Sales Operations Analyst

Boston, MA; Charlottesville, VA; Columbus, OH; Durham, NC

Who We Are:

In collaboration with our parent company, TELUS Digital, we’ve launched Fuel iX, an enterprise-grade AI engine designed to help companies upgrade their generative AI (GenAI) pilots to production scale, deploy customized solutions faster, and effectively manage the technology responsibly.

Location & Flexibility:

This role will have the option to be in a Work From Near (Hybrid) capacity based out of one of the following offices: Charlottesville, VA, Durham, NC, Columbus, OH, or Boston, MA.

The Opportunity:


The Sales Operations Analyst plays a vital role in optimizing the efficiency and effectiveness of our sales team. You will manage the CRM system, maintain data integrity, and develop analytics reports and dashboards that provide insights into sales performance. You will collaborate closely with sales leadership to support strategic planning, sales forecasting, and process improvements that enhance operational efficiency. Your work will directly impact sales performance and drive data-backed decision-making across the organization.

Responsibilities:

  • CRM Management & Data Integrity:
    Maintain and optimize the CRM system, ensuring data integrity, managing workflows, and streamlining processes to enhance the sales team’s efficiency.
  • Sales Analytics & Reporting:
    Develop and maintain sales performance analytics, dashboards, and custom reports to monitor key metrics and provide actionable insights into sales trends, opportunities, and performance gaps.
  • Process Improvement:
    Identify, propose, and implement process improvements that optimize sales and operational workflows to improve overall efficiency and effectiveness.
  • Sales Strategy Support:
    Collaborate with sales leadership to assist in strategic planning, sales forecasting, and the development of data-driven sales strategies that align with business objectives.
  • Operational Support:
    Provide operational support to sales teams, including custom reporting requests, sales opportunity tracking, and sales forecasting analysis.
  • Data Acquisition & Cleansing:
    Apply data cleansing techniques, develop new data acquisition methods, and ensure the accuracy and completeness of sales data in the CRM system.
  • Project Management:
    Manage and execute cross-functional projects to improve sales operations, focusing on automating tasks, optimizing systems, and ensuring alignment across teams.
  • Sales Compensation & Commission:
    Assist with the calculation of sales compensation and commissions, ensuring accuracy and timely processing.
  • Cross-Functional Collaboration:
    Work closely with internal stakeholders (Sales, Marketing, Finance, etc.) to gather data needs, conduct analysis, and support data-driven decision-making.

Qualifications:

  • 3-5 years of experience in Sales, Sales Operations, or a related field, ideally within a SaaS company.
  • Strong proficiency in business intelligence tools (e.g., Tableau, Power BI), Salesforce, and experience with relational databases and SQL queries.
  • Excellent project management skills, with the ability to prioritize tasks, follow up on deliverables, and manage multiple projects simultaneously.
  • Exceptional written and verbal communication skills, with the ability to clearly explain complex data and insights to non-technical stakeholders.
  • Creative and strategic problem-solving ability, with a strong focus on continuous improvement and operational efficiency.
  • Ability to work collaboratively across teams and geographies, supporting global initiatives and understanding the needs of diverse teams.
  • Salesforce Admin or Developer certification is preferred.

Why WillowTree?

We offer a place to be yourself.

Our differences, both visible and invisible, benefit our teams, our communities, and the products we craft. That’s why WillowTree strives to build a team with diverse backgrounds, skills, and perspectives. You’ll work hard here; however, we’ll balance that with a culture that supports your growth and cares about your well-being. We’re committed to creating an environment of inclusion — a place where every Tree can thrive.

We want you to reach your fullest potential and part of your professional development at WillowTree will include mentorship, dedicated time to innovate on passion projects, and an annual stipend to fund your professional pursuits.

WillowTree upholds our core values in every aspect of our work. We promote safe and inclusive work environments and maintain a drug-free workplace. We celebrate our differences and provide equal employment opportunities to all team members and applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Diverse teams build better products. We acknowledge that the tech industry especially lacks opportunity for those who are of non-traditional backgrounds and in underrepresented groups. In order to create the best products for everyone, we know that it's important for our team to reflect the diversity of our users, and we are committed to being the change we want to see.

What We'll Offer

In addition to a great culture and interesting work with opportunities for growth and development, this position is eligible for the following benefits: 

  • Healthcare benefits - Medical, Vision, Dental (Including an option for 100% coverage of individual employee medical premiums)
  • Life & Disability Insurance
  • 401K matching
  • Flexible paid time off & paid company holidays
  • Parental Leave
  • Employee Share Purchase Plan
  • Employee Assistance Program (EAP)
  • And more!

*Individual compensation is based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related reasons determined during the interview process. Role ranges are periodically reviewed and updated based on market changes, internal needs, and industry trends.  To drive ongoing pay equity for team members, WillowTree conducts regular compensation audits.

USA Pay Range

$70,400 - $88,000 USD

Create a Job Alert

Interested in building your career at WillowTree? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf


Select...
Select...
Select...
Select...
Please confirm which office(s) you'd like to be considered for by checking the box. *

(USA) Voluntary Demographic Questions

WillowTree knows incredible talent comes from all backgrounds. Our differences, both visible and invisible, benefit our teams, our communities, and the products we craft. We’re deeply committed to building teams that reflect the diversity of the populations we serve.

To ensure we’re reaching talent from all backgrounds, we invite applicants to complete the following VOLUNTARY demographic questions. For each question, you have the option to select "I do not wish to answer." Your responses will be processed separately from your application and will not be used in the hiring process or decision. We use this data (aggregate only) to assess and improve our hiring outreach and processes to better include and support individuals of all backgrounds. 

WillowTree is committed to providing equal employment opportunities to all employees and applicants for employment regardless of race, color, religion, creed, age, national origin or ancestry, ethnicity, sex, sexual orientation, gender identity or expression, disability, military or veteran status, or any other category protected by federal, state, or local law. 

Select...
Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in WillowTree’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.