Top Operations Analyst Jobs in San Francisco, CA

Support daily treasury operations including cash position monitoring, bank reconciliations, wire and intercompany transfers, vendor and payroll funding, FX and investment support, treasury reporting, credit card program maintenance, control and audit support, and process automation initiatives.

The Revenue Operations Engineer is responsible for optimizing the Quote to Order process, managing quoting systems, and ensuring accurate order handoffs between sales and operations teams.

Lead sales analytics and reporting to drive revenue and efficiency. Build Tableau and Salesforce dashboards, analyze pipeline health, perform ad-hoc and pilot analyses, partner with sales leadership and cross-functional teams, administer compensation and CRM updates, and evaluate/implement AI-driven sales tools to optimize performance.

Analyze advertising inventory to maximize value, design tests, synthesize data into reports, and identify revenue opportunities in gaming.

Owner of revenue reporting, forecasting, and process improvements across sales, customer success, renewals, and finance. Build and maintain dashboards, analyse cross-system data to surface trends and root causes, and deliver actionable recommendations. Support scaling of lead-to-opportunity, handoffs, renewals, forecasting workflows, and revenue technology implementations.

Support and optimize visa application product development and delivery: manage multiple customer application work products, establish metrics and quality gates, liaise between legal, engineering, design, and sales, and drive continuous process and platform improvements.

Manage financial onboarding for merchants and partners, prepare and validate weekly/monthly partner payouts, support billing system implementations and UAT, investigate disputes and systemic billing errors, perform month-end journal entries and reconciliations, automate billing processes, and maintain stakeholder relationships.

Monitor and reconcile transactions across ACH, RTP/FedNow, and card networks; triage and resolve payment exceptions, chargebacks, and settlement discrepancies; run SQL queries and build volume/limit projection models; communicate with sponsor banks and clients; maintain tracking of open operational items and document processes to support automation.

Support partner sales by implementing and managing scalable partner processes, driving program design, owning projects end-to-end, improving systems (including Salesforce), performing quantitative analysis to track KPIs, and coordinating cross-functional stakeholders to enable partner-facing sales teams.

Manage integration project tracking and executive reporting for multiple acquisitions. Coordinate cross-functional workstreams, maintain trackers and action registers, investigate and resolve blockers, and support marketing operations (CRM/marketing automation, campaign tracking, sales enablement, websites) and reporting. Provide exposure to senior leadership and grow into broader Marketing & Strategy responsibilities.

Support daily finance operations including accounts payable, expense processing, reconciliations, corporate card monitoring, and month-end tasks. Maintain accurate records, prepare reports in Excel/Sheets, resolve stakeholder inquiries, and identify process improvements while working independently and meeting deadlines during Chicago (Central Time) business hours.

Manage day-to-day execution of distributed energy resource (DER) participation in energy markets: availability and market offers, data collection/submission, performance calculations, process improvement, and automation. Identify and correct process errors, build tools, and collaborate across teams to support enrollment, scheduling, settlement, and revenue protection. May require occasional nights or weekends.

Lead GTM revenue operations: design and administer compensation plans, build revenue dashboards, own HubSpot architecture and integrations, administer GTM systems, drive AI-powered automation, and optimize sales processes across Sales, Marketing, Partnerships, and Customer Success.

Manage complex multi-product RFPs and security questionnaires, review teammates' outputs, balance workload in SFDC, maintain the RFPIO answer library, collaborate cross-functionally, train junior analysts, and identify process improvements to scale proposal and security response operations.

Provide hands-on IT support for NYC employees, manage onboarding/offboarding, administer Google Workspace, Okta, MDM, and SaaS tools, troubleshoot hardware/software/A/V, maintain asset inventory, drive automation and process improvements, and collaborate with security and engineering to ensure reliable, secure workplace technology.

Lead deal desk strategy and operations by supporting AI workflow integrations, maintaining deal models and dashboards, automating internal tooling, troubleshooting system issues, providing pricing and discount insights, and creating enablement resources for global sales.

Support Sales, Marketing, and Customer Success by maintaining Salesforce data hygiene, building reports and dashboards, supporting forecasting and territory planning, improving processes, administering CRM workflows, performing data audits, and enabling cross-functional projects and CRM enhancements.

Partner with cross-functional operations teams to solve high-impact operational problems by building analytical models, metrics, dashboards, internal tools, and scalable processes. Conduct field observations and time studies, lead projects end-to-end, and communicate recommendations to leadership. Travel ~20% to validate solutions.

Operate and administer HubSpot and HubSpot-Salesforce integrations; build campaign and event operations (forms, lists, routing); manage lead processing, data health, reporting, and attribution; integrate AI and automations to improve workflows; collaborate with marketing, sales, and revenue operations to standardize processes and ensure compliance.

The Deposit Operations Analyst II manages bank wire transfers and operations, ensuring compliance, analyzing data, and supporting daily tasks in a fast-paced environment.

Support Sales by building segmentation models, territory designs, and compensation plans; advise Sales VPs through business reviews; maintain dashboards and reports in Salesforce, Gong, and Omni; improve CRM workflows and data quality; ensure account, opportunity, and territory integrity; and collaborate cross-functionally to operationalize GTM decisions.

Administer and configure Gainsight to optimize customer lifecycle management, map digital customer journeys, create automations, dashboards and surveys, derive data-driven insights, and train stakeholders on Gainsight best practices.

Analyze large operational, financial, and engineering datasets to identify trends and performance drivers. Build and maintain dashboards and reports, develop SQL extractions, investigate data quality, support systems integrations and automation, and deliver actionable insights to cross-functional leadership to drive continuous improvement and operational performance.

Lead day-to-day Product Risk Management operations: identify, assess, mitigate, and report product risks; define processes, standards, and tools; run risk assessments and executive reporting; partner with product, engineering, legal, compliance and auditors to embed ERM and ensure post-launch monitoring and issue remediation.

Lead analytics and reporting for post-sales segments, reconcile data across Salesforce and financial/CS systems, design and enforce renewals and customer success processes, build adoption and retention reporting, and translate insights into recommendations for leadership to improve renewal rates and revenue retention.