Analyst - Sales Intelligence

Overview

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.