Operations Analyst - TestRail

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

• 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