Overview:
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities:
Responsibilities:
* Support the planning, execution, and monitoring of marketing and sales initiatives from conception through completion
* Develop and maintain a strong understanding of organizational policies and governance frameworks relevant to marketing and sales operations
* Document and communicate policy updates to relevant teams, including change management components
* Contribute to process documentation and continuous improvement initiatives
* Support end-to-end business process analysis and oversight, with particular focus on Dynamics 365 (D365) workflows and associated documentation to ensure user adoption and success measurement
* Monitor project progress, metrics, and performance through D365 and other analytics tools; identify blockers and escalate issues as needed
* Create D365 dashboards, reports, and visualizations to support user adoption, account, lead, and opportunity management; work with the Growth Intelligence and Insights team on reports leveraging data from Workday
Qualifications:
Qualifications:
* Bachelor's degree or equivalent combination of education and related work experience
* 2+ years of sales operations experience in a professional services firm, including hands-on use of a CRM system
* 2+ years of project management experience
* Experience with full cycle sales processes
* Advanced proficiency in Excel and foundational SQL experience
* Clear, concise, and advanced oral and written communication skills
* Ability to plan, prioritize, and organize multiple projects simultaneously under pressure and time deadlines
* Ability to analyze data and recommend solutions.
* Ability to navigate through ambiguity and approach opportunities in a flexible and creative manner
Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-remote #LI-CS1
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