Note: The job is a remote job and is open to candidates in USA. Wipfli is a professional services organization seeking a Sales Intelligence Analyst to support its sales intelligence operations. The role focuses on reporting, data preparation, dashboard maintenance, data validation, sales data extraction and transformation, and translating analytics into actionable insights for cross-functional stakeholders.
Responsibilities
- Assist with request intake and prioritization of incoming analytics requests from multiple cross-functional stakeholders (e.g., Industry Leads, Marketing, Sales Leadership). Ensure understanding of the desired business outcome, the data needed, and prioritization to deliver high-impact insights
- Assist in maintenance and enhancement of operational sales reports and dashboards to provide visibility into performance, pipeline health, and forecast accuracy by accessing the data warehouse and self-service semantic models
- Collaborate with the Senior Analyst to support data accuracy and validation across the data warehouse and Microsoft Dynamics 365 CRM
- Execute standard processes for sales data extraction and transformation while suggesting refinements to improve accuracy
- Translate data into clear standard visualizations and reports for stakeholders, ensuring complex data is accessible to non-technical audiences, and provide key insights
Skills
- * Bachelor's degree in business analytics, statistics, economics, data science, or a related field
- * 2-4 years of experience in data analytics, sales intelligence, go-to-market reporting, or business intelligence
- * Proficiency in SQL for database querying and data transformation
- * Proficiency in building Power BI dashboards
- * Advanced proficiency in Excel (Power Query, formulas, data visualization)
- * Experience using Python for data manipulation or automation
- * Experience accessing data from multiple databases or sources to compile reports
- * 2+ years of experience working within the Professional Services, Accounting, Advisory, or Consulting industries
- * Experience building and maintaining self-service semantic models
- * Experience with CRM platforms, such as Salesforce or Microsoft D365
- * Experience leveraging AI to develop more efficient processes and analysis
Benefits
- Eligible for an annual discretionary bonus, subject to participation rules and based on individual and Firm performance
- 8 health plan options, including HMO and PPO plans
- Dental and vision coverage
- Opportunity to enroll in an HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life insurance
- Firm-sponsored short- and long-term disability coverage
- 401(k) savings plan and profit share with Firm matching contribution
- Well-being incentive
- Education and certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
- Voluntary critical illness and accident insurance
- Voluntary hospital indemnity insurance
- Voluntary legal insurance
- Voluntary long-term care insurance
- Voluntary pet insurance
- Voluntary identity theft protection
- Voluntary supplemental life and AD&D insurance
- Eligibility for all benefits programs is dependent on annual hours expectation, position status/level, and location
Company Overview
Company H1B Sponsorship