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 Revenue Strategy and Operations Team Revenue Strategy & Operations sits at the heart of our organization, driving operational excellence across our entire revenue organization. As part of Okta's Business Operations team, we amplify the impact across our rapidly growing Sales, Presales, Customer Success, Technical Account Management (TAM), and Renewals organizations by ensuring each function has the insights, tools, and processes to run effectively and efficiently. The team establishes rigorous standards and processes, and scales customer-centric operations to support our growth targets across the entire customer lifecycle. The Customer Success Operations Manager Opportunity In this role, you will design, refine, and continuously optimize our Customer Success Management Systems, bridging the gap between corporate strategy and regional execution to maximize Net Revenue Retention (NRR). You'll establish operations rigor and standards across the CX organization, ensuring that global and local standards are consistently adhered to while supporting growth objectives. You’ll be the primary operational partner to the AMER VP of Customer Success and senior CX leadership, and will also coordinate with adjacent teams including Technical Account Management (TAM), Renewals, Support, and Professional Services. This is an ideal opportunity for an experienced, highly collaborative operations professional with exceptional analytical skills and a growth mindset to ma
Market pay estimate
$118,800–$170,250 / year for comparable Operations Manager roles. Not employer-provided.
Role overview
Job description
Fin is the AI Customer Agent company on a mission to help businesses provide perfect customer experiences.
Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey – from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk for one single system that is designed to meet the needs of modern day support teams.
Founded in 2011, Fin became one of the fastest growing companies and remains one of the largest private software companies in the world with nearly 30,000 global businesses using our products to transform their customer support. Driven by our core values, we push boundaries, build with speed and intensity, and relentlessly deliver incredible value to our customers.
What's the opportunity?
We’re looking for an analytical and experienced Solutions Operations Manager to join our Revenue Operations department, supporting our growing Professional Services (ProServ) and Solutions Engineering (SE) organizations. Our mission in RevOps is to empower Fin's go-to-market teams with the systems, insights, and strategies that drive predictable revenue growth and exceptional customer experiences.
In this role, you’ll be a pivotal strategic and operational partner to ProServ and SE leadership - bringing clarity, structure, and data-driven insight to how these teams plan, deliver, and scale. The work you do will directly shape how we operate across the customer lifecycle, helping Fin grow efficiently while delivering meaningful value to customers.
What will I be doing?
- Design, refine, and manage scalable processes that improve how our SE and ProServ teams plan, deliver, and measure impact.
- Build data-driven frameworks and dashboards that bring visibility to performance, forecasting, and business outcomes - including POC effectiveness, attach rates, and post-engagement performance of our AI Agent, Fin.
- Partner with ProServ leadership to monitor Fin Activation Rate, Go-Live Rate, and Time to Go-Live, ensuring launches are efficient and customer outcomes are achieved on schedule.
- Measure and analyze Utilization, Services Attach Rate, and Bookings/Margin performance to drive operational excellence and forecast delivery capacity.
- Analyze trends and surface insights that influence strategic decisions and operational priorities.
- Partner with cross-functional teams (Sales, Analytics, Finance, RevOps) to align strategy, goals, and execution.
- Own and continuously improve operational systems and tools - such as RocketLane and Salesforce - that power day-to-day execution.
- Serve as a trusted advisor, providing clear points of view, recommendations, and structure in a fast-changing environment.
What skills do I need?
- Bachelor’s Degree.
- 5+ years of experience in Solutions Operations, ideally directly supporting ProServe & SE teams within a high-growth SaaS or AI company. Experience with Partners preferred.
- Salesforce Skills: Reporting, dashboards, data integrity, user administration, etc.
- PSA Platform Experience: RocketLane or similar.
- Advanced Data Modeling & Analytics: Expert Excel/Google Sheets; translate complex data into actionable insights.
- Strong Project Management: Manage multiple projects from scope to delivery; organized & detail-oriented.
- Clear Communication: Concise written/verbal skills; adept at presenting insights to leadership.
- Strategic Business Acumen: Translate solutions strategy into operational plans; proactive problem-solver.
Bonus skills & attributes
- Experience with Tableau, Gong, SQL.
Benefits
We are a well-treated bunch with awesome benefits! If there’s something important to you that’s not on this list, talk to us!
- Competitive salary and meaningful equity
- Comprehensive medical, dental, and vision coverage
- Regular compensation reviews - great work is rewarded!
- Unlimited access to Claude Code and best-in-class AI tools; experimentation & building is encouraged & celebrated.
- Flexible paid time off policy
- Paid Parental Leave Program
- 401k plan & match
- In-office bicycle storage
- Fun events for employees, friends, and family!
*Proof of eligibility to work in the United States is required.
The base salary range for candidates within the San Francisco Bay Area is $128,700 - $153,725. Actual base pay will depend on a variety of factors such as education, skills, experience, location, etc. The base pay range is subject to change and may be modified in the future. All regular employees may also be eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock in the form of Restricted Stock Units (RSUs).
Policies
Fin has a hybrid working policy. We believe that working in person helps us stay connected, collaborate easier and create a great culture while still providing flexibility to work from home. We expect employees to be in the office at least three days per week.
We have a radically open and accepting culture at Fin. We avoid spending time on divisive subjects to foster a safe and cohesive work environment for everyone. As an organization, our policy is to not advocate on behalf of the company or our employees on any social or political topics out of our internal or external communications. We respect personal opinion and expression on these topics on personal social platforms on personal time, and do not challenge or confront anyone for their views on non-work related topics. Our goal is to focus on doing incredible work to achieve our goals and unite the company through our core values.
Fin values diversity and is committed to a policy of Equal Employment Opportunity. Fin will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other legally recognized protected basis under federal, state, or local law.
What they are looking for
Skills & requirements
Qualification
The base pay range is subject to change and may be modified in the future; All regular employees may also be eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock in the form of Restricted Stock Units (RSUs).</p><div class="content-conclusion"><p><strong>Policies </strong></p> <p>Fin has a hybrid working policy; We expect employees to be in the office at least three days per week.</p> <p>We have a radically open and accepting culture at Fin
Hiring company
Fin
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