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Coupa Software

Cloud-based spend management and procurement platform

Customer Success Field Operations Director

Sales OperationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$128k - $179.3k /yrRemote

About the Job

Requirements

  • Strong executive presence and communication skills, with the ability to lead through influence and credibility across an organization.
  • Solid leadership skills and the ability to act independently.
  • Ability to manage and influence stakeholders.
  • Strong understanding of the post-sales customer lifecycle, including renewals, retention, and expansion, and ability to translate that knowledge to Revenue, Customer Success, Finance, IT, and other revenue support teams.
  • Analytical skills, problem-solving ability, organizational skills, and attention to detail.
  • Business acumen, judgment, and project management skills.
  • Bachelor's degree in a business-related discipline.
  • 5–8 years of relevant experience in Revenue Operations, Customer Success Operations, Sales Strategy, or Business Operations.
  • 5+ years of experience in the software industry and cloud platform businesses.
  • Experience with Salesforce, Clari, Microsoft Excel, and other revenue analytics.

Responsibilities

  • Act as a trusted advisor and partner to Customer Success leadership, providing credibility and influence from strategy through execution.
  • Implement and execute the Coupa Revenue Operating Model across the Customer Success organization.
  • Provide leadership and counsel to Customer Success leaders to implement objectives and cadences, including renewal forecast reviews and at-risk account cadences, that reflect and drive business goals.
  • Own the operating rhythm for renewal forecasting, including available-to-renew management and accurate, consistent renewal rate, churn, and expansion reporting.
  • Drive book-of-business segmentation, coverage, and capacity planning processes with cross-functional teams to build plans aligned with corporate goals and strategy.
  • Develop and implement best practices, processes, and cadences to establish quality, accuracy, and process consistency across reporting, forecasting, retention management, and revenue process optimization while minimizing administrative overhead.
  • Oversee the creation, accuracy, and efficient distribution of retention, renewal, and customer health metrics, reports, and other revenue-related business intelligence.
  • Partner with Finance and Revenue Operations peers to ensure renewal, churn, and net retention reporting reconciles with company-level forecasting and planning.
  • Contribute to enhancing business operations processes covering applications, data, reporting, field engagement, and project/change management.
  • Build relationships across Customer Success leadership and cross-functional departments to influence decision-making, drive process optimization, and improve revenue effectiveness.

Desired Qualifications

  • Industry experience in B2B, HCM, and/or SaaS technology.
  • Experience with Gainsight or other Customer Success platforms and Tableau or other data visualization tools.
  • An MBA and/or CPA is an asset.

About the Company

Coupa Software

Cloud-based spend management and procurement platform

Coupa Software provides a cloud-based spend-management platform that covers procurement, invoicing, and expense management. It works as a subscription SaaS, running in the cloud and integrating key spend processes into one interface with standardized workflows and real-time visibility. This single platform reduces the need for multiple tools by offering unified procurement, invoicing, and expense management with supplier catalogs and approvals. Its goal is to help organizations improve financial efficiency and cost control by streamlining spend processes and increasing visibility for decision-making.

Company size
1,001-5,000
Company stage
IPO
Headquarters
San Mateo, CA
Founded
2006

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