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OktaOkta

Manager, Field Conversational Intelligence

Leads the design and scaling of AI- and Conversational Intelligence-driven workflows across the GTM lifecycle, using customer conversations and predictive signals to improve pipeline health, handoffs, forecasting, and executive decision-making. Requires 5+ years in GTM, revenue, or sales operations plus hands-on CI, Salesforce, LLM, and workflow automation experience.

About the job

Responsibilities

AI & CI Workflow Design and GTM Operationalization

  • Align Conversational Intelligence (CI) insights and AI tools with core GTM frameworks, embedding real-time guidance and revenue intelligence into daily workflows.
  • Design standard processes for GTM teams to use CI insights at key lifecycle milestones, including discovery validation, technical scoping, adoption tracking, and renewal-risk identification.
  • Establish procedural standards using CI and AI data to streamline cross-functional handoffs and maintain the voice of the customer throughout the customer lifecycle.

GTM Intelligence and Operational Strategy

  • Convert unstructured conversational data and AI signals into executive revenue intelligence, including deal friction points, win/loss drivers, and churn indicators.
  • Develop pipeline and deal-health auditing processes that use CI within Salesforce to validate stage progression and improve forecasting accuracy.
  • Define and manage global CI trackers and AI prompt frameworks to provide GTM leadership with visibility into market shifts, competitor trends, and customer sentiment.
  • Identify high-performing behaviors through CI and translate them into repeatable, AI-assisted process standards across GTM roles.

Cross-Functional Partnership and Systems Strategy

  • Partner with Technology Data & Insights teams by owning business requirements, prompt logic, and process architecture while collaborating on technical execution and AI integrations.
  • Evaluate and optimize the CI and AI technology stack, including Gong, AI assistants, and sales engagement platforms, to align with evolving GTM needs.

Requirements

  • 5+ years of experience in GTM Operations, Revenue Operations, Sales Operations, or GTM Process Strategy.
  • Hands-on experience with Conversational Intelligence platforms such as Gong or Clari, enterprise CRM systems such as Salesforce, and modern GTM AI tools.
  • Experience using Large Language Models (LLMs), prompt engineering, and workflow automation tools to build, refine, and scale operational GTM workflows.
  • Experience designing scalable GTM workflows that integrate advanced technology and AI without adding friction.
  • Broad understanding of the customer journey and how AI can optimize execution across GTM roles.
  • Experience partnering with Technology Data & Insights teams and executive leadership to translate strategic GTM needs into technical requirements.
  • Ability to turn qualitative conversational data and AI outputs into actionable, executive-level metrics.

Compensation and Benefits

  • Annual base salary range: $143,000–$179,000 USD for candidates located in the San Francisco Bay Area.
  • Equity, bonus, health, dental and vision insurance, 401(k), flexible spending account, and paid leave, including PTO and parental leave.

Skills

Conversational Intelligence, Gong, Clari, Salesforce, Artificial Intelligence, LLMs, Prompt Engineering, Workflow Automation, Revenue Operations, Pipeline Forecasting, Executive Reporting

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