Client Intelligence & Market Analysis• Design and generate comprehensive client insight reports, and ideal client profile analyses to support targeted business development initiatives.• Generate key collateral to support sales, including general and customized analysis of sector-specific themes and insight.• Conduct in-depth competitive landscape analyses, market positioning assessments, and industry trend research to inform strategic decision making.• Lead discovery work to assess marketing campaign feasibility, identify optimal target audiences, and recommend strategic focus areas for growth initiatives.• Perform detailed market intent analyses using Bombora and similar platforms to identify high-potential prospects and market opportunities.System & Data Management• Serve as technical subject matter expert for business intelligence data within Microsoft Dynamics D365 and ZoomInfo.• Work cross-functionally to manage project flow within the team and for key stakeholders.• Ensure data quality and integrity across multiple data sources, implementing governance practices for business intelligence analytics.• Manage and continuously enhance the Business Intelligence content repository for optimal accessibility and usability.Strategic Communication & Collaboration• Translate complex analytical findings into compelling presentations and strategic recommendations for senior leadership and stakeholders.• Partner with business development and marketing teams to understand information needs and deliver maximum-value analytics deliverables.• Collaborate with industry practice leaders to provide customized intelligence relevant to specific markets and client segments.• Build relationships across the organization to understand strategic objectives and align analytical outputs with business prioritiesSkills and Abilities: • Strategic Analysis: Ability to connect analytical findings to business strategy and competitive positioning in professional services markets.• Advanced Technical Skills: Expert-level capabilities in Excel, Power BI, D365, and emerging AI-powered analytics platforms.• Communication Excellence: Outstanding written and verbal communication skills with ability to present complex insights and interact consultatively with various stakeholders.• Attention to Detail: Proven track record of delivering accurate, high-quality analytical outputs under deadline pressure.• Project Management: Self-motivated and able to manage multiple complex analytical initiatives simultaneously.• Collaborative Leadership: Experience influencing cross-functional teams and driving consensus around data-driven recommendations.• Industry Expertise: Deep understanding of professional services business development, client acquisition, and competitive landscape dynamics.
• Master's degree in business administration (Marketing/Analytics/sales focus) OR Bachelor's degree with 6+ years of progressive business intelligence experience in professional services environment.• 6-9 years of experience in business intelligence, competitive analysis, or market intelligence roles.• Advanced Excel proficiency including Power Query and automation techniques.• Microsoft Dynamics D365 expertise with custom reporting and CRM analytics capabilities.• Generative AI tools experience including MS Copilot and Copilot Studio for agent development and task automation.• Intent data platforms experience (Bombora) and prospecting tools expertise (ZoomInfo, Sales Navigator, etc.).• Professional services industry knowledge with understanding of consulting business models and competitive dynamics.
What the Team is Saying
.jpeg)
.jpeg)
Wipfli Compensation & Benefits Highlights
-
Leave & Time Off Breadth — Policies include flexible/unlimited PTO, paid holidays, wellness or floating days, and paid volunteer time. This breadth provides multiple avenues to rest and recharge beyond standard vacation.
-
Parental & Family Support — Offerings include paid parental leave, adoption assistance, and expanded family‑formation benefits such as fertility and surrogacy support. Family medical leave and mental‑health resources further reinforce support for caregivers.
-
Inclusive Benefits Coverage — Benefits explicitly include transgender health care and medical travel to ensure access to quality care, alongside fertility, adoption, and surrogacy support. This design signals attention to diverse associate needs across locations and life stages.
Wipfli Insights
Similar Jobs
What We Do
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients. "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.
Why Work With Us
At Wipfli, people count. Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.
Gallery
Wipfli Teams
Wipfli Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.
