Pipeline Intelligence Analyst

The Fedcap Group•New York, NY

16h•$82,000 - $92,000•Onsite

About The Position

The Pipeline Intelligence Analyst maintains a trusted enterprise pipeline and produces analysis to support growth performance, opportunity prioritization, and portfolio risk management. Reporting to the Director of Strategic Intelligence and Pipeline, the analyst drives CRM discipline, data quality, reporting, and dashboarding, and provides insight into conversion, must-win priorities, recompete exposure, concentration, and pipeline risk. The role turns pipeline data into clear management information to support governance, financial alignment, and action. The analyst maintains reliable pipeline records and reporting, supports pipeline and portfolio governance, analyzes opportunity prioritization and performance, monitors recompete and contract-expiry exposure, and helps reconcile pipeline assumptions with financial planning. The role also identifies improvements to data standards, reporting, controls, and user guidance.

Requirements

Bachelor’s degree in finance or accounting.
Experience in business intelligence, sales or growth operations, commercial reporting, CRM analysis, or pipeline management.
Strong data-analysis capability and advanced Microsoft Excel skills.
Experience maintaining data quality and producing dashboards, KPIs, and management information.
Experience working with CRM systems and applying consistent data definitions or governance controls.
Experience using Salesforce and Power BI or comparable CRM and visualization tools.
Experience within a business development, growth, commercial, or finance function.
Understanding of opportunity lifecycles, pipeline governance, and forecasting.
Ability to identify trends, exceptions, and risks and explain them clearly to non-technical stakeholders.
Strong attention to detail, organization, and follow-through.

Nice To Haves

Experience supporting portfolio reviews, win/loss analysis, or recompete reporting.

Responsibilities

Maintain a complete, accurate, current, and trusted enterprise pipeline using agreed data, stage, and governance standards; work with opportunity owners to resolve record gaps.
Monitor Salesforce and associated pipeline records for completeness, accuracy, currency, and consistency.
Validate opportunity value, stage, timing, probability, ownership, next steps, and supporting evidence.
Follow up on missing or overdue updates, track data-quality issue resolution, and produce reports identifying recurring control or adoption issues.
Apply agreed pipeline definitions, entry and exit criteria, and mandatory data standards.
Prepare pipeline dashboards, KPI reports, review packs, and executive summaries.
Report pipeline value by stage, geography, service line, customer, owner, and expected decision date; highlight material movements, stalled opportunities, overdue actions, and changed assumptions.
Maintain consistent reporting logic, definitions, and reconciliations, and improve reporting efficiency through dashboarding, automation, and standard templates.
Prepare agendas, analysis, and opportunity information for pipeline and portfolio reviews; identify records that do not meet qualification, evidence, or stage-gate requirements.
Capture governance-review decisions, actions, owners, and deadlines; monitor follow-through and escalate unresolved data or process issues to the Director.
Maintain the governance calendar and supporting documentation.
Maintain prioritization scores, must-win reporting, and portfolio views using agreed criteria.
Analyze pipeline balance across sectors, commissioners, territories, service lines, and maturity stages, including concentration, diversification, and coverage trends.
Prepare analytical inputs for resource-allocation and investment discussions and track whether priority opportunities continue to meet evidence requirements.
Calculate and monitor stage conversion, win rates, pipeline velocity, and ageing; analyze bottlenecks, stalled opportunities, and progression or attrition patterns.
Support win/loss reviews with data, trends, and opportunity histories; compare performance across relevant portfolio dimensions and produce concise recommendations and follow-up measures.
Maintain the recompete and contract-expiry view and reconcile it with the active pipeline.
Monitor pipeline maturity, probability, timing, dependencies, and key risk indicators; analyze exposure by commissioner, funder, contract, market, geography, and service line.
Identify future revenue gaps, weak pipeline coverage, and material portfolio-risk changes; support scenario and mitigation analysis with Finance, Growth, and Opportunity Management.
Support regular reconciliation of pipeline assumptions with FP&A forecasts and planning data; maintain records of reporting assumptions and investigate material differences between CRM, governance reports, and financial views.
Support scenario analysis and long-range growth planning with accurate pipeline data and implement improvements to data standards, reports, controls, and user guidance.