What You’ll Do
Act as a functional resource across the broader Procure-to-Invoice (P2I) domain, supporting presales efforts and service scoping discussions to help secure professional services SOWs.
Conduct customer design health assessments within the install base to identify process inefficiencies and suggest optimization opportunities across procurement and invoicing processes.
Partner with Services Sales to scope functional services requests, translating delivery needs into clear, scalable proposals and product configurations.
Support the transition from Sales to Services, helping ensure continuity from the presales scoping phase into project delivery.
Collaborate cross-functionally with product management to share customer feedback, participate in design reviews, and advocate for useful product enhancements.
Assist in authoring and updating standardized services offerings aligned to current product capabilities.
Support the scoping and design of early services for emerging product capabilities, working alongside product teams and early adopters.
Maintain and contribute to proposal templates, knowledge repositories, and scoping tools to help scale presales activities across the team.
What You Will Bring to Coupa
Language: Professional fluency in English and Spanish. Proficiency in Portuguese is a strong plus.
Experience: 5–8 years of experience in Spend Management or Procure-to-Invoice (P2P/P2I) domain consulting, with exposure to both software implementation and presales or scoping activities.
Domain Knowledge: Solid functional understanding of the end-to-end Procure-to-Invoice lifecycle, with the ability to map business processes to software solutions.
Coupa Knowledge: Coupa implementation, configuration, or design experience is highly desirable.
Industry Background: Experience working with or for SaaS software providers on enterprise implementations or professional services delivery.
Scoping & Proposal Skills: Experience assisting Sales or Services Sales teams in drafting, shaping, and estimating professional services SOWs or proposals.
Communication: Strong interpersonal and communication skills—capable of working collaboratively with clients, product teams, sales, and delivery teams.
Deliverables: Experience creating or contributing to customer-facing artifacts such as proposals, SOWs, process maps, or presentation decks.
Work Style: Self-motivated, organized, and comfortable working in a dynamic environment that requires balancing multiple scoping requests.