Wipfli
Senior Analyst - Business Intel/ Digital Marketing
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Under the direction of the Senior Manager, Business Intelligence, the Senior Analyst is responsible for developing strategic client insights, competitive analyses, and market intelligence that drive business development and marketing effectiveness across the firm. This role serves as a key analyst for business intelligence initiatives, working cross-functionally with business development, marketing, and industry teams to identify growth opportunities and optimize client acquisition strategies
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.
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 you need to know about the Chennai Tech Scene
To locals, it's no secret that South India is leading the charge in big data infrastructure. While the environmental impact of data centers has long been a concern, emerging hubs like Chennai are favored by companies seeking ready access to renewable energy resources, which provide more sustainable and cost-effective solutions. As a result, Chennai, along with neighboring Bengaluru and Hyderabad, is poised for significant growth, with a projected 65 percent increase in data center capacity over the next decade.