We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.
If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx
Under the direction of the Director, Growth Intelligence, the Sales Intelligence Analyst is responsible for supporting the collection, analysis, and translation of sales and marketing-related data into actionable insights. This role will work closely with the Senior Analyst, Director of Growth Intelligence, and cross-functional teams to deliver foundational reporting, data preparation, dashboard updates, and analysis to support sales intelligence operations. A key focus of this role is applying prior industry knowledge to sales data; the ideal candidate will have a background in professional services, accounting, advisory, or consulting, allowing them to contextualize analytics within our specific business model. Essential Responsibilities: - Assist with request intake and prioritization of incoming analytics requests from multiple cross-functional stakeholders (e.g., Industry Leads, Marketing, Sales Leadership) to ensure alignment with defined priorities and delivery timelines to deliver high-impact insights. - Assist in maintenance and enhancement of operational sales dashboards to provide visibility into sales performance, pipeline health, and forecast accuracy by accessing the data warehouse and self-service semantic models. - Conduct routine pipeline analyses, including conversion rates, velocity metrics, and win/loss studies to identify trends and process improvements. - Collaborate with the Senior Analyst to support data quality and integrity within the data warehouse, Microsoft Dynamics 365 CRM and other sales systems - Leverage previous industry experience to work with industry teams, providing routine and recurring sales intelligence that aligns with specific market segments and internal client needs. - Execute standard processes for sales data extraction and transformation while suggesting refinements to improve accuracy. - Translate data analyses 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+ years of experience working within the Professional Services, Accounting, Advisory, or Consulting industries. - 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. - Experience with Microsoft Dynamics 365 or similar CRM platforms. - Advanced proficiency in Excel (Power Query, formulas, data visualization) Preferred Qualifications: - Experience using Python for data manipulation or automation. - Experience building self-service semantic models in Power BI, Snowflake, Databricks or Fabric (supporting and extending existing models, DAX, composite models, calculation groups). - Experience leveraging AI to develop more efficient processes and analysis. Skills & Abilities: - Ability to synthesize datasets into clear narratives for the immediate team. - Demonstrated aptitude for quickly learning new tools and navigating a rapidly evolving tech stack. - Ability to balance independent task execution with appropriate escalation, seeking guidance when requirements, data quality, or expected outcomes are unclear or when broader impact may exist. - Ability to support cross functional teams and work effectively as a bridge between technical data teams and front-line business/sales stakeholders.
Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $73,000 to $98,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Always advancing. Always progressing. From curiosity to clarity to results.
That’s Wipfli. We’re Wipfli, a top 25 advisory firm with a strong CPA foundation serving 54,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core, we remain committed to curiosity and our clients. Our more than 3,000 full-time associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger.
Visit www.wipfli.com/EmailSignup to get updates from our team.
You can also find us on Facebook and X at:
- X: www.x.com/Wipfli_Official
- Facebook: www.facebook.com/WipfliOfficial
Specialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.
