Manager, Field Process & Systems

Okta•Chicago, WA

About The Position

Okta’s Field Process & Systems team connects go-to-market strategy with the technology and processes that support it. The team designs end-to-end GTM workflows, optimizes the global technology stack, and deploys scalable operational capabilities to reduce friction and accelerate growth. The Manager, Field Process & Systems is an operational problem-solver for the field organization. The role requires a deep, hands-on understanding of the GTM technology stack and responsibility for initiatives that improve field performance. The manager uses system telemetry, CRM data, and operational metrics to identify and quantify friction, such as lead-routing delays, deal-velocity bottlenecks, and handoff problems. Those findings inform project priorities and the roadmap in alignment with company strategy. The role also owns the team’s operational cadence, including project intake and monthly cross-functional stakeholder updates. The manager designs scalable system and process solutions, leads their execution, promotes effective tool use, and keeps field leaders and business partners informed about active work, 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 approach that builds scalable, long-term workflows, reduces friction for field representatives, and preserves data integrity.

Responsibilities

Maintain hands-on knowledge of the core GTM technology ecosystem and help ensure tools are configured, optimized, and used effectively.
Design scalable system solutions and process improvements for sales and revenue teams.
Establish process documentation, user guidelines, and operational standards to support field-team 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 shape project priorities and the roadmap in consideration of company strategy.
Translate operational gaps into end-to-end system and process proposals, and lead execution from concept through completion.
Own the Field Process & Systems project intake framework and evaluate requests for system enhancements and process changes.
Rank incoming work based on quantified friction, estimated ROI, and strategic business goals, maintaining a transparent project backlog.
Prepare agendas and presentations, lead monthly cross-functional stakeholder update calls, and deliver recaps and action items.
Keep field leadership and business partners informed about active projects, backlog status, and outcomes of deployed initiatives.