Sr. Associate Operations Specialist- Order Management

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 Associate Operation Specialist - Order Management to Coupa:

As a Sr. Associate Operations Specialist, you will be working with a global team to update, review, analyze and correct all closed / won Salesforce opportunities on a daily basis. The order management team will take ownership of all opportunities post order form negotiation to process the final document for execution and ensure all relevant fields are updated on the Salesforce record within 24 hours and in accordance with a defined runbook.

The position will also be supporting the overall provisioning process, ensuing the delivery of subscription products to the customer in accordance with our documented process. This includes ensuring accurate entitlements analysis and coordination with the revenue and FP&A teams to ensure accurate revenue recognition and financial planning.

The ideal candidate is someone who has a passion for ensuring an accurate and aligned process, will be able to support the CVM and Sale teams with contract and entitlement questions, and effectively maintain the accuracy of our global customer entitlement records.

• Drive the order form execution process for EMEA/APAC 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
• Support the customer instance decommissioning process to ensure timely and accurate removal of services in accordance with internal policies and customer requirements.

• 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

• Ability to work cross functionally to achieve a desired result or project goal
• Experience managing multiple projects simultaneously without compromising the quality of the deliverable
• Background supporting finance projects and the ability to be detail oriented on a repetitive basis
• Understanding of process maps and ability create process documentation to ensure cross functional training

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.

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