• Assist in transitioning clients to cloud-based platforms • Handle day-to-day accounting transactions for complex clients • Complete monthly bank reconciliations • Prepare monthly journal entries and closing of general ledger • Maintain fixed asset schedules and the chart of accounts • Provide timely, accurate and complete financial reports • Maintain an orderly accounting system • Offer financial advice and solutions • Prepare client sales tax returns and other declarations • Comply with reporting requirements

• Partner with account teams (AEs, Solution Advisory, Coupa Spend Lab) throughout the sales lifecycle to shape deal strategy, align on value hypotheses, and create compelling commercial narratives. • Lead high-quality discovery with senior and executive stakeholders to understand strategic objectives, current processes, pain points, and organizational constraints across the sourcing, procurement, supply chain, finance, and treasury functions. • Develop business cases and ROI models that synthesize complex datasets, benchmark performance, and quantify achievable outcomes across improved savings rates, increased spend capture, process improvements, and working capital optimization. • Create and deliver executive-level presentations that clearly communicate findings, recommendations, and target metrics with a strong storytelling arc. • Guide account teams as a deal captain, ensuring value is consistently positioned, integrated into the sales strategy, and reinforced throughout the cycle. • Contribute to territory and account planning, identifying where value-led conversations can unlock pipeline and accelerate customer engagement. • Mentor and elevate Value Advisory peers, sharing frameworks, best practices, and content development, and insights.

• Drive measurable growth by creating, adapting, and optimizing direct response copy across high-impact campaigns and placements, ensuring alignment with internal and partner goals, platform best practices, and compliance standards. • Adapt and iterate on proven copy frameworks: Translate winning structures (listicles, ads, FALPs, landing pages) to new partners, offers, placements, and channels. • Assist with general creative output: This includes development of short-form ad copy like headlines and longer-form assets like listicle creatives, video scripts, and landing pages. • Execute mechanical punch-ups and structured variations: Tighten headlines, body copy, and hooks; produce new iterations based on existing winners to expand testing capacity. • Build and update offer-specific copy: Develop copy for well-defined offers, incorporating feedback and direction from the team. • Support compliance-driven revisions and partner updates: Implement required copy changes due to compliance, product updates, or partner requests across ads and pages. • Develop new paid acquisition headlines and variations: Write and iterate Meta and Google ad headlines by adapting proven angles and collaborating with UA teams. • Contribute new test ideas and competitive insights: Propose and test new creative derived from market research competitor insights, performance trends, or team collaboration; log and share findings to inform testing strategy.

• Drive measurable growth by creating, adapting, and optimizing direct response copy across high-impact campaigns and placements, ensuring alignment with internal and partner goals, platform best practices, and compliance standards. • Adapt and iterate on proven copy frameworks; Translate winning structures (listicles, ads, FALPs, landing pages) to new partners, offers, placements, and channels. • Assist with general creative output; development of short-form ad copy like headlines and longer-form assets like listicle creatives, video scripts, and landing pages. • Execute mechanical punch-ups and structured variations; Tighten headlines, body copy, and hooks; produce new iterations based on existing winners to expand testing capacity. • Build and update offer-specific copy; Develop copy for well-defined offers, incorporating feedback and direction from the team. • Support compliance-driven revisions and partner updates; implement required copy changes due to compliance, product updates, or partner requests across ads and pages. • Develop new paid acquisition headlines and variations; Write and iterate Meta and Google ad headlines by adapting proven angles and collaborating with UA teams. • Contribute new test ideas and competitive insights; Propose and test new creative derived from market research competitor insights, performance trends, or team collaboration; log and share findings to inform testing strategy.