Success Insights Manager

Okta Okta · Enterprise · Bellevue, WA +1 · Customer Success Management-750

This role focuses on leveraging AI, specifically AI prompting models and generative AI workflows, to automate the creation of customer success insights and presentation decks. The goal is to provide data-driven content at scale to maximize customer value, drive adoption, and retention. The role requires analyzing product usage data, understanding enterprise customer needs, and collaborating with cross-functional teams. It emphasizes a shift from traditional logic to AI-driven automation for content generation.

What you'd actually do

  1. 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.
  2. Drive the strategic shift from traditional rule-based logic to scalable, generative AI workflows for producing tailored content that maximizes customer value.
  3. Collaborate closely with post-sales customer-facing teams to understand the needs and challenges of our enterprise customers.
  4. Translate customer and product insights into effective and persuasive deck content that addresses their pain points and highlights Okta's solutions.
  5. 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.

Skills

Required

  • 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.
  • 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)

Nice to have

  • 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

What the JD emphasized

  • AI prompting models
  • generative AI workflows
  • AI agents
  • prompt engineering

Other signals

  • AI prompting models
  • generative AI workflows
  • AI agents
  • prompt engineering