Manager, Field Process & Systems

Okta•Chicago, IL

5d•$132,000 - $203,500

About The Position

The Manager, Field Process & Systems serves as an operational problem-solver for Okta’s field organization. The role requires end-to-end knowledge of the go-to-market (GTM) technology stack and responsibility for initiatives that improve field performance and reduce daily operational friction. The manager uses data and a process-first approach to identify and quantify inefficiencies, including lead-routing issues, deal-velocity bottlenecks, and handoff problems, and uses findings to inform project priorities aligned with company strategy. The position owns the Field Process & Systems project intake framework and the team’s operational cadence, including monthly cross-functional stakeholder updates. It designs scalable system and workflow solutions, supports effective adoption of GTM tools, and leads projects from proposal through delivery. The role works with field leadership and business partners to maintain visibility into active projects, backlog status, and measurable outcomes.

Requirements

At least 5 years of experience in Revenue Operations, Sales Operations, GTM Process Strategy, or Systems Optimization in a fast-paced SaaS environment.
Deep, hands-on fluency with Salesforce and standard GTM technologies, such as Clari, ZoomInfo, Gong, and LeanData or other routing engines.
Ability to query and analyze complex operational data and translate it into quantified business cases that drive roadmap prioritization.
Demonstrated success managing project intake frameworks, grooming backlogs, and balancing competing requests against strategic priorities.
Strong executive presence and communication skills, including experience designing polished slide decks and leading cross-functional stakeholder meetings.
A process-first mindset and ability to create scalable, long-term workflows that reduce friction for field representatives while preserving data integrity.

Responsibilities

Maintain hands-on knowledge of the core GTM technology ecosystem and ensure tools are configured, optimized, and used effectively.
Design scalable system solutions and process enhancements for sales and revenue teams.
Establish process documentation, user guidelines, and operational standards to support tool adoption and best practices.
Use system telemetry, CRM data, and operational metrics to identify and quantify field inefficiencies and their business impact.
Use data-backed findings to inform team priorities and develop a high-impact roadmap aligned with company strategy.
Translate operational gaps into end-to-end system and process proposals, and lead execution from concept through completion.
Manage project intake by evaluating requests for system enhancements and process changes from field leaders and business partners.
Rank incoming work based on quantified friction, estimated ROI, and strategic business goals, maintaining a clear and transparent backlog.
Prepare agendas and slide decks, lead monthly cross-functional stakeholder update calls, and provide recaps and action items.
Keep field leadership and business partners informed about active projects, backlog status, and measurable outcomes.