Okta's AI strategy requires a deep, practical understanding of current field operations to succeed. This role will identify friction points and high-impact opportunities for AI implementation within these operations.
Requirements
- Demonstrated expertise in business process mapping, analysis, and re-engineering. You are proficient with tools like Visio, Lucidchart, or similar process documentation software.
- Direct experience implementing or administering a major Field system (e.g., Salesforce, Clari, etc).
- Experience with process improvement methodologies like Lean or Six Sigma.
- Familiarity with the current landscape of Field AI tools (e.g., conversational AI, prospecting, forecasting).
Responsibilities
- Conduct deep-dive discovery with teams across the Field organization. Document and visualize critical business processes from end-to-end, creating a definitive library of our "as-is" workflows.
- Analyze existing processes to identify bottlenecks, manual tasks, and pain points that are prime candidates for AI-driven automation and optimization. Quantify the potential impact of these improvements.
- Serve as the primary point of contact between operations teams and the AI strategy leads. Translate business needs and process gaps into clear requirements for potential AI solutions and vendors.
- Partner with our Business Technology teams to plan and execute the implementation of new Field AI tools. Manage project timelines, dependencies, and user acceptance testing for your designated areas.
- In some cases, own the administration and strategy for specific Field AI applications. Develop best practices, create documentation, and provide support to ensure we are maximizing the value of our investments.
Other
- 5-7+ years of experience in an operations role such as Sales Operations, Business Process Improvement, or a related field within the technology sector.
- 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.
- Experience working in a change management capacity, helping teams adopt new technologies and processes.
