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Senior Revenue Operations Specialist

5-9 years

Bangalore / Bengaluru

1 vacancy

Senior Revenue Operations Specialist

Okta

posted 2d ago

Job Description

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
 

Employment Type: Full Time, Permanent

Read full job description

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Q1. Difference b/w freetyle and normal pipeline . How to check if build is successful.
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What people at Okta are saying

What Okta employees are saying about work life

based on 12 employees
56%
87%
89%
60%
Strict timing
Monday to Friday
No travel
Day Shift
View more insights

Okta Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
View more benefits

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