The Role
Support presales and scoping for Procure-to-Invoice services: perform design health assessments, scope functional services and SOWs, transition sales to delivery, collaborate with product teams, author standardized service offerings and scoping tools, and contribute to proposal and knowledge assets.
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.
What You’ll Do
- Act as a functional resource across the broader Procure-to-Invoice (P2I) domain, supporting presales efforts and service scoping discussions to help secure professional services SOWs.
- Conduct customer design health assessments within the install base to identify process inefficiencies and suggest optimization opportunities across procurement and invoicing processes.
- Partner with Services Sales to scope functional services requests, translating delivery needs into clear, scalable proposals and product configurations.
- Support the transition from Sales to Services, helping ensure continuity from the presales scoping phase into project delivery.
- Collaborate cross-functionally with product management to share customer feedback, participate in design reviews, and advocate for useful product enhancements.
- Assist in authoring and updating standardized services offerings aligned to current product capabilities.
- Support the scoping and design of early services for emerging product capabilities, working alongside product teams and early adopters.
- Maintain and contribute to proposal templates, knowledge repositories, and scoping tools to help scale presales activities across the team.
What You Will Bring to Coupa
- Language: Professional fluency in English and Spanish. Proficiency in Portuguese is a strong plus.
- Experience: 5–8 years of experience in Spend Management or Procure-to-Invoice (P2P/P2I) domain consulting, with exposure to both software implementation and presales or scoping activities.
- Domain Knowledge: Solid functional understanding of the end-to-end Procure-to-Invoice lifecycle, with the ability to map business processes to software solutions.
- Coupa Knowledge: Coupa implementation, configuration, or design experience is highly desirable.
- Industry Background: Experience working with or for SaaS software providers on enterprise implementations or professional services delivery.
- Scoping & Proposal Skills: Experience assisting Sales or Services Sales teams in drafting, shaping, and estimating professional services SOWs or proposals.
- Communication: Strong interpersonal and communication skills—capable of working collaboratively with clients, product teams, sales, and delivery teams.
- Deliverables: Experience creating or contributing to customer-facing artifacts such as proposals, SOWs, process maps, or presentation decks.
- Work Style: Self-motivated, organized, and comfortable working in a dynamic environment that requires balancing multiple scoping requests.
#LI- Remote
#LI-TC1
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
- Professional fluency in English and Spanish
- 5-8 years of experience in Spend Management or Procure-to-Invoice (P2P/P2I) domain consulting
- Solid functional understanding of the end-to-end Procure-to-Invoice lifecycle
- Experience assisting Sales or Services Sales teams in drafting and estimating professional services SOWs or proposals
- Experience creating customer-facing artifacts (proposals, SOWs, process maps, presentation decks)
- Experience working with or for SaaS software providers on enterprise implementations or professional services delivery
- Coupa implementation, configuration, or design experience
- Proficiency in Portuguese
- Strong interpersonal and communication skills; ability to collaborate with clients, product, sales, and delivery
- Self-motivated, organized, able to balance multiple scoping requests in a dynamic environment
What the Team is Saying
Aditya Maheshwari
Sr. Software Engineer, Cloud
Alex Moon
Operations Analyst, Order Management
Jose Miguel Jimenez
Procurement
Jessica Fonseca
Technical Support Specialist
Daniela Aristizábal
Associate Planning & Operations Analyst
Coupa Compensation & Benefits Highlights
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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.
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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.
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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
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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