Revenue Intelligence Analyst

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? The Revenue Intelligence Analyst supports professionals by analyzing Salesforce, marketing, and client data to identify qualified growth opportunities. This role is responsible for evaluating marketing-generated leads, identifying cross-selling opportunities within existing clients, and providing data-driven insights that help prioritize outreach and maximize revenue potential. Working closely with Marketing, Business Development, Sales Operations, and Data Quality, the analyst develops reports and dashboards that improve lead visibility, measure campaign effectiveness, and support firm growth initiatives.

Requirements How You'll Contribute:

Pipeline & Revenue Intelligence

• Build and maintain Salesforce dashboards for lead generation, pipeline activity, and cross-sell opportunity performance
• Monitor key KPIs such as lead conversion, opportunity progression, campaign and event ROI, and cross-sell success
• Evaluate lead quality based on predefined qualification criteria.
• Identify high-potential prospects using firmographic, industry, engagement, and CRM data.
• Recommend lead prioritization for follow-up.
• Monitor lead conversion through the sales pipeline and identify areas for improvement

Growth & Client Expansion Analytics

• Analyze existing client relationships to identify opportunities for additional services.
• Identify clients with low service penetration across practice areas.
• Develop reports highlighting whitespace opportunities by client, industry, and department

Partner & Collaboration Insights

• Analyze 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

What Skills You'll Bring:

• 2-5 years of experience in business analytics, sales analytics, marketing analytics, or CRM analytics
• Experience working with Salesforce reporting and dashboards
• Experience with BI tools such as Domo, Power BI, or Tableau
• Strong analytical skills with the ability to identify trends and business opportunities
• Excellent communication and presentation skills

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.