Strategic Planning & Operations Partner

Coupa Software Inc.; 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 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.