Revenue Intelligence Analyst
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About the role
Kaufman Rossin provides accounting, advisory, tax, assurance, and investment services to businesses and clients. The analyst evaluates leads and client data, builds reports and dashboards, and identifies pipeline and cross-selling opportunities.
What you'll do
- Build and maintain Salesforce dashboards for leads, pipeline, and cross-sell activity
- Monitor conversion, opportunity progression, campaign ROI, and cross-sell KPIs
- Evaluate lead quality and recommend prospects for follow-up
- Analyze client relationships to identify service expansion opportunities
- Measure referral and collaboration patterns across service lines
- Develop partner and leadership scorecards
Skills
Must have
- Sales analytics
- Marketing analytics
- CRM analytics
- Salesforce reporting
- Dashboard development
- Lead qualification
- Pipeline analytics
- Cross-sell analysis
Tools
Who it's for
- Experience
- 2 to 5 years
- Domain
- professional services
About Kaufman Rossin
Kaufman Rossin has 18 open roles in Bangalore, at Kaufman Rossin Bangalore (Branch Office). See every Kaufman Rossin role.
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