Technology, Data and Intelligence (TDI) Team

The Technology, Data and Intelligence team is on a mission to accelerate Okta’s scale and growth. We bring world-class business acumen and technology expertise to every interaction. We also drive cross-functional collaboration and are focused on delivering measurable business outcomes.  

The Opportunity

The Architect, Finance and Legal Technologies will define and deliver the technology architecture strategy across Finance and Legal functions, enabling data-driven decision-making, automation, and operational excellence. This role will combine deep technical expertise with innovative thinking to modernize and optimize core enterprise systems — including NetSuite or Oracle (ERP), Conga, Anaplan, and Xactly. The successful candidate will leverage AI, machine learning (ML), NLP, and intelligent automation to reimagine traditional financial and legal processes/systems, enabling predictive insights, streamlined operations, and smarter compliance.

What you’ll be doing 

Enterprise Solution Architecture:

• Define the target-state architecture for Finance and Legal applications, ensuring alignment with enterprise strategy and growth objectives.
• Lead the design and implementation of end-to-end architectural solutions for Finance and Legal systems, ensuring integration, scalability, and performance across the enterprise.
• Develop and maintain a multi-year roadmap for modernization across ERP, FP&A, Legal, and Sales Compensation systems.
• Ensure systems are designed with identity-first security principles, integrating with Okta and other IAM solutions for authentication, authorization, and compliance.

AI and ML Solution Design:

• Architect and implement AI/ML-driven solutions to optimize finance and legal processes — such as predictive forecasting, anomaly detection, spend optimization, contract risk scoring, and intelligent reconciliation.
• Partner with Enterprise AI team to operationalize AI/ML Solution/ models within G&A functions, ensuring alignment with business outcomes.
• Have the working knowledge with any of the LLM like Gemini, OpenAI or Claude

System Integration and Data Strategy:

• Ensure seamless data flow across ERP (NetSuite/Oracle), Coupa, Scout, Anaplan, Conga, and Xactly systems using APIs and middleware (Boomi). Define unified data models to support analytics and AI consumption.

Innovation Leadership:

• Identify opportunities to embed generative AI, natural language processing (NLP), and large language model (LLM) capabilities into core Finance and Legal processes, including financial reporting, close management, reconciliation, contract lifecycle management, and legal document automation.
• Functional and Technical Design, and lead hands-on proof of concepts (POCs) and AI-driven automations to reduce manual efforts 
• Lead from the front piloting, prototyping and demoing the  innovative solutions and newer technologies such as AI and automation

Stakeholder Engagement and Cross-Functional Collaboration:

• Collaborate closely with Finance, Legal, IT, Data, Compliance, Security, and Engineering teams to translate business objectives into scalable, secure, and innovative technology solutions aligned with organizational goals

• Partner closely with Finance, Legal, Compliance, Security, and Engineering leaders to define technology roadmaps aligned with Okta business priorities.
• Translate complex SaaS financial and legal requirements (e.g., revenue recognition, contract risk management, GDPR) into technical solutions.
• Serve as a trusted advisor to leadership on Finance and Legal technology trends such as Subscription/usage-based billing, AI contract analytics, and compliance automation.
• Effectively influence executives and decision-makers on solution architecture, system strategy, and adoption of innovative technologies to drive operational excellence and transformation 

Implementation & Governance

• Support/Lead implementations/enhancement of ERP systems (Oracle, NetSuite, Coupa, Scout, Anaplan) and legal tools (Conga, DocuSign)
• Establish and champion governance frameworks for data privacy, SOX compliance, and access control across Finance and Legal systems.
• Support roll out of Data Governance across the organization by collaborating with the Data Governance, Businesses and the Data warehousing teams

What you’ll bring to the role

     Education:

• Bachelor’s or Master’s degree in Computer Science, Information Systems, Data Science, or related field.
• TOGAF or similar Enterprise Architecture certification is a plus

Experience:

• 15+ years of software engineering experience, including significant time as an Architect or Principal in ERP Systems(Oracle/Netsuite/SAP), FP&A Systems(Anaplan) and/or CLM systems(Aptus/Conga/Ironclad)
• Excellent storytelling and communication skills—comfortable presenting to both technical and executive stakeholders
• Have multiple ERP (Oracle or Netsuite) full cycle implementation experience
• Deep understanding of the Finance business process areas – Order to Cash, Record to Report, Source to Pay, Plan to Report(FP&A), Treasury, Credit Collection, Revenue Recognition, and Subscription Billing, Contract Life Cycle Mgmt within Legal Ops
• Demonstrated hands-on experience architecting functional and technical solutions within major business applications, with specific expertise in NetSuite(or Oracle), Aptus/Conga(or IronClad), Anaplan, Coupa, Scout, Tax engines such as Avalara, Vertex or OneSource –  including understanding their data models and APIs in context of solution development and integrations
• Architected and delivered AI Agents using leading LLMs Gemini, OpenAI or Claude 
• Experience with managing a Software and/or Vendor selection keeping in view the end state architecture of the enterprise
• Proficient understanding of  middlewares such as MuleSoft, Workato, Boomi, or Informatica for connecting Finance, Legal, CRM, and data platforms.
• Familiar with code, configuration, and system performance standards/reviews to ensure quality, scalability, and compliance with enterprise standards.
• Proficiency with AWS, Azure, or GCP, with knowledge of data lakes/warehouses (Snowflake, Redshift, BigQuery) for SaaS revenue and compliance analytics.
• Identity & Security: knowledge of SSO, OAuth, SAML, SCIM, and Zero Trust principles, with hands-on integration experience in Okta or similar IAM platforms.
• Occasional travel to one of our office locations is expected for project and team collaboration meetings and for organization offsites.
• Passion for innovation, AI adoption, and continuous improvement aligned with Okta’s mission to build secure, intelligent, and connected business systems.

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