Business Operations Analyst Order Management

Posted Yesterday
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Hiring Remotely in Mexico City, Cuauhtémoc, Mexico City, MEX
In-Office or Remote
Mid level
Artificial Intelligence • Fintech • Information Technology • Logistics • Payments • Business Intelligence • Generative AI
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The Role
Manages order form execution, Salesforce opportunity auditing, contract documentation, CPQ data, customer provisioning, and entitlement records for Americas deals. Ensures revenue documentation accuracy, supports revenue recognition and financial planning, investigates account information, and partners with deal desk, Revenue, FP&A, and business application teams. Contributes to process improvements, reporting, acquisitions, integrations, and ad hoc operational analysis while maintaining accurate subscription records.
Summary Generated by Built In
Coupa makes margins multiply through its community-generated AI and industry-leading total spend management platform for businesses large and small. Coupa AI is informed by trillions of dollars of direct and indirect spend data across a global network of 10M+ buyers and suppliers. We empower you with the ability to predict, prescribe, and automate smarter, more profitable business decisions to improve operating margins.
 
Why join Coupa?
 
🔹 Pioneering Technology: At Coupa, we're at the forefront of innovation, leveraging the latest technology to empower our customers with greater efficiency and visibility in their spend.
🔹 Collaborative Culture: We value collaboration and teamwork, and our culture is driven by transparency, openness, and a shared commitment to excellence.
🔹 Global Impact: Join a company where your work has a global, measurable impact on our clients, the business, and each other. 
 
Learn more on Life at Coupa blog and hear from our employees about their experiences working at Coupa. 

The Impact of an Order Management Analyst at Coupa:

As a Business Operations Analyst, you will work with a global team to review, update, analyze, and correct all closed/won Salesforce opportunities on a daily basis. The Order Management team assumes ownership of each opportunity following order form negotiation, processing the final document for execution and ensuring all relevant fields are updated on the Salesforce record within 24 hours, in accordance with a defined runbook.

This role also supports the provisioning process, ensuring the timely and accurate delivery of subscription products to customers in line with documented procedures. This includes conducting precise entitlement analysis and coordinating with the Revenue and FP&A teams to support accurate revenue recognition and financial planning.

The ideal candidate is detail-oriented and passionate about maintaining accurate, well-aligned operational processes. They will be equipped to support the CVM and Sales teams with contract and entitlement inquiries, while ensuring the ongoing integrity and accuracy of our global customer entitlement records.

What You'll Do:

  • Drive order form execution process for Americas based deals, working with and directly supporting the deal desk organization
  • Support order management team with Salesforce operations including but not limited to opportunity auditing, contract documentation, and CPQ data management
  • Ensure proper revenue documentation is obtained and attached for all closed / won Salesforce opportunities in a timely manner
  • Support customer provisioning process to ensure correct products are delivered to the customer in a timely manner
  • Support and analyze acquisition / integrations for provisioning, CPQ / entitlement tracking, and overall order management process
  • Partner with internal stakeholders and business application team on future improvements for  back-office operations and reporting processes
  • Support “ad-hoc” operations related projects and analysis as deemed necessary by supporting manager / operations team
  • Maintain contract and subscriptions records for all active customer accounts ensuring accuracy and completeness

What You Will Bring to Coupa:

  • 4+ years experience in business operations or financial analysis
  • Ability to think outside the box, with a keen focus on operational efficiency.
  • Experience with standard software tools (Office, Google Suite, Salesforce, etc). Emphasis on Microsoft Excel
  • Highly productive and proactive with minimal oversight.
  • Exceptional analytical and quantitative skills.
  • Ability to communicate effectively between all levels within the organization. 
  • Hands-on: willingness to roll up your sleeves on all projects regardless of scope.
  • Great communication skills, ability to work with employees based in the US
  • Salesforce - Proficient user
  • Microsoft Excel – Expert user
  • Google Mail – Proficient user
  • Google Drive - Proficient user
  • Methodical – orderly or systematic in thought and behavior
  • Investigative – ability to quickly and accurately research unknown accounts, using context clues and information available online to identify accurate account details
  • Analytical – ability to analyze significant amounts of information with attention to detail and a high level of accuracy
  • Perpetual – capability to work on a repetitive task for a long period of time without compromising quality of work

At Coupa, we are 100% committed to creating and nurturing an environment that supports your physical, mental, and community well-being . We offer a comprehensive suite of benefits designed to help you and your family thrive:
 
Global Well-Being Perks (For All Employees Globally)
  • Global Wellness Days: Enjoy two designated, company-wide paid wellness days off each year (typically the first Friday in March and the last Friday in September) so the entire global team can unplug, step away, and recharge together .
  • Birthday Time-Off: Celebrate your day! Coupa provides a paid day off on your birthday or another day of your choice within your birthday month .
  • Volunteer Time Off (VTO): Giving back is in our DNA. We offer 40 hours of paid VTO annually to support the community initiatives and volunteer programs you are passionate about .
  • Employee Assistance Program (EAP): Access free, confidential, 24/7/365 counseling and resources for emotional support, work-life solutions, financial advice, legal guidance, and support for new parents .
  • Business Travel Protection: Travel with peace of mind. Zurich Travel Assist provides medical, safety, pre-trip planning, and emergency support during any business travel .
  • Referral Bonus Program: Share the Coupa experience! Receive generous monetary referral bonuses when you successfully refer talented friends or acquaintances who are hired into open roles .
Please note: In addition to these global well-being perks, Coupa offers highly competitive, location-specific benefits packages (which include comprehensive medical/dental insurance, retirement/pension plans, and life or accident protection) tailored to your primary work location. Your recruiter will walk you through the specific regional benefits package for this role during the interview process.
 
Coupa complies with relevant laws and regulations regarding equal opportunity and offers a welcoming and inclusive work environment. Decisions related to hiring, compensation, training, or evaluating performance are made fairly, and we provide equal employment opportunities to all qualified candidates and employees. 
 
Please be advised that inquiries or resumes from recruiters will not be accepted.
 
By submitting your application, you acknowledge that you have read Coupa’s Privacy Policy and understand that Coupa receives/collects your application, including your personal data, for the purposes of managing Coupa's ongoing recruitment and placement activities, including for employment purposes in the event of a successful application and for notification of future job opportunities if you did not succeed the first time. You will find more details about how your application is processed, the purposes of processing, and how long we retain your application in our Privacy Policy.

Skills Required

  • 4+ years of experience in business operations or financial analysis
  • Proficiency using Salesforce
  • Expert-level Microsoft Excel skills
  • Proficiency using Google Mail
  • Proficiency using Google Drive
  • Experience with standard software tools, including Office and Google Suite
  • Exceptional analytical and quantitative skills
  • Effective communication skills across organizational levels
  • Ability to work proactively with minimal oversight
  • Strong attention to detail and accuracy in repetitive tasks
  • Ability to research and investigate account information

What the Team is Saying

Aditya Maheshwari
Alex Moon
Jose Miguel Jimenez
Jessica Fonseca
Daniela Aristizábal

Coupa Compensation & Benefits Highlights

  • Healthcare Strength Healthcare is described as comprehensive from day one for employees and dependents, including medical, dental, vision, mental‑health resources, and a no‑cost EAP. Additional options like FSAs and wellness initiatives are also cited.
  • Leave & Time Off Breadth Time off is positioned around Flexible Time Off, floating holidays, and 40 hours of paid Volunteer Time Off, supported by a virtual‑first work model. These programs are highlighted as core elements of work‑life balance.
  • Parental & Family Support Paid parental leave and a digital program for paths to parenthood (including adoption and surrogacy) are explicitly called out. Resources also extend to family medical leave and, in some locations, an onsite Mother’s Room.

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The Company
HQ: Foster City, California
3,000 Employees
Year Founded: 2006

What We Do

Coupa is a global technology company that helps businesses run smarter by connecting all the ways they spend money — from procurement and expenses to payments and supply chain decisions — in one intelligent platform. In simple terms, Coupa gives organizations the visibility and control they need to make better financial choices, reduce waste, and drive real impact. It’s where technology meets purpose: helping companies manage their resources more responsibly while creating a positive ripple across their people, partners, and the planet.

Why Work With Us

At Coupa, we prioritize an inclusive and empathetic workplace where every voice is valued. Our teams are proactive and accountable, ensuring we collaborate effectively to achieve our goals. The foundation of our culture rests on our people; we believe in fostering an environment that encourages innovation and curiosity.

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Coupa Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Our virtual-first approach is intentional. It gives you the freedom to do your best work in a space that supports focus, balance, and creativity, while staying connected to a global team of changemakers who are redefining the future of business spend

Typical time on-site: Flexible
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