: Advisory Coordinator – Sales Pipeline Data Analyst

Position Overview

- Job Title: Advisory Coordinator – Sales Pipeline Data Analyst
- Company: EisnerAmper
- Department: Growth Team
- Business Groups: Advisory Services Group and Outsourced Services Group
- Experience: 2+ years
- Primary Focus: CRM Data Management, Sales Pipeline Data Quality, and Reporting
- Education: Bachelor's degree or equivalent experience
- Work Schedule: Must maintain 3–4 hours of regular overlap with U.S. business hours.
- Work Arrangement: Hybrid.
- Location : Mumbai

Role Overview EisnerAmper is seeking a detail-oriented Sales Pipeline Data Analyst to support CRM data quality and pipeline management across its Advisory Services Group and Outsourced Services Group.

The candidate will be responsible for auditing, cleaning, maintaining, and validating sales pipeline data within NetSuite CRM and other approved CRM platforms.

The role involves identifying duplicate, incomplete, inaccurate, stale, and misclassified opportunity records, coordinating with business development professionals and practice leadership to resolve discrepancies, and ensuring reliable pipeline reporting, forecasting, and KPI tracking.

The ideal candidate will have hands-on CRM experience, strong Excel skills, excellent attention to detail, and an understanding of sales pipeline management and data quality processes.

Key Responsibilities

CRM Data Management & Data Quality

- Conduct regular audits of CRM and sales pipeline records.
- Identify and resolve duplicate, stale, incomplete, inaccurate, and non-compliant records.
- Maintain CRM data quality through daily, weekly, monthly, and quarterly hygiene activities.
- Validate opportunity fields, stages, ownership,



close dates, service line coding, and originator attribution.
- Update and correct CRM records while ensuring compliance with established data standards.
- Investigate data discrepancies and escalate unresolved issues when necessary.

Sales Pipeline Management

- Monitor aging, stalled, dormant, duplicate, and misclassified opportunities.
- Coordinate with opportunity owners and stakeholders to obtain missing information.
- Ensure accurate opportunity classifications and timely updates.
- Support pipeline reporting, forecasting, and KPI accuracy.

Reporting & Analytics

- Prepare and distribute pipeline hygiene reports, scorecards, and exception reports.
- Support pipeline review meetings through data preparation and follow-up activities.
- Assist in creating and maintaining CRM reports, dashboards, and data quality monitoring tools.
- Identify recurring data quality trends and recommend improvements.

Process Improvement & Documentation

- Maintain CRM data quality procedures, SOPs, hygiene checklists, and field definitions.
- Document recurring data issues and recommend process improvements.
- Identify opportunities for automation and improved reporting workflows.
- Support consistent CRM practices across NetSuite, Salesforce, HubSpot, and other approved platforms.

Stakeholder Collaboration





- Work with Growth teams, business development professionals, and practice leadership.
- Communicate data quality issues and follow up on corrective actions.
- Guide CRM users on data entry standards and opportunity management procedures.
- Ensure stakeholders follow established CRM data quality requirements.

Required Qualifications
- Bachelor's degree in Business Administration, Sales Operations, Data Management, or a related field, or equivalent experience.
- Minimum 2+ years of experience working with CRM systems.
- Experience in CRM data entry, cleanup, auditing, or quality assurance.
- Exceptional attention to detail and data accuracy.
- Strong analytical, critical-thinking, and problem-solving skills.
- Ability to investigate discrepancies and identify root causes.
- Robust written and verbal communication skills.
- Ability to coordinate with stakeholders and follow up on corrective actions.
- Availability for at least 3–4 hours of regular overlap with U.S. business hours.

Desired Qualifications
- Experience with NetSuite CRM, Salesforce, HubSpot, or Microsoft Dynamics.
- Strong Microsoft Excel skills, including:
- Filtering and sorting large datasets.
- VLOOKUP/XLOOKUP and other lookup functions.
- Pivot tables.
- Data validation and cleanup.
- Understanding of sales pipeline stages, forecasting, lead attribution, and opportunity ownership.
- Experience supporting professional services, consulting, accounting, or advisory organizations.
- Exposure to SQL, Power BI, Tableau, and reporting tools.
- Experience using AI, automation, or data analysis tools to improve data quality and operational workflows.

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