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 skilled 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.

📌 Analyst - Sales Intelligence (Bengaluru)
🏢 Important Business
📍 Bengaluru