Sales Intelligence Analyst

Wipfli Advisory LLC

2d • $73,000 - $98,000

About The Position

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.

Requirements

• 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)

Nice To Haves

• 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.
• 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.

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level