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Business Operations Analyst Order Management

Role overview

Qualifications

  • 4+ years experience in business operations or financial analysis
  • Experience with standard software tools (Office, Google Suite, Salesforce, etc). Emphasis on Microsoft Excel
  • Exceptional analytical and quantitative skills
  • Great communication skills, ability to work with employees based in the US

Responsibilities

  • Drive order form execution process for Americas based deals, supporting the deal desk organization
  • Support order management team with Salesforce operations including opportunity auditing, contract documentation, and CPQ data management
  • Ensure proper revenue documentation is obtained and attached for all closed / won Salesforce opportunities in a timely manner
  • Support customer provisioning process to ensure correct products are delivered to the customer in a timely manner

Key facts

Other skills

  • Microsoft Excel
  • Analytical Thinking
  • Investigation
  • Proactivity
  • Communication
  • Collaboration
  • Teamwork

About the company

Coupa logo

Coupa

Computer Software / SaaS

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. Coupa is the margin multiplier company.

Company details

Company typeLarge
IndustryComputer Software / SaaS
Company size1001 - 5000

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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. 

The Impact of an Order Management Analyst at Coupa:

As a Business Operations Analyst, you will work with a global team to review, update, analyze, and correct all closed/won Salesforce opportunities on a daily basis. The Order Management team assumes ownership of each opportunity following order form negotiation, processing the final document for execution and ensuring all relevant fields are updated on the Salesforce record within 24 hours, in accordance with a defined runbook.

This role also supports the provisioning process, ensuring the timely and accurate delivery of subscription products to customers in line with documented procedures. This includes conducting precise entitlement analysis and coordinating with the Revenue and FP&A teams to support accurate revenue recognition and financial planning.

The ideal candidate is detail-oriented and passionate about maintaining accurate, well-aligned operational processes. They will be equipped to support the CVM and Sales teams with contract and entitlement inquiries, while ensuring the ongoing integrity and accuracy of our global customer entitlement records.


What You'll Do:
  • Drive order form execution process for Americas based deals, working with and directly supporting the deal desk organization
  • Support order management team with Salesforce operations including but not limited to opportunity auditing, contract documentation, and CPQ data management
  • Ensure proper revenue documentation is obtained and attached for all closed / won Salesforce opportunities in a timely manner
  • Support customer provisioning process to ensure correct products are delivered to the customer in a timely manner
  • Support and analyze acquisition / integrations for provisioning, CPQ / entitlement tracking, and overall order management process
  • Partner with internal stakeholders and business application team on future improvements for  back-office operations and reporting processes
  • Support “ad-hoc” operations related projects and analysis as deemed necessary by supporting manager / operations team
  • Maintain contract and subscriptions records for all active customer accounts ensuring accuracy and completeness

  • What You Will Bring to Coupa:
  • 4+ years experience in business operations or financial analysis
  • Ability to think outside the box, with a keen focus on operational efficiency.
  • Experience with standard software tools (Office, Google Suite, Salesforce, etc). Emphasis on Microsoft Excel
  • Highly productive and proactive with minimal oversight.
  • Exceptional analytical and quantitative skills.
  • Ability to communicate effectively between all levels within the organization. 
  • Hands-on: willingness to roll up your sleeves on all projects regardless of scope.
  • Great communication skills, ability to work with employees based in the US
  • Salesforce - Proficient user
  • Microsoft Excel – Expert user
  • Google Mail – Proficient user
  • Google Drive - Proficient user
  • Methodical – orderly or systematic in thought and behavior
  • Investigative – ability to quickly and accurately research unknown accounts, using context clues and information available online to identify accurate account details
  • Analytical – ability to analyze significant amounts of information with attention to detail and a high level of accuracy
  • Perpetual – capability to work on a repetitive task for a long period of time without compromising quality of work
  • 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.

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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