Business Planning & Operations Partner

Coupa Software

. Partner with Support and Education leaders to run business reviews, including preparing data, agreeing actions, and writing quarterly Health Pack sections .

Posted 11/6/2026full-timeRemote • Texas • United StatesSeniorLead💰 $104,000 - $145,333 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business planning and operations analytics within a SaaS environment, leveraging advanced SQL and BI tools to drive actionable insights and strategic recommendations. Proven ability to collaborate across teams, mentor analysts, and effectively communicate findings to senior leadership.

Highest-signal resume keywords

Advanced SQLBusiness PlanningCapacity Planning ModelsBI Tool ExperienceData Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business PlanningOperations AnalyticsCustomer AnalyticsCapacity PlanningTrend AnalysisScoringSegmentationData AnalysisAI Tools

Soft Skills

Clear CommunicationPresentation SkillsCollaborationMentoringIndependent Work

Tools & Technologies

TableauLookerPower BIExcelGoogle Sheets

Industry Keywords

SaaSManagement ConsultingCorporate StrategyStrategic FP&ACustomer Success

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Partner with Support and Education leaders to run business reviews, including preparing data, agreeing actions, and writing quarterly Health Pack sections
Build Support capacity plans with Support leaders and collaborate with FP&A and HR on AOP, capacity, 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 for the cross-VS customer health view
Collaborate with Business Intelligence to define leader reporting needs, validate deliverables, and contribute 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
Mentor less experienced analysts

Requirements

What you’ll need

Bachelor's degree and 8+ years (or a Master's degree and 6+ years) in business planning, operations analytics, customer analytics, or BI in a SaaS or technology company
Background in management consulting, corporate strategy, or strategic FP&A moving into a business partner role is highly welcome
Support, education, or enablement data experience strongly preferred
Experience building capacity or workforce planning models
Advanced SQL
Strong Excel/Sheets skills
Experience with a BI tool such as Tableau, Looker, or Power BI
Skill with scoring, segmentation, and trend analysis
Track record of getting leaders to act on analysis
Ability to build agreement across teams with different priorities
Ability to 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

Benefits

Comp & perks

Two company-wide paid wellness days off each year
Paid day off on your birthday or another day within your birthday month
40 hours of paid Volunteer Time Off annually
Free, confidential, 24/7/365 Employee Assistance Program with counseling and financial, legal, work-life, and new-parent support
Zurich Travel Assist business travel medical, safety, pre-trip planning, and emergency support
Monetary referral bonuses for successful hires
Location-specific comprehensive medical/dental insurance
Location-specific retirement/pension plans
Location-specific life or accident protection