Success Insights Manager
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About the role
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. Love our Customers is our #1 Value at Okta. The Okta Customer First Team lives and breathes this every day. A critical element of Okta's strategy is helping our customers accelerate their time to value and expand their relationship with Okta. This is a key differentiator for Okta and we believe that all customers, large and small, deserve an exceptional experience and this assistance. When we do this well, our customers succeed and Okta succeeds by growing our renewal rates. The Success Insights Manager role is an exciting opportunity to help execute a scaled success strategy, providing exceptional, data-driven content that maximizes value for customers post-sale. You will execute digital success programs that involve designing and developing visually engaging and informative data-driven content tailored to our customers' unique use cases that also scale effectively to meet the needs of our expanding customer base. This content will serve as powerful tools for our post-sales teams, including customer QBRs, automated delivery plans, and more, helping them demonstrate the value of Okta and drive product adoption among our largest customers. Your primary targets will include driving adoption and retention as well as the future growth of our customer base while saving time for customer-facing teams, including those who manage our largest book of accounts. You will be deep in the data, monitoring and optimizing your programs along the way. You will partner with many cross-functional groups within Okta, including Product, Business Technology, Data, Marketing, Technical Account Management, Renewals, Sales, and outside vendors. Success in this role will require both a strong ability to understand the needs of large Enterprise customers and develop solutions that scale. You will obtain in-depth knowledge of Okta products, how they are adopted, and understand our customers and why they stay with Okta while leveraging underlying data to inform new programs and opportunities. You'll also influence how we engage our customers in a human, meaningful, and value-driven manner. This is the chance to shape a highly visible area of the business that directly impacts our bottom line. Job Duties and Responsibilities: AI-Driven Automated Insights Content Creation: Automate the creation of data-heavy customer-facing content and other insights via a content automation tool, prioritizing the use of AI prompting models to generate proactive and personalized customer narratives. Drive the strategic shift from traditional rule-based logic to scalable, generative AI workflows for producing tailored content that maximizes customer value. Customer-Centric Approach: Collaborate closely with post-sales customer-facing teams to understand the needs and challenges of our enterprise customers. Translate customer and product insights into effective and persuasive deck content that addresses their pain points and highlights Okta's solutions. Scalability and Product Alignment: Design solutions that scale to accommodate a diverse range of enterprise customer profiles. Regularly update and refine decks based on product usage data, ensuring they remain aligned with the latest features and capabilities of Okta and drive strong product adoption and retention. Data-Informed Decision Making: Creatively leverage AI techniques to analyze usage trends and program performance, identifying patterns in what is working and what is not working at scale. Develop methodologies to quantify and represent the business impact related to retention and adoption goals through AI-driven automation programs. Collaboration and Feedback: Work closely with cross-functional teams, including Product Management, Marketing, Data, and Technical Account Management, to gather insights and feedback for continuous improvement. Actively participate in collaborative sessions to align deck content with overarching business goals. Minimum Required Skills and Abilities: AI and Automation Mindset: Must possess the mindset to transition program design from traditional if/then decision trees to effective AI prompting and LLM workflows. Continuously test, measure, analyze, and recommend optimizations for existing programs and new opportunities Proven ability to craft insights out of data. Possess expertise in developing value and adoption narratives at scale. Strong understanding of enterprise customer needs and the ability to translate those needs into comp
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