People Matter

Sr. Finance Manager, GTM (Customer First)



Accounting & Finance, Customer Service
San Francisco, CA, USA
Posted on Wednesday, June 19, 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.

Job Duties and Responsibilities:

  • The ideal candidate will have a proven track record of providing financial and operational guidance, driving operational excellence, and managing internal and external stakeholders.
  • Be a strategic finance partner to the Customer First executives who are responsible for the Customer Success, Customer Support, Global Services as well as Renewals functions.
  • Collaborate and build strong relationships and finance partnerships with key executives and Customer First Operations.
  • Partner with Sales Finance to ensure alignment of services financial plan and initiatives with Sales’ short and long-range plan.
  • Work closely with Customer First Operations leadership and teams to facilitate planning and execution.
  • Own the budgeting and forecasting processes for Customer First, including:
  • Partnering with business partners to ensure accuracy for headcount, program
  • spending, and other key metrics based on operational performance,
  • Preparing budget vs. actual variance analysis and other relevant reporting,
  • Leading thoughtful analysis, evaluating key drivers and metrics, and partnering on driving operational efficiencies,
  • Collaborating with the controllership organization on accruals as well as other elements of the close process,
  • Evolving these processes, as needed.
  • Develop monthly/quarterly management reports regarding the underlying performance, leading indicators, validation of plan assumptions, and key metrics on the business,
  • Work closely with the Customer First Operations team to deliver consolidated metrics including core financials plus utilization rates, bill rates, etc., and help drive solutions to maximize the impact of metrics to performance.
  • Facilitate and drive frequent ad hoc as well as targeted projects to support senior management on business decisions.
  • Lead process and system improvements and scaling projects for your area and partner on cross functional teams, to drive the company’s continued growth and scaling.

Skills Required:

  • Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
  • Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
  • Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
  • Relationship Management: Ability to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management
  • Ability to influence at all levels, with a demonstrated aptitude to work effectively within a matrixed team across multiple functional areas, and be assertive in driving successful management strategies
  • Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups.

Job Requirements:

  • 7+ years of progressive experience in FP&A with 5+ years having supported a rapidly growing customer success/support and/or global services organizations, highly preferred.
  • Strong communication skills and senior-level presentation experience
  • Experience building and mentoring high-performing teams
  • High proficiency with FP&A systems is required, Anaplan & Tableau experience is a HUGE plus
  • Excellent financial modeling and analysis skills
  • Advanced Excel and strong PowerPoint skills are required
  • Prior experience with is a plus
  • Prior experience in a high-growth high tech/software/SaaS organization is a plus
  • Bachelor’s degree in Accounting, Business, or equivalent from an accredited college/university; CPA or another advanced professional credential is preferred
Okta’s Top 5 Core Leadership Competencies are part of the deeply ingrained principles that guide all of our company’s actions. They also align strongly to our cultural cornerstones, our Okta values: love our customers, empower our people, never stop innovating, act with integrity, and maintain transparency. It’s our expectation that our managers and leaders embody these core competencies:
  • Builds Effective Teams: Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals.
  • Demonstrates Self-Awareness (EQ): Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.
  • Develops Talent: Developing people to meet both their career goals and the organization’s goals.
  • Drives Results: Consistently achieving results, even under tough circumstances.
  • Strategic Mindset: Seeing ahead to future possibilities and translating them into breakthrough strategies.

Below is the annual base salary range for candidates located in California, Colorado, 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:

The annual base salary range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, New York, and Washington is between:
$162,000$244,000 USD
The annual base salary range for this position for candidates located in the San Francisco Bay area is between:
$182,000$272,000 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!

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