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
