What You'll Do:
- Sales and Customer Success Performance Analysis: Analyze and report on key Professional Services and Customer Success metrics including bookings, billings, backlog, pipeline health, utilization, and margins.
- Reporting & Dashboarding: Develop, maintain, and enhance reports and dashboards in Salesforce and Google Sheets to provide clear, actionable insights for Value Services leadership and the wider Chief Customer Officer organization.
- Forecasting & Planning: Support the services forecasting process, working closely with regional VS leaders to ensure accuracy and predictability. Assist in the annual and quarterly planning cycles, including capacity planning and quota setting.
- Salesforce Management: Act as a subject matter expert for Value Services data in Salesforce. Ensure data integrity for all service-related opportunities, manage pipeline stages, and support the team with SFDC best practices.
- Strategic Insights: Go beyond simple reporting to identify trends, patterns, and areas for operational improvement. Proactively present findings and data-backed recommendations to stakeholders in a precise and compelling manner.
- Process Improvement: Collaborate with cross-functional teams (including Sales Ops, Finance, and IT) to refine and streamline the end-to-end operational processes that support the PS team.
What You Will Bring to Coupa:
- A bachelor's degree in Business, Finance, Economics, or a related quantitative field.
- 4+ years of experience in sales analysis, revenue operations, financial analysis, or a similar role.
- Expert proficiency in Google Sheets and Microsoft Excel, including advanced functions (e.g., complex pivot tables, array formulas, data modeling, INDEX/MATCH, VLOOKUP).
- Strong, hands-on experience with salesforce (SFDC), specifically in creating complex reports, dashboards, and managing opportunity/pipeline data.
- Proven experience in sales analysis, including pipeline management, forecasting, and performance metrics.
- Excellent analytical and problem-solving skills with meticulous attention to detail and data accuracy.
Top Skills
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
Remote Workspace
Employees work remotely.
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













