Sales Intelligence Analyst

Role Description

The Sales Intelligence Analyst will work closely with the Director, Growth Intelligence & Insights and the Sales Intelligence Senior Analyst 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.

Responsibilities

• Assist with request intake and prioritization of incoming analytics requests from multiple cross-functional stakeholders (e.g., Industry Leads, Marketing, Sales Leadership).
• Ensure understanding of the desired business outcome, the data needed, and prioritization to deliver 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, and provide key insights.

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.

Requirements

• 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.

Benefits

• 8 health plan options (both HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short and long-term disability coverage.
• 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.
• 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.