Business Planning & Operations Partner - 11955

Coupa; Texas; On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Global Wellness Days

Birthday Time-Off

Volunteer Time Off

Employee Assistance Program

Travel Protection

Referral Bonuses

Job summary

Coupa Software Inc. is seeking a senior analytics partner to drive business planning and performance insights across Support, Education, and Customer Success.

You will shape capacity plans, define signals of customer risk, and work with BI to deliver KPI-driven insights for leaders. Ideal candidates have extensive SQL, BI tool experience, and a collaborative, communication-focused approach to influence cross-functional teams.

Qualifications

• Bachelor's degree in business planning, operations analytics, customer analytics, or BI in a SaaS or technology company.
• 8+ years of experience (or a Master's degree with 6+ years) in business planning, analytics, or FP&A.
• 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; ability to drive action.

Responsibilities

• Run quarterly Health Pack reviews with data prep, actions, and leadership alignment.
• Build capacity plans with Support, FP&A, and HR for AOP and staffing.
• Analyze performance and learning adoption; translate results into actionable recommendations.
• Define signals of customer risk with cross-functional teams and feed the health view.
• Collaborate with BI to specify views, validate outputs, and enrich KPI dictionary.
• Align metrics with Professional Services and Customer Success for cross-VS consistency.
• Write business cases for tech/AI requests with outcomes and measures; track results.
• Present findings to executives and mentor less experienced analysts.

Skills

Advanced SQL

Excel/Sheets

BI tools (Tableau/Looker/Power BI)

Data analysis & trend segmentation

Education

Bachelor's degree in business planning / analytics / BI

Master's degree in business / analytics (optional)

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.

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 the signals that point to customer risk, and feed them into the cross-VS customer health view
• 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 for technology and AI requests, each with a named outcome and measure, and track the results
• Present findings alongside leaders to the CCO team, and mentor less experienced analysts

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

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 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.