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Senior Analyst, Sales Planning & Analytics



IT, Sales & Business Development, Data Science
San Francisco, CA, USA
Posted on Wednesday, May 8, 2024

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 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 GTM Strategy & Operations Team

As part of Okta’s Go-To-Market Strategy & Operations group, the Planning & Analytics team drives insight and scale within the field organization. We oversee the analytics that enable our leaders to make data-driven decisions and lay the groundwork for an integrated financial and operational plan.

The Senior Analyst, Sales Planning & Analytics Opportunity

The Senior Analyst, Sales Planning & Analytics will be close to the company’s most critical performance data and develop a keen understanding of how Okta acquires revenue. In this role, you’ll transform complex datasets into structured analyses and turn insights into action by building tools and processes that help determine the trajectory of Okta’s rocket ship. You’ll partner with a diverse group of functional teams such as Field Operations, Customer First Operations, FP&A, and Data & Insights to ensure alignment with our go-to-market plan, data infrastructure, and strategic initiatives.

What you’ll be doing

  • Help deliver analytic assets (reports, dashboards) as well as one-off analyses, and insights to business partners across the organization
  • Monitor key business metrics, initiate and perform deep dives where required and alert business to challenges and opportunities
  • Work cross-functionally to build a narrative around key business metrics and trends for senior leadership in support of our go-to-market strategy and initiatives
  • Partner with the data team, sales operations, customer success and other teams to enable business units to make data-driven decisions
  • Become an expert on how our data is captured as well as how it ties to underlying business processes.
  • Identify operational gaps or inefficiencies, and work with Data and Business Systems teams to capture requirements for solutions.

What you’ll bring to the role

  • 2-4+ years working in an operational and analytical capacity, preferably in a SaaS company
  • Excellent quantitative and MS Excel skills (i.e. sumifs, index/match and vlookup, table formulas)
  • Experience with Tableau or other analysis/BI tools
  • Excellent SQL skills and experience using SQL to write queries and perform analysis
  • Endless curiosity and a need to dive deeper for understanding.
  • Excellent written and verbal communication skills.
  • Self-motivation, with the desire and capacity to work both independently and collaboratively.


Below is the annual base salary range for candidates located in California. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us.

The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $111,000$167,000 USD

What you can look forward to as an Full-Time Okta employee!

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/.

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 participate in the job application or interview process, 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/.