Top Operations Analyst Jobs in San Francisco, CA

Own customer success capacity and coverage models, account assignments, territory planning, renewal operations reporting, dashboards, and business review data. Analyze churn, coverage gaps, and capacity constraints; provide recommendations to leadership; automate recurring reports; and align definitions across Customer Success, Sales Operations, Finance, and Data teams. The role requires strong SQL, BI, spreadsheet, Salesforce, and Gainsight skills, with preferred Python or Snowflake experience.

Supports managed services operations through data analysis, recurring reports, dashboards, process documentation, root cause analysis, and workflow improvements. The role identifies trends and variances, maintains reporting accuracy, gathers business requirements, supports new operational tools and processes, and collaborates with stakeholders to improve service delivery. A bachelor’s degree or four years of work experience is required, along with Excel proficiency and strong analytical, communication, organizational, and problem-solving skills.

Manage weekly member payment cycles, funding, controls, reconciliations, partner file delivery, error resolution, and payment issue investigations. Support client and partner launches, maintain payment reporting and dashboards, improve workflows and documentation, and use automation or AI tools to increase reliability. The role also communicates risks proactively and coordinates with internal teams, external partners, clients, and members to resolve issues accurately and on time.

Owns end-to-end quote-to-cash and renewal operations in Salesforce CPQ, including deal structuring, pricing governance, approvals, contract validation, order accuracy, and revenue alignment. Partners with Sales, Finance, Legal, Customer Success, and Revenue Operations to protect revenue integrity, reduce errors, support audits, and improve processes, integrations, and automation in a fast-paced SaaS environment.

Supports and improves revenue operations systems and workflows, including quote-to-cash, CPQ, billing, subscriptions, Salesforce automation, data governance, forecasting, routing, quotas, and commissions. Partners with Finance, GTM Engineering, Sales, Customer Success, and Renewals to troubleshoot issues, reconcile data, automate repetitive processes, and improve commercial systems. The role also helps implement scalable processes and AI-enabled operational solutions.

Leads customer intelligence analytics for the Customer Experience organization by designing measurement frameworks, conducting ambiguous investigations, building dashboards and reusable Snowflake-backed data products, and partnering with data scientists on health scoring, forecasting, segmentation, and validation. Communicates actionable findings to senior stakeholders and operationalizes reporting solutions for scalable handoff.

Supports consumer finance loan funding and sales through whole loan purchases, securitizations, revolving credit facilities, investor onboarding, reporting, and covenant monitoring. Builds Excel-based funding and sales models, analyzes loan pools and large datasets, coordinates with investors and vendors, resolves exceptions across internal teams, identifies process improvements, and helps develop capital markets software solutions.

Monitor, triage, investigate, and respond to cybersecurity alerts and intrusions. Analyze EDR telemetry, logs, forensic artifacts, malware, and Microsoft 365 activity; determine root causes and recommend remediation. Support threat-related escalations, contribute to detection engineering and tuning, and collaborate across teams. The role requires familiarity with endpoint attack surfaces, threat actor techniques, Windows and domain administration, networking, web security, and basic malware analysis.

Supports revenue operations across sales, marketing, customer success, finance, and product by managing go-to-market processes, CRM systems, data quality, reporting, forecasting, and pipeline operations. The role maintains dashboards, audits data, coordinates system enhancements, supports user adoption, and identifies process improvements. It requires cross-functional collaboration, analytical problem-solving, stakeholder management, and experience with SaaS revenue technologies.

Analyze sales performance, forecasts, pipelines, and channels to identify efficiency and revenue-growth opportunities. Build Tableau and Salesforce dashboards, deliver insights to leadership, support sales experiments, optimize processes, administer CRM data, and manage incentive and awards reporting. Partner cross-functionally with Sales, Finance, Marketing, Technology, Analytics, and executive stakeholders while evaluating AI and other sales technology solutions.

Supports Veterans Health Administration EHR modernization governance by tracking council actions, coordinating SME teams, reviewing project plans and change requests, preparing status reports, facilitating meetings, escalating risks, and supporting decision-making. Develops communications, change-management materials, training products, processes, and executive updates while coordinating multiple project teams and stakeholders.

Owns marketing operations strategy, systems, workflows, campaign governance, lead management, reporting, and sales handoffs. Partners with marketing, sales operations, and revenue systems teams to improve funnel visibility, data quality, automation, scalability, and business impact. Evaluates marketing technologies and AI capabilities, recommends process improvements, and supports adoption and continuous optimization of the marketing technology stack.

Reviews annotated sensor and map data for quality, identifies recurring issues, and recommends solutions. The role prepares reports, maintains annotation policies, develops training documentation, performs data annotation, tests internal tools, reports bugs, and creates visual assets. It also collaborates with stakeholders, partners, annotators, project managers, and engineers while supporting on-road operations and evolving program priorities.

The Revenue Operations Analyst partners with sales leadership to improve revenue performance through data analysis, forecasting, reporting, experimentation, and process optimization. Responsibilities include building dashboards and scorecards, managing sales metrics, supporting territory and quota processes, improving CRM hygiene, analyzing productivity, testing sales strategies, and creating scalable workflows. The role collaborates with Marketing, Finance, and Product and translates complex data into actionable recommendations.

Supports in-house counsel through legal and regulatory research, compliance reporting, contracting assistance, legal education coordination, and process improvement. Tracks regulatory developments across U.S. and international jurisdictions, assesses impacts on the company and customers, collaborates with Sales, Marketing, and Engineering, and helps implement tools for contract management and legal operations efficiency.

Manage and audit data projects supporting proprietary AI model development. Responsibilities include configuring projects on the Deploy Data platform, coordinating timelines and stakeholders, identifying and resolving issues, collaborating with Product, ML, and Engineering teams, optimizing data pipelines, auditing project quality, and following information security policies.

Provides strategic and operational analysis for sales leadership, including KPI reporting, forecasting, modeling, quota allocation, incentive compensation, deal desk and pricing management, and sales process optimization. The role leads cross-functional projects, evaluates business performance, oversees pilots, develops productivity initiatives, and supports go-to-market strategy, resource allocation, and execution across sales, marketing, product, engineering, and operations teams.

Owns lead and hotel account data quality for a sales organization. Responsibilities include CRM audits, deduplication, enrichment, lead qualification, routing, SLA development, escalation resolution, data workflow documentation, vendor evaluation, SQL-based validation, and responsible use of AI for quality assurance and anomaly detection.

Remote Finance and Operations Analyst responsible for bookkeeping, account reconciliation, AP/AR, billing, invoice discrepancy resolution, financial reporting, and project tracking. The role also supports daily business operations, answers staff questions, and works closely with the operations manager. Candidates need an accounting or finance degree, 2–3 years of relevant experience, strong Excel skills, attention to detail, and the ability to work independently.

Maintains accurate applicant records, monitors candidate progress through the recruiting workflow, identifies stalled applications, follows up with recruiters, reports data issues, and prepares daily and weekly recruiting reports. The role requires CRM or applicant tracking system experience, spreadsheet skills, strong attention to detail, clear communication, reliable internet, and availability during US Central business hours.

Partners with Sales leadership to analyze business performance, identify risks and opportunities, and improve go-to-market execution. Leads forecasting, pipeline and business reviews, strategic initiatives, annual planning, and operational improvements. Collaborates with Finance, Analytics, Compensation, Enablement, Systems, and Operations teams on capacity, territories, quotas, coverage, and investment decisions. Builds scalable, automated processes and drives cross-functional alignment and accountability.

Own Salesforce CRM data quality for restaurant accounts and contacts by cleaning, deduplicating, enriching, and standardizing records at scale. Build AI-assisted and automated workflows, manage enrichment vendors, verify contacts and restaurant technology, establish data governance rules, create data-health dashboards, and support segmentation, territory alignment, and campaign targeting. Partner with Sales, Marketing, and Sales Operations to ensure representatives can rely on accurate, actionable CRM data.

Owns HRIS administration, configuration, integrations, security, reporting, analytics, data governance, compliance reporting, audits, and system optimization. Leads UKG-related implementations, releases, process improvements, vendor coordination, and cross-functional projects. Builds dashboards and executive reports, ensures data integrity, supports EEO reporting, develops training materials, and mentors People Team members on HR technology and reporting practices.

Manages international treasury operations across approximately 25 countries, including daily cash positioning, Treasury transactions, cash forecasting, liquidity monitoring, banking administration, intercompany loan tracking, reporting, controls, and reconciliations. Partners with Finance, Tax, Legal, Controllership, FP&A, local Controllers, and banking partners to resolve issues, manage risk, improve processes, support system enhancements, and maintain compliance.

Supports daily US treasury operations, including cash positioning, bank activity monitoring, wires, ACH payments, intercompany transfers, cash forecasting, reporting, reconciliations, banking administration, and operational controls. The role analyzes cash activity, investigates exceptions, supports audits and process improvements, administers banking access, and collaborates with Controllership, Tax, Legal, and FP&A. It also provides backup coverage and participates in treasury projects and system enhancements.