Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you!
Kaufman Rossin Professional Services Private Limited’s (the “Company”) offices are located in the World Trade Center (WTC) in Bangalore, Karnataka, India, and at Udyog Vihar, in Gurgaon, Haryana, India.
The Bangalore office provides a range of services, including risk management, corporate governance, tax, assurance, and family office services. Out of the Gurgaon office, we render highly specialized back-office alternative investment services for global hedge funds and related fund types. As one of the top accounting firms in the US, our foundation is “people first”. In the words of James Kaufman, one of our founders, “We prioritize our people, their development, and their well-being. Our values are translated into action every day."
Kaufman Rossin, headquartered in Miami, Florida has been celebrated as the Best Place to Work in South Florida more than a dozen time. The firm has grown to over 700 employees, with offices spanning the tri-county area and, sister entities, Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.
The Firm is ranked 49th among the top 100 firms in the US by Inside Public Accounting 2023. Internationally, the Firm has offices in Bangalore and Haryana in India and the Ivory Coast in Africa
Think you have what it takes?
The Revenue Intelligence Analyst supports professionals by analyzing Salesforce, marketing, and client data to identify qualified growth opportunities. This role is responsible for evaluating marketing-generated leads, identifying cross-selling opportunities within existing clients, and providing data-driven insights that help prioritize outreach and maximize revenue potential.
Working closely with Marketing, Business Development, Sales Operations, and Data Quality, the analyst develops reports and dashboards that improve lead visibility, measure campaign effectiveness, and support firm growth initiatives.
Requirements
How You’ll Contribute:
Pipeline & Revenue Intelligence
- Build and maintain Salesforce dashboards for lead generation, pipeline activity, and cross-sell opportunity performance.
- Monitor key KPIs such as lead conversion, opportunity progression, campaign and event ROI, and cross-sell success.
- Evaluate lead quality based on predefined qualification criteria.
- Identify high-potential prospects using firmographic, industry, engagement, and CRM data.
- Recommend lead prioritization for follow-up.
- Monitor lead conversion through the sales pipeline and identify areas for improvement.
Growth & Client Expansion Analytics
- Analyze existing client relationships to identify opportunities for additional services.
- Identify clients with low service penetration across practice areas.
- Develop reports highlighting whitespace opportunities by client, industry, and department.
Partner & Collaboration Insights
- Analyze referral and collaboration patterns across service lines
- Measure performance by Professionals
- Evaluate how collaboration impacts win rates and deal size
- Develop partner and leadership scorecards that support accountability and behavior change
What Skills You’ll Bring:
- 2–5 years of experience in business analytics, sales analytics, marketing analytics, or CRM analytics.
- Experience working with Salesforce reporting and dashboards.
- Experience with BI tools such as Domo, Power BI, or Tableau.
- Strong analytical skills with the ability to identify trends and business opportunities.
- Excellent communication and presentation skills.
How You'll Stand Out:
- Strong attention to detail and accuracy.
- Ability to manage multiple tasks and deadlines in a fast-paced environment.
- Collaborative and inclusive team environment.
Benefits
- Work-Life Balance
- People First Company
- Hybrid work policy
- Working directly with peers in the US
We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.
Skills Required
- 5+ years of experience in revenue analytics, sales analytics, FP&A, or growth intelligence
- Experience working with Salesforce
- Experience with BI tools such as Domo and building dashboards/reports
- Comfort analyzing pipeline, forecasting, win rates, and sales performance metrics
- Strong analytical and problem-solving skills with ability to translate data into business insight
- Strong communication skills and ability to influence without direct authority
- Exposure to predictive analytics, AI-assisted modeling, or advanced forecasting
- Professional services experience
- Strong attention to detail and accuracy
- Ability to manage multiple tasks and deadlines in a fast-paced environment
What We Do
Kaufman Rossin is a leading independent CPA and advisory firm providing a comprehensive range of services including audit, tax, and business consulting. Founded in 1962, the firm supports organizations through various stages of growth with specialized expertise in areas like risk advisory, wealth management, and insurance. They are recognized as a top-tier firm in the U.S., known for their commitment to client service, innovation, and a supportive, inclusive company culture.
