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 productive 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.

📌 Analyst - Sales Intelligence (Bengaluru)
🏢 Wipfli
📍 Bengaluru