Leads presales strategy and operations by managing a high-performing team, guiding planning and forecasting, and translating data into growth initiatives. Requires 7+ years in SaaS strategy or operations, people leadership, advanced Salesforce expertise, and strong executive collaboration.
166k – 256k/yr
Hybrid7+ YOERevenue Operations
About the role
Responsibilities
Recruit, mentor, and manage a team of presales strategy and operations professionals.
Partner strategically with Global Presales leaders on engagement pipeline strategy, technical forecasting, and executive reporting.
Lead coverage models, quota and capacity planning, go-to-market segmentation, territory design, and growth analysis for the Presales organization.
Align Presales with Sales, Partner Alliances, Marketing, xDRs, Customer Success, and Renewals.
Design scalable operational frameworks, document critical processes and engagement rules, and drive adoption and change management.
Conduct business reviews with VP and C-level stakeholders and oversee large-scale projects that address performance gaps.
Analyze data and translate findings into operational plans that improve sales productivity and growth.
Use Salesforce dashboards, reports, custom report types, calculated fields, workflows, and CRM architecture to scale operations.
Travel to other Okta offices as required, approximately once per quarter.
Requirements
7+ years in an analytical, strategy, or operations role at a high-growth SaaS company.
2+ years of direct people management experience.
Experience building, coaching, and developing high-performing operations or strategy teams.
Demonstrated success leading large-scale initiatives and transformation projects.
Ability to influence and present solutions to VP and C-level executives.
Advanced Salesforce expertise, including complex dashboards, reports, custom report types, calculated fields, workflows, and CRM architecture.
Exceptional quantitative skills with Microsoft Excel or Google Sheets.
Strong understanding of data integrations and automation.
Ability to balance strategic thinking with hands-on coaching and execution.
Experience driving process transformations or technology-stack migrations.
Nice-to-haves
Experience with automation workflows using emerging AI tools such as Claude Code or Codex.
Familiarity with Tableau, SQL, Anaplan, Gong, Clari, or other sales productivity tools.
Compensation and Benefits
San Francisco Bay Area base salary: $186,000–$256,000 USD.
Base salary for California excluding the San Francisco Bay Area, Colorado, Illinois, New York, and Washington: $166,000–$229,000 USD.
Equity where applicable, bonus, health, dental and vision insurance, 401(k), flexible spending account, PTO, and parental leave.
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