Revenue Intelligence Manager

Posted Yesterday
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Bengaluru, Bengaluru Urban, Karnataka, IND
In-Office
Senior level
Insurance • Professional Services • Consulting • Financial Services
The Role
Lead revenue and pipeline analytics by translating Salesforce and firm data into actionable insights. Diagnose pipeline performance, identify growth and cross-sell opportunities, measure partner collaboration, analyze pricing and profitability, and build automated dashboards and executive reporting to drive revenue growth and improve conversion.
Summary Generated by Built In

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?

Seeking a Revenue Intelligence Manager to transform Salesforce and firm data into actionable insights that drive revenue growth, improve opportunity conversion, and influence partner behavior.

This is not a traditional reporting role. The Revenue Intelligence Manager is responsible for diagnosing pipeline performance, identifying growth opportunities, and translating data into insights that inform decision-making and behavior to increase sales.


Requirements

How You’ll Contribute:

Pipeline & Revenue Intelligence

  • Design and maintain standardized pipeline KPIs aligned with firm growth goals
  • Analyze pipeline performance by stage, probability-weighted revenue, win rates, and sales cycle length
  • Identify stalled opportunities, bottlenecks, and leakage points
  • Monitor forecast accuracy versus actual results
  • Track backlog conversion to billed revenue

Growth & Client Expansion Analytics

  • Identify cross-selling and client expansion opportunities across service lines
  • Analyze service penetration by industry, client size, and relationship depth
  • Detect whitespace opportunities within existing clients
  • Segment accounts to support targeted BD and marketing initiatives
  • Support opportunity scoring based on historical win patterns

Partner & Collaboration Insights

  • Analyze internal 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

Pricing, Profitability & Financial Insights

  • Connect pipeline and opportunity data with revenue metrics
  • Analyze proposal pricing versus actual margin outcomes
  • Identify trends in write-downs, scope creep, and profitability risk

Salesforce Intelligence & Data Strategy

  • Translate business questions into Salesforce reporting and dashboard requirements
  • Ensure executive dashboards reflect strategic priorities—not just system fields
  • Automate recurring reporting where appropriate

What Skills You’ll Bring:

  • 5+ years of experience in revenue analytics, sales analytics, FP&A, or growth intelligence (professional services preferred)
  • Strong analytical and problem-solving skills with the ability to translate data into business insight
  • Experience working with Salesforce and BI tools such as Domo for reporting and dashboards
  • Comfort analyzing pipeline, forecasting, win rates, and sales performance metrics
  • Ability to work in a partner-driven, relationship-based sales environment
  • Strong communication skills with the ability to influence without direct authority
  • Exposure to predictive analytics, AI-assisted modeling, or advanced forecasting

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
Am I A Good Fit?
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The Company
700 Employees

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.

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