Job Description
Get to know Okta
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.
Candidates must reside in either the Bellevue/Seattle, WA region or the San Francisco Bay Area to be eligible for this role.
Job Responsibilities:
Manage a portfolio of key strategic accounts and top reseller/partners, ensuring timely outreach, resolution of outstanding invoices, and reconciliation of complex accounts with minimal oversight. Including:
Payment reminders,
Collections notices
Drafting legal demand letters, when necessary.
Provide guidance on escalations of accounts to cross-functional teams and other analysts.
Handle account deactivations or work stoppages due to non-payment, and escalate issues according to policy.
Negotiate payment plans within internal guidelines, escalating sensitive cases appropriately.
Drive dispute resolution (e.g., tax, purchase orders, billing), monitor dispute trends, and recommend operational improvements.
Submit and track refund requests and ensure compliance with customer banking and documentation standards.
Perform financial and credit analysis on new customer opportunities and provide recommendations per company policy.
Forecast incoming payments, supporting FP&A by maintaining up-to-date customer payment trends, notes, and promise-to-pay (PTP) tracking.
Conduct Days Beyond Terms (DBT) analysis for key accounts and escalate payment behavior changes.
Support quarterly business reviews (QBR) preparation, create accounting slides, and present insights to leadership.
Communicate effectively with external legal counsel on bankruptcies, settlements, and disputes, managing approvals and escalations as needed.
Actively engage and lead cross-functional and strategic projects, suggesting and driving change across billing, collections, and QTC operations.
Perform UAT (User Acceptance Testing) on system changes and collaborating with Business Technology and other departments on technical enhancements.
Maintain working knowledge of systems/tools, ensuring understanding of end-to-end collections processes.
Train, coach, and support team members; create and maintain training materials as processes evolve.
Skills & Qualifications
5+ years of collections or accounts receivable experience, preferably in a SaaS or technology company.
Advanced analytical skills, including payment trend analysis, forecasting, and reporting.
Strong experience with ERP and collections management tools (e.g., Salesforce, NetSuite, Workday, and Slack).
Solid understanding of revenue recognition principles and QTC operations.
Experience communicating and collaborating with Sales, Customer Success, Legal, and Finance departments.
Ability to manage multiple tasks effectively with strong prioritization and organizational skills.
Strong organizational mindset and ability to execute quickly against priorities.
Skilled communicator, capable of leading internal and external discussions, presenting updates, and summarizing key points.
Effective at building cross-functional relationships and driving resolution through collaboration.
Intellectual curiosity, with a proactive and creative approach to problem-solving.
Open to feedback and continuous learning; structures career progression with regular manager check-ins.
Ability to coach and mentor peers and junior team members; leads by example.
#LI-MK1
#LI-hybrid
The 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.
Candidates must reside in either the Bellevue/Seattle, WA region or the San Francisco Bay Area to be eligible for this role.
Job Responsibilities:
Manage a portfolio of key strategic accounts and top reseller/partners, ensuring timely outreach, resolution of outstanding invoices, and reconciliation of complex accounts with minimal oversight. Including:
Payment reminders,
Collections notices
Drafting legal demand letters, when necessary.
Provide guidance on escalations of accounts to cross-functional teams and other analysts.
Handle account deactivations or work stoppages due to non-payment, and escalate issues according to policy.
Negotiate payment plans within internal guidelines, escalating sensitive cases appropriately.
Drive dispute resolution (e.g., tax, purchase orders, billing), monitor dispute trends, and recommend operational improvements.
Submit and track refund requests and ensure compliance with customer banking and documentation standards.
Perform financial and credit analysis on new customer opportunities and provide recommendations per company policy.
Forecast incoming payments, supporting FP&A by maintaining up-to-date customer payment trends, notes, and promise-to-pay (PTP) tracking.
Conduct Days Beyond Terms (DBT) analysis for key accounts and escalate payment behavior changes.
Support quarterly business reviews (QBR) preparation, create accounting slides, and present insights to leadership.
Communicate effectively with external legal counsel on bankruptcies, settlements, and disputes, managing approvals and escalations as needed.
Actively engage and lead cross-functional and strategic projects, suggesting and driving change across billing, collections, and QTC operations.
Perform UAT (User Acceptance Testing) on system changes and collaborating with Business Technology and other departments on technical enhancements.
Maintain working knowledge of systems/tools, ensuring understanding of end-to-end collections processes.
Train, coach, and support team members; create and maintain training materials as processes evolve.
Skills & Qualifications
5+ years of collections or accounts receivable experience, preferably in a SaaS or technology company.
Advanced analytical skills, including payment trend analysis, forecasting, and reporting.
Strong experience with ERP and collections management tools (e.g., Salesforce, NetSuite, Workday, and Slack).
Solid understanding of revenue recognition principles and QTC operations.
Experience communicating and collaborating with Sales, Customer Success, Legal, and Finance departments.
Ability to manage multiple tasks effectively with strong prioritization and organizational skills.
Strong organizational mindset and ability to execute quickly against priorities.
Skilled communicator, capable of leading internal and external discussions, presenting updates, and summarizing key points.
Effective at building cross-functional relationships and driving resolution through collaboration.
Intellectual curiosity, with a proactive and creative approach to problem-solving.
Open to feedback and continuous learning; structures career progression with regular manager check-ins.
Ability to coach and mentor peers and junior team members; leads by example.
#LI-MK1
#LI-hybrid
The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $84,000 — $126,000 USD Below 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: .
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: $75,000 — $113,000 USD What you can look forward to as a Full-Time Okta employee!
Amazing Benefits
Making Social Impact
Developing Talent and Fostering Connection + Community at Okta
Okta 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! .
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 .
U.S. Equal Opportunity Employment Information
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The foundation for secure connections between people and technology
Okta 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.
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Are you legally authorized to work in the country you reside?
Will you now or in the future require Visa Sponsorship?
To 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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I would like to be considered for future positions at Okta.
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Job Tags
Full time, Visa sponsorship, Flexible hours,