The Sales Operations Analyst conducts customer success performance analysis, develops dashboards, manages Salesforce, and collaborates on process improvements.
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 Value Services Operations (VSO) team is dedicated to ensuring the Value Services team has the data, processes, and insights required to deliver world-class services and maximize the value our customers achieve with Coupa.
What You'll Do:
- Customer Success Performance Analysis: Analyze and report on key Customer Success metrics through CS Operational tools
- Reporting & Dashboarding: Develop, maintain, and enhance reports and dashboards in Salesforce and Google Sheets to provide clear, actionable insights for Value Services leadership and the wider Chief Customer Officer organization.
- Salesforce Management: Act as a subject matter expert for Value Services data in Salesforce Data quality management for SFDC and CS platform.
- QBR prep, customer health monitoring and Ad-hoc analysis. providing Strategic Insights: Go beyond simple reporting to identify trends, patterns, and areas for operational improvement. Proactively present findings and data-backed recommendations to stakeholders in a precise and compelling manner.
- System administration (user management, workflows)
- Process Improvement: Collaborate with cross-functional teams (including Customer Success, Support., Sales, Finance, and IT) to refine and streamline the end-to-end operational processes that support the PS team.
What You Will Bring to Coupa:
- A bachelor's degree in Business, Finance, Economics, or a related quantitative field.
- 4-5+ years of experience in reporting and analysis, Business operations (preferably Customer Success), financial analysis, or a similar role.
- Expert proficiency in Google Sheets and Microsoft Excel, including advanced functions (e.g., complex pivot tables, array formulas, data modeling, INDEX/MATCH, VLOOKUP).
- Strong, hands-on experience with Salesforce (SFDC), specifically in creating complex reports, dashboards and gathering requirements.
- Proven experience in analysis, including data management, forecasting, and performance metrics.
- Excellent problem-solving skills with meticulous attention to detail and data accuracy.
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.
Top Skills
Google Sheets
Excel
Salesforce
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