Customer First Strategy and Operations Intern (Summer 2026)
San Francisco, CaliforniaFull-TimeInternOperations
What You’ll Do
- For Customer Success Operations: Help maintain the internal knowledge base and toolkits, as well as playbooks for our CSMs and TAMs. Assist in building and optimizing dashboards to track Key Performance Indicators (KPIs) as well as overall growth metrics. Shadow team members to document standard operating procedures (SOPs) for the CS Operations department. Support the management and enhancement of our Gainsight and Salesforce systems, and reporting dashboards.
- Help maintain the internal knowledge base and toolkits, as well as playbooks for our CSMs and TAMs.
- Assist in building and optimizing dashboards to track Key Performance Indicators (KPIs) as well as overall growth metrics.
- Shadow team members to document standard operating procedures (SOPs) for the CS Operations department.
- Support the management and enhancement of our Gainsight and Salesforce systems, and reporting dashboards.
- For Renewal Operations: Triage and troubleshoot operational issues and optimize our systems as well as gather, analyze, and present data and information from multiple data sources and support ad-hoc requests from the Renewals and other Customer First teams. Drive process improvements that improve overall data integrity as well as draft and publish key process and policy documentation that is critical to our responsibility and the functions we support. Develop and present recommendations based on data analysis and industry best practices.
- Triage and troubleshoot operational issues and optimize our systems as well as gather, analyze, and present data and information from multiple data sources and support ad-hoc requests from the Renewals and other Customer First teams.
- Drive process improvements that improve overall data integrity as well as draft and publish key process and policy documentation that is critical to our responsibility and the functions we support.
- Develop and present recommendations based on data analysis and industry best practices.
- Help maintain the internal knowledge base and toolkits, as well as playbooks for our CSMs and TAMs.
- Assist in building and optimizing dashboards to track Key Performance Indicators (KPIs) as well as overall growth metrics.
- Shadow team members to document standard operating procedures (SOPs) for the CS Operations department.
- Support the management and enhancement of our Gainsight and Salesforce systems, and reporting dashboards.
- Triage and troubleshoot operational issues and optimize our systems as well as gather, analyze, and present data and information from multiple data sources and support ad-hoc requests from the Renewals and other Customer First teams.
- Drive process improvements that improve overall data integrity as well as draft and publish key process and policy documentation that is critical to our responsibility and the functions we support.
- Develop and present recommendations based on data analysis and industry best practices.
What We’re Looking For
- Currently pursuing a Bachelor’s degree in Business, Economics, Data Analytics, or a related field with an expected graduation date of Dec. 2026 or May/June 2027.
- Strong analytical skills with proficiency in Excel and Google Sheets (Salesforce and Tableau experience is a plus)
- Interest in sales strategy, business operations, process optimization, or customer success.
- Excellent communication and collaboration skills to work with cross-functional teams.
- Self-motivated, detail-oriented, and eager to learn in a fast-paced environment.
Why Join Us?
- Gain real-world experience in operations and strategy at a high-growth tech company.
- Work with experienced mentors and cross-functional teams.
- Make a meaningful impact by contributing to strategic initiatives that drive business growth.
- Opportunity to develop technical and analytical skills in a dynamic, innovative environment.
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! https://www.okta.com/company/careers/.Some roles may require travel to one of our office locations for in-person onboarding.
