Business Planning & Operations Partner - 11955

Coupa Software, Inc.; Texas; On-site; USD 104,000 - 145,000; Full time

Benefits offered by this job

Global Wellness Days

BirthdayTime-Off

Volunteer Time Off

Employee Assistance Program

Business Travel Protection

Referral Bonus Program

Job summary

Coupa Software, Inc. in Texas seeks a seasoned analytics business partner to drive workforce planning and performance insights across Support, Education, and Customer Success teams.

You will partner with leaders to build capacity plans, define KPIs, and translate data into actionable recommendations. With 8+ years in SaaS analytics or FP&A, you will own advanced SQL, Excel, and BI tooling to influence senior leaders and help scale a fast-growing global platform.

Qualifications

• Bachelor's degree with 8+ years in business planning, analytics, or FP&A in SaaS or tech.
• Experience with capacity/workforce planning models.
• Advanced SQL, strong Excel/Sheets, and a BI tool (Tableau/Looker/Power BI).
• Skill with scoring, segmentation, and trend analysis; drive action from analysis.
• Collaborative, able to align teams and communicate with senior leaders.

Responsibilities

• Partner with Support and Education leaders to run business reviews and prepare the Health Pack.
• Build capacity plans with Support leaders; align inputs to AOP and headcount planning.
• Analyze performance and learning adoption; translate results into recommendations.
• Define signals for customer risk and integrate into cross-VS health view.
• Work with BI to validate dashboards and contribute KPI definitions.
• Align metrics with Professional Services and Customer Success operations.
• Collaborate with Tech PM to write business cases for AI requests and track outcomes.
• Present findings to the CCO team and mentor junior analysts.

Skills

Advanced SQL

Excel/Sheets

Tableau/Looker/Power BI

Analytical thinking

Executive communication

Education

Bachelor's degree in a relevant field

Master's degree (preferred)

Tools

Tableau

Looker

Power BI

Job description

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

• Partner with Support and Education leaders to run their business reviews: prepare thedata, agree the actions, and write their section of the quarterly Health Pack
• Build Support capacity plans with Support leaders, and work with FP&A and HR on Support and Education inputs to the AOP and to capacity and headcount planning
• Analyze Support and Education performance and learning adoption with their teams,and turn the results into recommendations leaders can act on
• Work with Support, Education, and Customer Success teams to define and test thesignals that point to customer risk, and feed them into the cross-VS customer healthview
• Work with Business Intelligence: say what leaders need to see, validate what gets built,and contribute Support and Education definitions to the KPI dictionary
• Align Support and Education metrics and plans with Professional Services and Customer Success operations so cross-VS views match
• Work with leaders and the Tech Product Manager to write business cases fortechnology and AI requests, each with a named outcome and measure, and track theresults
• Present findings alongside leaders to the CCO team, and mentor less experiencedanalysts

What You Will Bring to Coupa

• Bachelor's degree and 8+ years (or a Master's degree and 6+ years) in business planning, operations analytics, customer analytics, or BI in a SaaS or technology company; background in management consulting, corporate strategy, or strategic FP&A looking to move into a business partner role is highly welcome; support, education, or enablement data experience strongly preferred
• Experience building capacity or workforce planning models
• Advanced SQL, strong Excel/Sheets, and a BI tool (Tableau, Looker, or Power BI)
• Skill with scoring, segmentation, and trend analysis, and a track record of getting leaders to act on your analysis
• A collaborative style: you build agreement across teams with different priorities, and you work independently with minimal direction
• Clear communication and presentation skills with directors and senior leaders; uses AI tools such as Claude to automate analysis and reporting, with human review

$104,000 - $145,333 a year

The successful candidate's starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location.

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 daysoffeach 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.
• BirthdayTime-Off:Celebrate your day!Coupa provides a paid dayoffon yourbirthdayor another day of your choice within yourbirthdaymonth.
• VolunteerTimeOff(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.