Notes

  • Some roles may require travel to one of our office locations for in-person onboarding.
  • Location-based travel and in-person onboarding requirements may apply.
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