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Sales Methodology Transformation Lead

June 18, 2025June 18, 2025

Sales Methodology Transformation Lead

CompanyOkta
LocationSan Francisco, CA, USA, Chicago, IL, USA, New York, NY, USA, Bellevue, WA, USA
Salary$153000 – $257000
TypeFull-Time
Degrees
Experience LevelSenior, Expert or higher

Requirements

  • Minimum of 8+ years of experience leading large scale, global sales transformation initiatives
  • Experience working with or evaluating sales methodology vendors (e.g., Challenger, Winning by Design, Force Management, MEDDPICC) and sales training companies
  • Proven success leading large-scale methodology designs and rollouts in companies of similar size and complexity
  • Deep understanding of B2B sales motions across segments, geographies, and product types
  • Strong program management skills with a track record of delivering cross-functional initiatives
  • Experience with CRM systems (e.g., Salesforce), enablement platforms, and sales intelligence tools (e.g., Gong, Highspot, Clari)
  • Ability to influence and align executive stakeholders in a matrixed organization
  • Excellent communication skills, both strategic and executional — with the ability to synthesize complex concepts into clear, actionable plans
  • Comfortable operating as a highly autonomous, strategic individual contributor

Responsibilities

  • Drive the cross-functional process to define the vision, objectives, and business case for a unified sales methodology in partnership with executive stakeholders
  • Lead the evaluation and recommendation of the most appropriate sales methodology and vendor, coordinating alignment across sales, operations, enablement, marketing, customer success, and product
  • Oversee the customization of the chosen methodology to fit segments, sales motions, and customer journeys, incorporating field and stakeholder feedback
  • Manage end-to-end implementation planning, including program timelines, milestones, and deliverables across multiple workstreams
  • Facilitate regular cross-functional working sessions, manage dependencies, and maintain centralized visibility into risks, decisions, and status
  • Partner with operations and systems teams to embed the methodology into CRM workflows, forecasting processes, and key sales tools
  • Collaborate with enablement and content teams to develop scalable learning paths, coaching resources, and in-the-flow content to support adoption
  • Develop and execute a structured change management plan that includes stakeholder engagement, communications, field readiness, and reinforcement
  • Lead global pilot and rollout efforts; ensure frontline managers are equipped to coach and reinforce the methodology at every stage of the sales cycle
  • Define adoption and success metrics; implement feedback loops to continuously improve methodology effectiveness
  • Establish governance to maintain and evolve the methodology over time as business needs change

Preferred Qualifications

    No preferred qualifications provided.


TaggedCustomer SuccessExpert or higherFinance & Operations & StrategyOktaSales & Account ManagementSeniorStrategic Account Management

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