Sales Intelligence Analyst

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.

Job Summary  

The Sales Intelligence Analyst will work closely with the Director, Growth Intelligence & Insights and the Sales Intelligence Senior Analyst to deliver foundational reporting, data preparation, dashboard updates, and analysis to support sales intelligence operations.  

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). 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. 

Required Qualifications: 

• 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. 

Preferred Qualifications:  

• 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. 

Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!

#LI-Remote #LI-DK1

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. 

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]  

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $73,000 to $98,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. 

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. 

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.