Success Insights Manager

• Automate the creation of presentation decks and other insights via a deck 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. 

• 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.

• 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.

• Creatively leverage AI techniques to analyze product usage data 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. 

• Work closely with cross-functional teams, including Product Management, Marketing, Data, and Customer Success, to gather insights and feedback for continuous improvement.
• Actively participate in collaborative sessions to align deck content with overarching business goals.

• AI/Automation Mindset: Proven ability to use data to build insight. 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
• Possess expertise in data strategy, analysis, and management related to customer marketing, growth marketing, and demand generation skill sets
• Strong understanding of enterprise customer needs and the ability to translate those needs into compelling deck content 
• Knowledge of Salesforce.com, Gainsight, Pendo, Tableau, Databricks, Snowflake, etc. to get the data and insights you need to successfully design, execute, and monitor programs. 
• Bonus points if you have experience with Matik or related deck-automation tools.
• Possess knowledge in the use of various content types and engagement methods, such as AI agents, video, in-app guides, and email, with demonstrated experience in prompt engineering for generating actionable insights and compelling content
• Ability to leverage an effective track record of success to positively influence program execution across teams
• Display effective communication and team collaboration skills
• Demonstrate excellent communication skills (presentation, verbal and written)

• Prior experience managing digital success programs, as a growth product manager/marketer, or automating insights.
• Experience in building enterprise SaaS adoption programs is desired
• 5+ years of related experience
• Bachelor’s degree; advanced degree in a business, marketing, analytics, or technical field preferred
• Adaptability, flexibility in the face of changing business requirements and conditions
• Knowledge in identity, security, access management, workflow, and/or developer-facing products

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