eisneramper
Advisory Coordinator - Sales Pipeline Data Analyst
- Compensation
- Not disclosed
- Location
- Mumbai
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 2+ years
- Category
- Data analytics
- Posted
Skills
Must have
- Bachelor’s degree of equivalent experience in business administration, sales operations, data management, or related field
- 2+ years of experience working with CRM systems, including data entry, cleanup, or quality assurance
- Exceptional attention to detail and demonstrated commitment to data accuracy. Ability to identify discrepancies, investigate root causes, and ensure information is maintained to the highest quality st
- Strong critical thinking and problem-solving skills, with the ability to apply practical business judgment when evaluating opportunity data, ownership, stage progression, attribution, and other pipeli
- Strong written and verbal communication skills, including the ability to ask thoughtful questions, obtain missing information, follow up persistently, and communicate data quality concerns clearly and
- Confidence and professionalism in holding stakeholders accountable to established CRM data standards and following through on corrective actions when needed.
- Ability to maintain a work schedule that includes at least 3-4 hours of regular overlap with U.S. business hours, with flexibility to participate in scheduled meetings across U.S. time zones as needed
Nice to have
- Experience with NetSuite CRM or comparable CRM platforms such as Salesforce, HubSpot, Microsoft Dynamics, or similar systems
- Strong Excel skills, including experience working with large datasets, filtering, sorting, lookup functions, and pivot tables
- Familiarity with sales pipeline concepts, including opportunity stages, forecasting, lead attribution, opportunity ownership, and sales reporting
- Experience identifying data quality issues and implementing corrective actions within CRM or operational systems
- Experience supporting a professional services, consulting, accounting, advisory, or business development organization
- Exposure to SQL/BI/reporting tools (PowerBI, Tableau), or data visualization is a plus, as the role may grow to include deeper pipeline analytics
- Experience using approved AI, automation, or data analysis tools to improve data quality, reporting, or operational workflows
Full description
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Job Description
EisnerAmper is seeking a Sales Pipeline Data Specialist to support data quality across the Advisory Services Group and Outsourced Services Group. Reporting into the Growth team, you will audit, clean, and maintain sales pipeline data: resolving duplicate records, enforcing stage and field standards, and closing out stale opportunities.
You will work closely with the Advisory Services and Outsourced Services growth teams, business development professionals, and practice leadership to ensure pipeline reporting, forecasting, and KPIs are built on reliable, trustworthy data.
What it Means to Work for EisnerAmper:
- You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry.
- You will have the flexibility to manage your days in support of our commitment to work/life balance.
- You will join a culture that has received multiple top “Places to Work” awards.
- We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.
- We understand that embracing our differences is what unites us as a team and strengthens our foundation.
- Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work.
- Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts.
Responsibilities:
- Conduct ongoing audits of CRM and pipeline data to identify duplicate, stale, incomplete, inaccurate, or non-compliant records
- Perform daily, weekly, monthly, and quarterly pipeline hygiene activities to maintain data quality standards across NetSuite CRM and other approved CRM platforms
- Review opportunity records for completeness and accuracy, validating required fields, stage classifications, ownership assignments, close dates, service line coding, originator attribution, and other required data elements
- Correct data issues directly within CRM systems and follow up with opportunity leaders and/or other stakeholders to obtain missing or inaccurate information
- Monitor aging, stalled, dormant, duplicate, and misclassified opportunities and work with stakeholders to ensure timely updates and appropriate disposition
- Investigate and resolve data quality exceptions that cannot be addressed through automated tools, escalating issues when appropriate.
- Support the accuracy of pipeline reporting, forecasting, and analytics by maintaining clean and reliable CRM data
- Prepare and distribute pipeline hygiene reports, scorecards, exception lists, and data quality findings to Growth and practice leadership
- Support pipeline review meetings through data preparation, action-item tracking, and follow-up activities