At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities:

• Support the planning, execution, and monitoring of marketing and sales initiatives from conception through completion
• Develop and maintain a strong understanding of organizational policies and governance frameworks relevant to marketing and sales operations
• Document and communicate policy updates to relevant teams, including change management components
• Contribute to process documentation and continuous improvement initiatives
• Support end-to-end business process analysis and oversight, with particular focus on Dynamics 365 (D365) workflows and associated documentation to ensure user adoption and success measurement
• Monitor project progress, metrics, and performance through D365 and other analytics tools; identify blockers and escalate issues as needed
• Create D365 dashboards, reports, and visualizations to support user adoption, account, lead, and opportunity management; work with the Growth Intelligence and Insights team on reports leveraging data from Workday

Qualifications:

• Bachelor's degree or equivalent combination of education and related work experience
• 2+ years of sales operations experience in a professional services firm, including hands-on use of a CRM system
• 2+ years of project management experience
• Experience with full cycle sales processes
• Advanced proficiency in Excel and foundational SQL experience
• Clear, concise, and advanced oral and written communication skills
• Ability to plan, prioritize, and organize multiple projects simultaneously under pressure and time deadlines
• Ability to analyze data and recommend solutions.
• Ability to navigate through ambiguity and approach opportunities in a flexible and creative manner

Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-remote #LI-CS1
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com .
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $60,000-81,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.