Coupa Automation Consultant

Job Description

We are seeking an experienced Coupa Automation Consultant to assess, optimize, and enhance the existing Coupa Procure-to-Pay (P2P) environment. The consultant will work closely with Procurement, Finance, Accounts Payable, and IT stakeholders to streamline purchasing processes, improve automation, implement AI-enabled capabilities, and strengthen integrations with finance and enterprise systems.

Current-State Assessment

• Review existing Coupa P2P configuration, including requisitions, punchout, approval chains, PO generation, invoicing, and integrations.
• Assess workflows, custom fields, business rules, roles, permissions, and supplier onboarding.
• Analyze P2P metrics, including cycle times, touchless invoice rates, PO compliance, approval bottlenecks, and exception volumes.
• Identify process gaps, manual workarounds, and underutilized Coupa features.

Process Improvement & Optimization

• Develop a prioritized roadmap for automation and optimization opportunities.
• Recommend configuration changes, workflow redesign, and standard Coupa functionality.
• Benchmark processes against procurement and P2P best practices.

Business Engagement

• Collaborate with Procurement, Finance, AP, and IT stakeholders.
• Conduct workshops, gather requirements, validate solutions, and resolve business trade-offs.
• Present recommendations and secure stakeholder sign-off.

Implementation & Change Delivery

• Configure and implement Coupa approval workflows, forms, automation rules, and dashboards.
• Prepare functional and technical design documents, test plans, and UAT scripts.
• Support testing, deployment, hypercare, release governance, and change management.
• Develop user guides, training materials, and handover documentation.

AI & Automation Implementation

• Evaluate and implement Coupa AI-driven capabilities, including intelligent invoice capture, spend and anomaly detection, supplier risk insights, guided buying, and recommendations.
• Define AI use cases, data readiness requirements, success metrics, and responsible AI guardrails.
• Track adoption and measurable business benefits.

Purchasing Journey & Integration Enhancement

• Improve the end-to-end purchasing experience from requisition through approval, contract management, and PO processing.
• Review and enhance integrations with Finance, Contract Management, and other enterprise systems.
• Eliminate siloed processes, integration errors, and operational bottlenecks.
• Define and monitor KPIs for adoption, compliance, and automation.

Required Qualifications

• 8+ years of experience in procurement or finance systems.
• 5+ years of hands-on experience with Coupa P2P implementation, configuration, or optimization.
• Proven experience delivering Coupa enhancement and optimization projects end to end.
• Strong understanding of Procure-to-Pay (P2P) processes and controls.
• Hands-on experience with Coupa workflows, approval chains, custom fields, forms, content groups, roles, and permissions.
• Experience implementing or evaluating AI/automation features in procurement or finance platforms.
• Strong stakeholder management and business communication skills.
• Excellent documentation, analytical, and problem-solving skills.

Preferred Qualifications

• Coupa certification (P2P, Admin, or Integration).
• Knowledge of RPA, low-code, or workflow automation tools.
• Familiarity with SOX, audit, and compliance controls in P2P.
• Experience with change management, user adoption, and training delivery.
• Agile or hybrid project delivery experience.

Core Competencies

• Consultative mindset with a focus on business outcomes.
• Process improvement and automation thinking.
• Clear communication and facilitation.
• Ownership and accountability.
• Attention to controls, compliance, and data quality.

Key Deliverables

• Current-state assessment report with findings and gaps.
• Prioritized improvement and automation roadmap.
• Business-approved solution design and implementation plan.
• Configured, tested, and deployed Coupa enhancements.
• AI feature implementation plan and go-live.
• Integration improvement recommendations and fixes.
• Documentation, training materials, and KPI/benefits report.

Success Measures

• Streamlined guided buying experience.
• Increased touchless invoice and PO compliance rates.
• Reduced requisition-to-PO and invoice-to-pay cycle times.
• Fewer manual interventions and exceptions.
• Improved user satisfaction and adoption.
• Measurable business benefits from AI implementation.

Note

VA local candidates preferred. Remote candidates are also acceptable. OPT candidates are not eligible.