Sr. Analyst, Renewals Strategy & Operations

Okta
Bellevue +4 more

Who this role is best for

Best suited to candidates with operational analytics or revenue operations experience working in SaaS environments.

Best fit for

  • Candidates with 3 to 5+ years in operational analytics or revenue operations roles, especially those supporting GTM or post-sales functions.
    — “3 to 5+ years in an operational analytics, FP&A, or revenue operations role, ideally supporting a GTM, sales, Customer Success, or post-sales function.”
  • Individuals with strong analytical skills and a track record of managing end-to-end recurring processes.
    — “A track record of owning a recurring process end to end, with the organizational skills to manage multiple concurrent priorities.”
  • Candidates who can scale systems and build trusted analytics frameworks for large teams.
    — “Build these into scalable, trusted systems.”

Things to consider

  • The role requires a high level of collaboration with cross-functional leadership and internal teams.
    — “Partner with cross-functional leadership on incentive design and how we measure individual performance.”

How to stand out

  • Highlight experience in forecasting and capacity planning with measurable outcomes.
    — “Own the weekly and quarterly forecast process end to end.”
  • Demonstrate your ability to build scalable systems and automate reporting processes.
    — “Scale the team's reporting systems for self-service and efficiency.”
  • Showcase your ability to interpret AI/ML outputs and make strategic decisions based on them.
    — “Working knowledge of AI/ML tools and data pipelines, enough to direct AI-generated analysis and judge when the output is right.”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • owns analytical backbone of day-to-day business operations
  • drives forecasting, capacity and retention planning
  • partners with cross-functional leadership on incentive design
Typical background
operational analyticsFP&Arevenue operations

Skills & requirements

Required

Operational AnalyticsFP&ARevenue OperationsSalesforceTableauSaas Financial MetricsData PresentationProcess OwnershipStructured Thinking

Preferred

Claude CodeClariGainsightJiraAi/ml ToolsData Pipelines

Stack & domain

SalesforceTableauClaude CodeClariGainsightJiraAi/ml ToolsSaas Financial And Business MetricsOwnership MindsetStructured, Logical ThinkingClear, Structured Written And Verbal CommunicationRenewals StrategyOperationsForecastingCapacity And Retention PlanningAccountability And MeasurementAnalysis And AutomationSaas

About the role

Original posting from Okta

Secure Every Identity, from AI to Human

Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence.

This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk.

The Sr. Analyst, Renewals Strategy & Operations Opportunity

Renewals Strategy & Operations partners with Okta's global Renewals organization to drive forecasting, planning, and systems that protect and grow the company's retained revenue. We support a 67-person Renewals org.

We’re looking for a strategic critical thinker with an ownership mindset to drive analytics that scale. As a trusted advisor to the Renewals organization, you own the analytical backbone of the day-to-day business operations, including: forecasting, capacity and retention planning, and accountability and measurement for the org. You build these into scalable, trusted systems. 

What you'll be doing

Forecasting. Own the weekly and quarterly forecast process end to end. Maintain accuracy tracking so we know when the forecast is wrong, why, and what to fix. Development of new forecasting models.

Capacity & Retention Planning. Own target setting and capacity modeling as well as the book of business management to provide renewal management with clear visibility into territory and account health.

Accountability & Measurement. Partner with cross-functional leadership on incentive design and how we measure individual performance. Own recurring reporting that holds the org accountable: product depth and adoption, true up visibility, and other measures the team needs.

Analysis & Automation. You understand tables and sources well enough to direct AI tools to generate analysis and own the judgment on top of it to drive strategic decision making.Scale the team's reporting systems for self-service and efficiency.

What you'll bring to the role

3 to 5+ years in an operational analytics, FP&A, or revenue operations role, ideally supporting a GTM, sales, Customer Success, or post-sales function.

Hands-on experience in Salesforce and Tableau; familiarity with Claude Code, Clari, Gainsight, or Jira is a plus.

Working knowledge of AI/ML tools and data pipelines, enough to direct AI-generated analysis and judge when the output is right.

Strong understanding of SaaS financial and business metrics.

Demonstrated ability to collect and assess data and present it in a clear, actionable way to stakeholders.

A track record of owning a recurring process end to end, with the organizational skills to manage multiple concurrent priorities.

Structured, logical thinking: the ability to break down a problem and iteratively test solutions.

Clear, structured written and verbal communication with senior stakeholders.

What you can look forward to as an Okta employee!

Amazing Benefits

Making Social Impact

Fostering Diversity, Equity, Inclusion and Belonging at Okta 

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/Affirmative Action 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/. 

ir 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/Affirmative Action 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/.

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Below is the annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington. 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 California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington is between:$104,000—$160,600 USDThe Okta Experience

Supporting Your Well-Being 

Driving Social Impact 

Developing Talent and Fostering Connection + Community

We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one.

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 complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation.

Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.

Source: Okta careers

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