Sales Intelligence Analyst

Wipfli Advisory LLC•,

3d•$73,000 - $98,000•Remote

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. 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.

Requirements

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.

Nice To Haves

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.

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.