The GTM Strategy and Operations Team

We are a dynamic team within the GTM Strategy and Operations department, dedicated to optimizing and enhancing our business processes through innovative planning and analytics solutions. We build and manage foundational models on Anaplan to support our most critical planning processes such as Territory Carving, Quota Setting, Headcount and Capacity Management, and Demand Planning. Our solutions are integral to Okta’s success, acting as a force multiplier to boost the productivity of our operations team and streamline our planning processes.

The Anaplan Manager Opportunity

We are seeking a highly skilled and motivated  Anaplan Manager to join our Planning Infrastructure and Solutions team. This role blends expertise in Anaplan and a strong ability to collaborate with key parters in GTM operations. You will own the development and maintenance of our Anaplan models, enhance our planning capabilities through effective and efficient model design, and help execute on critical planning objectives.

What you’ll be doing 

Build the right infrastructure

• Provide architectural expertise and establish best Anaplan best practices across the GTM strategy organization.
• Design and improve on how we report on performance, track metrics, and set key targets.
• Understand the end-to-end structure of running a GTM team (e.g. headcount & capacity planning, territory assignment, pipeline performance, and attainment reporting).
• Create the structure to run GTM operations and personnel processes (target changes, headcount planning, partnering with Finance and recruiting).
• Optimize the user experience and value of our models. 
• Build and execute a vision of integrated planning. 

Data and analytics

• Help automate and expand our go-to-market reporting. This includes (but is not limited to): weekly/monthly/quarterly reports, headcount and capacity tracking, pipeline reviews, territory management, and forecasting.
• Improve our data foundations to increase visibility and insight into critical business metrics.
• Define our data and metric dictionary.
• Enable Ops leadership on how to interpret and drive action against key metrics.
• Partner with our IT, Data and Finance teams to augment and align our shared data.

What you’ll bring to the role

• Expertise in Anaplan, with experience as a consultant transitioning to in-house roles.
• Strong systems architecture skills with a focus on Anaplan or other business intelligence tools.
• Proven experience as a general analyst (finance, marketing, product) with advanced Anaplan proficiency.
• 5-7+ years of Anaplan model building experience or 2-4 years of Anaplan, Hyperion or other BI architecture experience.
• Business analysis and modeling experience for a sales org (fast growing enterprise SaaS preferred)
• Certified Anaplanner required (Master Anaplanner preferred).
• Working knowledge of end-to-end headcount planning process, territory management, and sales or business operations.
• Excellent written and verbal communication skills.
• Deep experience modeling complex problems, both conceptually and tactically (spreadsheets, analysis tools, visualization).
• Endless curiosity and a need to dive deeper for understanding.
• Self-motivation, with the desire and capacity to work both independently and collaboratively.

And extra credit if you have experience in any of the following! 

• Experience with integrating enterprise tools.
• Experience with Tableau or other analysis/BI tools.
• Perspectives and backgrounds we don’t already have on board: we value new viewpoints and ideas.

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