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.
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The Impact of a Principal Strategist – Invoice to Pay at Coupa:
The Principal Strategist – Invoice to Pay, Treasury & Working Capital is a senior, customer-facing finance expert who serves as a trusted advisor to executive finance leaders and a strategic force multiplier for Coupa’s go-to-market organization.
This role sits at the intersection of domain authority, executive engagement, and commercial execution. Strategist partners closely with Account Executives, Industry & Value Advisors, and Solution Advisors to shape finance-led value narratives, influence C-suite decision making, and accelerate pipeline generation and deal progression.
Unlike traditional delivery or advisory roles, this position is focused on executive credibility, deal shaping, and knowledge amplification, deep expertise in Invoice to Pay, Treasury, and Working Capital to Coupa’s most strategic opportunities while scaling that expertise across the broader sales and advisory ecosystem.
This role is pivotal in shifting Coupa’s finance-led conversations from product discussions to executive decisions. You will directly influence pipeline creation, deal quality, and executive confidence—while scaling finance expertise across the organization. Success in this role is measured not by activity, but by impact on pipeline, deal velocity, win rates, and strategic credibility with finance leaders.
What You'll Do:
Executive Advisory & Deal ShapingAct as a peer-level advisor to CFOs, Controllers, Treasurers, Heads of Shared Services, and Finance Transformation leaders.Participate in executive discovery conversations to uncover financial, operational, and risk-related priorities tied to AP, payments, liquidity, and cash management.Shape and influence complex, finance-led buying decisions by connecting Coupa’s capabilities to measurable financial outcomes.Pipeline Generation & AccelerationPartner with Account Executives to identify high-propensity accounts and finance-led entry points that unlock new pipeline.Support territory and account planning by defining where Invoice to Pay, Treasury, and Working Capital narratives can drive differentiation and urgency.Actively engage in priority deals to accelerate velocity, improve win rates, and increase deal size through value-based positioning.Value Narrative & Business Case LeadershipTranslate operational improvements into CFO-level KPIs, including cash flow, working capital efficiency, risk reduction, and cost-to-serve.Support the creation and validation of executive-ready business cases addressing:Invoice automation and cost-to-process reductionPayment accuracy, controls, and fraud mitigationWorking capital optimization and liquidity improvementGovernance, audit readiness, and complianceChallenge assumptions and guide customers toward fact-based, defensible investment decisions.Knowledge Expansion & EnablementElevate finance domain fluency across Industry & Value Advisors, Solution Advisors, and Sales through:Best-practice frameworks and reference architecturesBenchmarks, value assumptions, and financial modelsDeal playbooks and executive messagingServe as a thought partner to internal teams, helping mature Coupa’s finance-led value motion globally.Coupa Solutions Focus AreasThis role primarily supports strategic value positioning and executive engagement across:Coupa Invoice – Invoice intake automation, matching, exception management, controls, and scalabilityCoupa Pay – Centralized payments, virtual cards, payment controls, early pay programs, and supplier financingCoupa Treasury – Cash visibility, forecasting, liquidity management, intercompany netting, and financial governanceCoupa Working Capital – Dynamic discounting, payment-term optimization, and cash accelerationCoupa Procure (Finance Outcomes) – PO compliance, upstream data quality, and controls that enable AP and treasury excellence
What You Will Bring to Coupa:
Extensive Finance Transformation Experience: 12–15+ years in finance transformation, treasury, shared services, management consulting, or senior practitioner roles within complex enterprise environments.Deep Functional Expertise: Hands-on or advisory experience across Invoice-to-Pay, payments, treasury operations, working capital management, and global/multi-entity or shared services models.Executive Engagement & Influence: Proven ability to engage and influence CFOs, Controllers, and Treasury leaders, with the executive presence to challenge perspectives and guide strategic discussions.Commercial & SaaS Acumen: Experience supporting or shaping SaaS, value selling, pre-sales, or commercial advisory initiatives, with the ability to connect finance transformation to enterprise performance and shareholder value.Financial & Operational Mastery: Expert understanding of AP, payments, treasury, and working capital mechanics, including strong command of KPIs such as cost per invoice, touchless rate, exception rate, cycle time, DPO, and cash forecasting accuracy.Analytical & Strategic Storytelling: Strong analytical skills to build and defend value models under executive scrutiny, exceptional storytelling grounded in transformation experience, and the ability to operate effectively amid ambiguity and imperfect data.
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