Senior Salesforce Product Analyst

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 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.

Okta is The World’s Identity Company. We free everyone to safely use any technology—anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexible access, authentication, and automation that transforms how people move through the digital world, putting Identity at the heart 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.

The Business Technology Team

This role joins the Business Technology organization and plays a critical part in realizing our vision to accelerate the delivery of business outcomes across Okta by driving clarity, collaboration, and accountability in everything we do.

We are seeking a dynamic and highly skilled Product Analyst with expertise in Salesforce Sales Cloud and CPQ (Configure, Price, Quote) processes with additional understanding of Service Cloud, provisioning, post-contract processes, and case management. This role is designed to drive improvements in the sales-to-support workflow, optimize Salesforce integrations with product systems, and enhance customer support operations.

The ideal candidate will collaborate closely with cross-functional teams to leverage data insights and identify opportunities for process improvement and efficiency gains. You will play a pivotal role in aligning business requirements with technology solutions to ensure seamless customer experiences and operational success.

Key Responsibilities:

• Salesforce Expertise:
• Leverage deep knowledge of Salesforce Sales & Service Cloud to enhance the CPQ process, provisioning, post-contract activities, and case management.
• Leverage marketing & sales systems and tools to the best possible extent and drive industry best practices for B2B enterprise automation technology innovations.
• Workflow Optimization: Analyze and optimize sales-to-support workflows to ensure smooth transitions from sales to post-sales support.
• System Integration: Work on integrating Salesforce with product systems, ensuring data flow and system interoperability for seamless operations.
• Process Efficiency: Drive process improvements by analyzing current systems, identifying bottlenecks, and implementing best practices for efficiency.
• Stakeholder Collaboration:
• Partner with business stakeholders, including sales, customer support, and product teams, to ensure the solutions meet operational needs.
• Be a great partner to help define roadmaps and business priorities across all domains
• Data-Driven Insights: Utilize data analytics to generate insights that guide decision-making and help enhance overall performance and customer satisfaction.
• Case Management & Support Operations: Improve case management processes to provide efficient, effective customer support, while leveraging automation tools and workflows.
• System Handson:
• Design and build solutions for Salesforce and related systems.
• Own system configuration and user setup as needed.
  

Qualifications:

• 5+ years of hands-on experience with implementing Sales, CPQ and Service cloud
• Strong understanding of Salesforce integrations, including between Salesforce and product systems.
• Configuration & Integration experience, including cross-functional processes.
• Problem-solving and critical thinking skills, technical understanding, and the ability to articulate complex ideas.
• Ability to collaborate effectively with various business teams and stakeholders.
• Self-starter that seeks solutions without being told. Delivers high-quality, accurate work on time.
• Strong problem-solving skills with a process improvement mindset.
• Experience driving the end-to-end lifecycle, from conception to launch as well as post-launch support
  
  

Why Join Us:

• Work in a fast-paced, innovative environment that values continuous learning.
• Collaborate with cross-functional teams and make a direct impact on the business.
• Opportunity to drive strategic improvements and shape the future of our Salesforce-based processes.
  
  

- Hybrid - 2 days working from Office

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 our employees to work productively in a setting that best and uniquely suits their needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today! https://www.okta.com/company/careers/.

Some roles may require travel to one of our office locations 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.

If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation.

Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Privacy Policy at https://www.okta.com/privacy-policy/.

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