Business Planning & Operations Partner
C
CoupaSaaS technology
Workplace type: Remote; Listing location: Texas, United StatesFull-TimeMiddle
Salary104,000 - 145,333 USD per year
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Job Details
- Experience
- 8+ years with a bachelor's degree, or 6+ years with a master's degree
- Required Skills
- SQLBusiness IntelligenceTableauMicrosoft ExcelGoogle Sheets
Requirements
- Bachelor's degree and 8+ years of experience, or a master's degree and 6+ years of experience.
- Experience in business planning, operations analytics, customer analytics, or business intelligence at a SaaS or technology company.
- Experience building capacity or workforce planning models.
- Advanced SQL skills.
- Strong Excel or Sheets skills.
- Experience with a BI tool such as Tableau, Looker, or Power BI.
- Skill in scoring, segmentation, and trend analysis.
- Track record of getting leaders to act on analysis.
- Ability to build agreement across teams with different priorities and work independently with minimal direction.
- Clear communication and presentation skills with directors and senior leaders.
- Experience using AI tools such as Claude to automate analysis and reporting, with human review.
- Experience with support, education, or enablement data is strongly preferred.
Responsibilities
- Prepare data, agree on actions, and write Support and Education sections of quarterly Health Pack business reviews.
- Build Support capacity plans with Support leaders.
- Work with FP&A and HR on Support and Education inputs to the AOP, capacity planning, and headcount planning.
- Analyze Support and Education performance and learning adoption, and turn results into actionable recommendations.
- Define and test customer-risk signals with Support, Education, and Customer Success teams, and feed them into the cross-VS customer health view.
- Partner with Business Intelligence to define leader reporting needs, validate deliverables, and contribute Support and Education definitions to the KPI dictionary.
- Align Support and Education metrics and plans with Professional Services and Customer Success operations.
- Develop business cases for technology and AI requests with named outcomes and measures, and track results.
- Present findings alongside leaders to the CCO team and mentor less experienced analysts.
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