Sales Operations Analyst

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.