Manager, Headcount Planning & Operations

Company: Okta, Inc.
Location: San Francisco
Posted on: June 1, 2025

Job Description:

Manager, Headcount Planning & OperationsGet 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.As part of Okta's Go-To-Market Strategy & Operations group, the Strategic Planning team dedicates their focus on Go-To-Market (GTM) Planning while also driving insight and scale within the field organization. We oversee the Long Range Plan, headcount management and operations, and segmentation strategy which enable our leaders to make data-driven decisions, and lay the groundwork for an integrated financial and operational plan.The Manager, Headcount Planning & Operations will be close to the company's most critical GTM headcount plans and develop a keen understanding of how Okta operates. In this role, you'll transform complex datasets into structured analyses and turn insights into action by building tools and processes that help determine the trajectory of Okta's rocket ship. You'll partner with a diverse group of functional teams such as Field Operations, HR, FP&A, Recruiting, and Business Technology to ensure alignment with our go-to-market plans and processes.Job Duties & Responsibilities:

• Lead the GTM headcount Engine in Anaplan: Manage the vital reporting and planning processes that serve as the source of truth for headcount data across HR, FP&A, and Ops teams
• Drive key workstreams to deliver org designs and capacity plans during the annual planning cycle
• Become an expert in how our headcount data is captured, how it ties to underlying business processes, and how it impacts key metrics and reports. Help codify our metrics and data dictionary while also enabling GTM and cross-functional teams on standard reports.
• Identify operational gaps in our reporting capabilities and/or inefficiencies in the planning process. Work with the Business Technology teams to build scalable solutions.
• Enable reporting, access, and visibility across all systems
• Design and drive standardized processes to support headcount management across GTM, and seamless handoff between cross-functional teams.
• Own centralized global sales hierarchy and related components that enable visibility, access, and reporting across systems throughout the year and during planning.Required Skills & Qualifications:
  • 4-6+ years working in an operational and analytical capacity, with at least 3 years in Sales Operations or FP&A.
  • Experience with Anaplan or other planning tools is preferred
  • Experience working cross-functionally across a diverse range of teams and levels
  • Excellent quantitative and MS Excel skills (i.e. sumifs, index/match and vlookup, table formulas).
  • Excellent written and verbal communication skills.
  • Self-motivation, with the desire and capacity to work both independently and collaboratively.#LI-MK1#LI-hybridThe annual base salary range for this position for candidates located in the San Francisco Bay area is between: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.As part of Okta's Go-To-Market Strategy & Operations group, the Strategic Planning team dedicates their focus on Go-To-Market (GTM) Planning while also driving insight and scale within the field organization. We oversee the Long Range Plan, headcount management and operations, and segmentation strategy which enable our leaders to make data-driven decisions, and lay the groundwork for an integrated financial and operational plan.The Manager, Headcount Planning & Operations will be close to the company's most critical GTM headcount plans and develop a keen understanding of how Okta operates. In this role, you'll transform complex datasets into structured analyses and turn insights into action by building tools and processes that help determine the trajectory of Okta's rocket ship. You'll partner with a diverse group of functional teams such as Field Operations, HR, FP&A, Recruiting, and Business Technology to ensure alignment with our go-to-market plans and processes.Job Duties & Responsibilities:
    • Lead the GTM headcount Engine in Anaplan: Manage the vital reporting and planning processes that serve as the source of truth for headcount data across HR, FP&A, and Ops teams
    • Drive key workstreams to deliver org designs and capacity plans during the annual planning cycle
    • Become an expert in how our headcount data is captured, how it ties to underlying business processes, and how it impacts key metrics and reports. Help codify our metrics and data dictionary while also enabling GTM and cross-functional teams on standard reports.
    • Identify operational gaps in our reporting capabilities and/or inefficiencies in the planning process. Work with the Business Technology teams to build scalable solutions.
    • Enable reporting, access, and visibility across all systems
    • Design and drive standardized processes to support headcount management across GTM, and seamless handoff between cross-functional teams.
    • Own centralized global sales hierarchy and related components that enable visibility, access, and reporting across systems throughout the year and during planning.Required Skills & Qualifications:
      • 4-6+ years working in an operational and analytical capacity, with at least 3 years in Sales Operations or FP&A.
      • Experience with Anaplan or other planning tools is preferred
      • Experience working cross-functionally across a diverse range of teams and levels
      • Excellent quantitative and MS Excel skills (i.e. sumifs, index/match and vlookup, table formulas).
      • Excellent written and verbal communication skills.
      • Self-motivation, with the desire and capacity to work both independently and collaboratively.#LI-MK1#LI-hybridThe annual base salary range for this position for candidates located in the San Francisco Bay area is between: $140,000 - $210,000 USDBelow is the annual base salary range for candidates located in California, Colorado, New York and Washington. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us .
        The annual base salary range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, New York, and Washington is between: $125,000 - $187,000 USDWhat you can look forward to as a Full-Time Okta employee!
        • Amazing Benefits
        • Making Social Impact
        • Developing Talent and Fostering Connection + Community at OktaOkta 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/ .
          
          Some roles may require travel to one of our office locations for in-person onboarding.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 complete any part of 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/ .U.S. Equal Opportunity Employment Information
          Read moreThe foundation for secure connections between people and technologyOkta is the leading independent provider of identity for the enterprise. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With over 7,000 pre-built integrations to applications and infrastructure providers, Okta customers can easily and securely use the best technologies for their business. More than 19,300 organizations, including JetBlue, Nordstrom, Slack, T-Mobile, Takeda, Teach for America, and Twilio, trust Okta to help protect the identities of their workforces and customers.Follow OktaFirst NameLast NamePreferred First NameEmailPhoneResumeUpload PDFPasteUpload Resume/CV (PDF must be less than 8 MB )Upload PDFPasteUpload Cover Letter (PDF must be less than 8 MB )LinkedIn ProfileWebsiteAre you legally authorized to work in the country you reside?Will you now or in the future require Visa Sponsorship?If yes, please identify name of person / vendor and describe relationship / association:Do you have any outside business activity(ies) (advisory, consulting, or board roles, or side businesses) that you would continue engaging in or plan to engage in if you joined Okta in this role?If yes, please describe:Have you worked for Okta in the past?I acknowledge and agree to the processing of my personal data in accordance with Okta's Privacy Policy.I would like to be considered for future positions at Okta.YesTo the best of your knowledge, do you have any family members / relatives or personal relationships at Okta or at any suppliers, partners, or vendors that have a business relationship with Okta?(For purposes of this question, a "family member / relative or personal relationship" is defined as close personal friends (including sexual and/or romantic relationships), close relatives (spouse, partner, children, cousins, aunts, uncles, nieces, nephews, grandparents or grandchildren), someone who lives in your household, or anyone else with whom you have a close enough personal relationship or connection that it could improperly bias your conduct or decision making or be perceived to be capable of impacting your conduct or decision making.
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Keywords: Okta, Inc., San Mateo , Manager, Headcount Planning & Operations, Executive , San Francisco, California