The Role
The Operations Analyst will manage financial data, reporting, and operations, ensuring accurate sales forecasts and KPIs while supporting finance and sales coordination.
Summary Generated by Built In
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
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The Company
What We Do
Sembi empowers organizations with world-class solutions for product quality and security management. Our comprehensive suite of tools enhances testing, strengthens security, and ensures superior product performance. Focused on automation, enterprise-scale capabilities, and AI readiness, Sembi is shaping the future of software quality for over 20,000 customers worldwide. Learn more at https://www.sembi.com/.
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