Deliver and maintain sales intelligence reporting and dashboards by extracting, transforming, and validating data from warehouses and CRMs. Support request intake, prioritize analyst tasks, ensure data accuracy, and translate complex data into clear visualizations for sales and cross-functional stakeholders.
Position: Analyst - Sales Intelligence (02 to 04 years of Data-Driven Sales Intelligence experience)
The Sales Intelligence Analyst will work with the Growth Intelligence & Insights and the Sales Intelligence Team 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.
Role and Responsibilities:
• Assist with request intake and prioritization of incoming analytics requests from multiple cross-functional stakeholders (e.g., Industry Leads, Marketing, Sales Leadership). • Ensure alignment with defined priorities and delivery timelines to deliver reports for 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. 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 Skills & Abilities: • Demonstrated aptitude for quickly learning new tools and navigating a rapidly evolving tech stack. • Ability to balance independent task execution with appropriate escalation for guidance as needed. • Ability to support cross functional teams and work effectively as a bridge between technical data teams and front-line business/sales stakeholders. Work location: Bengaluru
More Than a Role-A Platform for Impact Be part of a high-growth global firm where India helps in shaping business outcomes. • Faster Growth & Ownership: Accelerate your career with early ownership of deliverables and key stakeholder interactions. • Broader Exposure: Collaborate directly with US leadership and cross-functional teams from day one. Build a holistic skillset beyond siloed delivery roles typical of large global delivery centers. • Impactful Work: Not just execution, but problem definition, solutioning, and market and client impact. • Culture & Work Environment: Experience a people-first culture with strong mentorship and leadership accessibility. Work in agile teams where your ideas are heard, valued, and implemented quickly. Join a firm that combines global scale with entrepreneurial spirit. Wipfli India offers a platform to grow faster, think broader, and make a real impact.
The Sales Intelligence Analyst will work with the Growth Intelligence & Insights and the Sales Intelligence Team 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.
Role and Responsibilities:
• Assist with request intake and prioritization of incoming analytics requests from multiple cross-functional stakeholders (e.g., Industry Leads, Marketing, Sales Leadership). • Ensure alignment with defined priorities and delivery timelines to deliver reports for 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. 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 Skills & Abilities: • Demonstrated aptitude for quickly learning new tools and navigating a rapidly evolving tech stack. • Ability to balance independent task execution with appropriate escalation for guidance as needed. • Ability to support cross functional teams and work effectively as a bridge between technical data teams and front-line business/sales stakeholders. Work location: Bengaluru
More Than a Role-A Platform for Impact Be part of a high-growth global firm where India helps in shaping business outcomes. • Faster Growth & Ownership: Accelerate your career with early ownership of deliverables and key stakeholder interactions. • Broader Exposure: Collaborate directly with US leadership and cross-functional teams from day one. Build a holistic skillset beyond siloed delivery roles typical of large global delivery centers. • Impactful Work: Not just execution, but problem definition, solutioning, and market and client impact. • Culture & Work Environment: Experience a people-first culture with strong mentorship and leadership accessibility. Work in agile teams where your ideas are heard, valued, and implemented quickly. Join a firm that combines global scale with entrepreneurial spirit. Wipfli India offers a platform to grow faster, think broader, and make a real impact.
Wipfli Pune, Mahārāshtra, IND Office
Part of 1st Floor, Tower B, Panchshil Business Park Viman Nagar, Pune, India, 411014
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What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
