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:
Job Summary
Under the direction of the Director, Growth Intelligence, the Sales Intelligence Analyst is responsible for supporting the collection, analysis, and translation of sales and marketing-related data into actionable insights. This role will work closely with the Senior Analyst, Director of Growth Intelligence, and cross-functional teams to deliver foundational reporting, data preparation, dashboard updates, and analysis to support sales intelligence operations.
A key focus of this role is applying prior industry knowledge to sales data; the ideal candidate will have a background in professional services, accounting, advisory, or consulting, allowing them to contextualize analytics within our specific business model.
Essential Responsibilities:
* Assist with request intake and prioritization of incoming analytics requests from multiple cross-functional stakeholders (e.g., Industry Leads, Marketing, Sales Leadership) to ensure alignment with defined priorities and delivery timelines to deliver high-impact insights.
* Assist in maintenance and enhancement of operational sales dashboards to provide visibility into sales performance, pipeline health, and forecast accuracy by accessing the data warehouse and self-service semantic models.
* Conduct routine pipeline analyses, including conversion rates, velocity metrics, and win/loss studies to identify trends and process improvements.
* Collaborate with the Senior Analyst to support data quality and integrity within the data warehouse, Microsoft Dynamics 365 CRM and other sales systems
* Leverage previous industry experience to work with industry teams, providing routine and recurring sales intelligence that aligns with specific market segments and internal client needs.
* Execute standard processes for sales data extraction and transformation while suggesting refinements to improve accuracy.
* Translate data analyses into clear standard visualizations and reports for stakeholders, ensuring complex data is accessible to non-technical audiences.
Qualifications:
Required Qualifications:
* Bachelor's degree in business analytics, statistics, economics, data science, or a related field.
* 2+ years of experience working within the Professional Services, Accounting, Advisory, or Consulting industries.
* 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.
* Experience with Microsoft Dynamics 365 or similar CRM platforms.
* Advanced proficiency in Excel (Power Query, formulas, data visualization)
Preferred Qualifications:
* Experience using Python for data manipulation or automation.
* Experience building self-service semantic models in Power BI, Snowflake, Databricks or Fabric (supporting and extending existing models, DAX, composite models, calculation groups).
* Experience leveraging AI to develop more efficient processes and analysis.
Skills & Abilities:
* Ability to synthesize datasets into clear narratives for the immediate team.
* Demonstrated aptitude for quickly learning new tools and navigating a rapidly evolving tech stack.
* Ability to balance independent task execution with appropriate escalation, seeking guidance when requirements, data quality, or expected outcomes are unclear or when broader impact may exist.
* Ability to support cross functional teams and work effectively as a bridge between technical data teams and front-line business/sales stakeholders.
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