The Operations Analyst will manage financial data, reporting, and operations, ensuring accurate sales forecasts and KPIs while supporting finance and sales coordination.
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
Top Skills
Hubspot
Stripe
Testrail
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