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Okta

Senior Revenue Operations Specialist (Bengaluru)

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Bengaluru, India

5h ago
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Job Description

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 Accounting Operations Team

Accounting Operations - Revenue Operations - Order Management

The Senior Revenue Operations Specialist Opportunity

Reporting to the Revenue Operations Lead. The RevOps team is tasked with reviewing contracts with customers and partners, ensuring the accuracy of metrics and proper booking within the sales and financial systems. Collaborate with various departments such as quoting, orders, licensing, invoicing, and other related areas, working cross-functionally to implement new products, packaging, licensing, and go-to-market (GTM) initiatives.

What you’ll be doing:

  • Responsible for processing Tier 1 and Tier 2 opportunities. 
  • Tier 2 includes handling (direct & indirect) cancellations and restructures involving two or fewer canceled or restructured contracts. This includes reviewing opportunities and contracts, verifying key metrics, and creating and validating sales orders, all with minimal oversight. Ensuring that all bookings adhere to company policy, maintaining accuracy and compliance throughout the process.
  • Responsible for basic (Tier 1 & Tier 2) inquiries from Sales/Deal Desk including: metrics review, validation of at-bat, blending partner quote forms, moving stages, techsoup, Bad Debt and general questions.  (Tier 2) Covering cases for metric validation, billing/PO issues, debook/rebook, C&R credit language and CPQ errors. Serving as an escalation point for Tier 1 cases as needed. 
  • Escalate as needed. Monitor case queue throughout the day for timely response.
  • Perform UAT Testing, review testrails and ensure changes are acceptable and met the expected requirement before deployment to production. Collaborate with BT and cross-functional departments to troubleshoot technical issues and implement enhancements or fixes as needed.
  • Prepare Reconciliations as required
  • Escalation of Partner Inbox Issues
  • Assist in conducting general overview process for newly onboarded member
  • Regularly takes the opportunity to share knowledge with colleagues, assists them with learning new skills and coaches team members on an informal basis.
  • Working knowledge of operations systems/tools and understanding of concepts and principles within own discipline; solid contributor with intermediate to advanced skills
  • Understands complete end to end process of quote to cash and can identify issues upstream or downstream.
  • Other responsibilities and projects may be added as business requires

Qualifications:

  • Bachelor’s degree preferred or commensurate job experience
  • 5+ years of experience in order management, quote to cash.
  • Exceptional verbal and written communication skills, organizational abilities, and proven attention to details
  • Demonstrated ability to work effectively with cross-departmental teams
  • A self-starter, able to manage multiple tasks at once and the ability to work with minimal direction
  • Experience with Salesforce, Salesforce CPQ, NetSuite 
  • Solid understanding of order management, billing and provisioning systems, including upstream and downstream impact/activity
  • Ability to take initiative, work flexibly, and adhere to priorities with minimal direct  supervision

#LI-CS7

What you can look forward to as a 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, interview process, or onboarding 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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