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At TestRail, we help teams deliver high-quality software faster with the industry’s leading test management platform. We are seeking an Operations Analyst to own the systems, processes, and data that drive our go-to-market execution. This role sits at the intersection of finance and sales, ensuring clean financial handoffs, accurate reporting, and efficient operations.
Responsibilities
Responsibilities
- Reconcile and validate financial data across billing, subscription, Stripe, HubSpot, and related finance systems
- Resolve discrepancies, investigate data integrity issues, and ensure accurate handoff of data to Finance
- Support Finance with monthly, quarterly, and annual close processes
- Manage weekly, monthly, quarterly, and annual reporting of KPIs for Sales and Marketing
- Analyze sales performance metrics, distribute quotas, and prepare commission reports
- Research and analyze data to develop accurate sales forecasts and revenue projections
- Collect, analyze, and interpret sales data to provide actionable insights and identify trends
- Document and communicate sales processes and ensure consistent adoption across the team
- Lead administrative and operational support for sales, including scheduling, invoicing, billing, and customer service alignment
- Act as a liaison between Sales and other departments to ensure cross-functional coordination
- 2–5 years of experience in sales operations or revenue operations, ideally within SaaS
- Strong financial acumen and ability to connect sales performance to revenue outcomes
- Proven analytical and problem-solving skills to design and implement process improvements
- Excellent communication skills for collaboration with sales, operations, marketing, and executive leadership
- Demonstrated ability to deliver reliable reporting and actionable insights in fast-paced environments
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
