Pipeline Intelligence Analyst

Easterseals•New York, NY

About The Position

The Pipeline Intelligence Analyst maintains a trusted enterprise pipeline and produces analysis to support growth performance, opportunity priorities, and portfolio-risk management. Reporting to the Director of Strategic Intelligence and Pipeline, the role drives CRM discipline, data quality, reporting, and dashboarding, and provides insight into conversion, must-win priorities, recompete exposure, concentration, and pipeline risk. The analyst turns pipeline data into clear management information to support governance, financial alignment, and action. The position maintains pipeline records and standards; prepares dashboards, reports, review materials, and executive summaries; supports pipeline governance and follow-through; analyzes prioritization, portfolio balance, conversion, win/loss performance, recompetes, and risks; and supports reconciliation of pipeline assumptions with FP&A forecasts and planning data. It also identifies improvements to data standards, reporting, controls, and user guidance. The role is based at 633 3rd Ave, New York, NY 10017. The stated compensation is $82,000–$92,000 per year, based on experience and qualifications.

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 and ensure CRM records reflect current positions.
Monitor Salesforce and related 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 and track resolution of data-quality issues.
Apply agreed pipeline definitions, entry and exit criteria, and mandatory data standards; produce data-quality reports and identify recurring control or adoption issues.
Prepare pipeline dashboards, KPI reports, review packs, and executive summaries, reporting value by stage, geography, service line, customer, owner, and expected decision date.
Highlight material movements, stalled opportunities, overdue actions, and changes in assumptions; maintain consistent reporting logic, definitions, and reconciliations across reports.
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 decisions, actions, owners, and deadlines; monitor follow-through, escalate unresolved data or process issues to the Director, and 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.
Identify portfolio concentration, diversification, and coverage trends; prepare analytical inputs for resource allocation and investment discussions; track whether priority opportunities meet the evidence required for their status.
Calculate and monitor stage conversion, win rates, pipeline velocity, and ageing using agreed definitions; analyze bottlenecks, stalled opportunities, and progression or attrition patterns.
Support win/loss reviews with data, trends, and opportunity histories; produce concise recommendations and follow-up measures.
Maintain recompete and contract-expiry views and reconcile them with the active pipeline; monitor pipeline maturity, probability, timing, dependencies, and 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.
Reconcile pipeline assumptions with FP&A forecasts and planning data; document timing, probability, and value assumptions used in reporting.
Investigate material differences between CRM records, governance reports, and financial views; support scenario analysis and long-range growth planning.
Identify and implement improvements to data standards, reports, controls, and user guidance.