Description
We are looking for a Senior Product Analyst to join the Sales and Partners technology team within the Partners pod. In this role, your work will bridge the gap between business needs and technical solutions to drive enhanced user experience and operational success, with a specific focus on collaborating closely with our Partner Program and Partner Operation teams.
Our Partner Ecosystem Growth strategy expands market reach through indirect channels by powering the technical, commercial, and marketing infrastructure that enables partners to source, co-sell, and deliver Okta solutions. The partner portal, a core product within this ecosystem, provides a seamless digital platform for partner enablement and program benefit administration,supporting capabilities such as deal registration, pipeline visibility, co-marketing activation, and co-sell coordination.
Your work directly boosts channel revenue by empowering partners with the self-service tools and data they need to effectively manage their business. Partners have deep strategic customer relationships in addition to multiplying coverage in markets we can't cost-effectively reach directly , and co-sell deals close at higher win rates because partners bring relationships, implementation credibility, and local trust that no direct team can replicate.
Key Responsibilities:
- Requirements Gathering and Analysis: Work closely with the Global Partner Program and Strategy team, Partner Operations team to understand their requirements and challenges, translating them into detailed and actionable user stories.
- Solution Design Collaboration: Collaborate with developers and administrators to facilitate design, configure, and enhance digital interfaces, self-service tools, and solutions that empower the partner sales ecosystem.
- Stakeholder Collaboration: Partner extensively with Global Partner Program and Strategy and Partner Ops teams to design and enhance platforms that support Direct and Channel Sales teams.
- System Integrations: Collaborate with technical teams to own OOTB configurations & integrations between Salesforce, Okta’s Partner Portal, partner portal tenant, and other cross-functional downstream systems to ensure a seamless data flow (ex.partner account and contact, accreditation and certification, partner badges, program benefit administration, and partner program performance, etc.).
- Systems Configuration & Administration: Manage and configure integrations between Salesforce, Okta Partner Portal, and downstream systems to maintain seamless data synchronization. Serve as the functional lead for automating workflows related to partner accounts, certifications, deal registration, and pipeline visibility.
- Data Management and Reporting: Ensure the integrity and accuracy of partner data through effective management practices. Create and maintain reports and dashboards to provide partner program performance and pipeline visibility, including insights into key deal registration, referral registration, project registration and co-sell, co-market, and co-build performance metrics.
- Quality Assurance and Testing: Develop and execute comprehensive test plans to validate the functionality and performance of partner-facing solutions, downstream system functionalities and supporting internal workflows - including ad hoc regression testing for cross-functional initiatives impacting partner experience and/or partner-related data - Documentation: Author and maintain end-to-end customer journey maps, ensuring that technical and user documentation for partner ecosystems is accessible and easily understandable.
Requirements:
- Salesforce & PRM Mastery: 5+ years of hands-on experience as a Business Analyst or Implementation Consultant specializing in Salesforce Sales Cloud, Service Cloud, and Partner Relationship Management (PRM) Salesforce Sales Cloud, Service Cloud, and contexts. Knowledge of and CPQ is a plus
- System Architecture: Proven experience with Salesforce integrations, specifically connecting CRM platforms with product-led systems, partner portals, and cross-functional learning management systems and tools.
- Lifecycle Management: Demonstrated ability to own the end-to-end delivery lifecycle, from initial conception and configuration through to launch and post-deployment support.
- Process Innovation: A strong problem-solving mindset focused on continuous process improvement, operational efficiency, and creating seamless partner experiences.
- Critical Thinking: Ability to translate complex business requirements into scalable, high-quality technical solutions.
Why Join Us:
You will work in a fast-paced, innovative environment that values continuous learning and professional growth. This role offers the opportunity to collaborate with cross-functional teams to make a direct impact on the business while driving strategic improvements for our partners. As a key contributor, you will help shape the future of our partner ecosystems and overall operational landscape.