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Job details:
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
- Maintain and update CRM data quality procedures, hygiene checklists, SOPs, field definitions, and related documentation
- Document recurring data issues and recommend updates to processes, procedures, or training materials that improve data quality and consistency
- Identify recurring data quality patterns and trends over time, and surface opportunities for process improvement or automation to Growth leadership
- Serve as a resource for CRM users by answering questions related to data entry requirements, pipeline standards, and opportunity management procedures
- Assist with the creation, maintenance, and modification of CRM reports, dashboards, and data quality monitoring tools
- Help promote consistent pipeline definitions, data standards, and CRM practices across NetSuite and other approved CRM platforms, including Salesforce, HubSpot, or future systems
Required Qualifications:
- 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 standards
- 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 pipeline-related scenarios
- 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 professionally
- 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
Desired Qualifications:
- 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
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
About EisnerAmper India:
EisnerAmper (India) Consultants Pvt. Ltd. (“EA India”) is a subsidiary of Eisner Advisory Group LLC (“EA Group”), which practices in an alternative practice structure with EisnerAmper LLP. EA India employees provide advisory services to clients of EA Group and audit services to clients of Eisner Amper LLP and comply with the professional standards applicable to each of EA India, EA Group and EisnerAmper LLP. EA India employees also provide operational services to EA Group and EisnerAmper LLP. The policies and procedures of EA India, including obligations of confidentiality and non-disclosure, apply to all services provided by EA India employees.All applicants are applying to positions for employment with EA India, and not EA Group or EisnerAmper LLP.
EA India opened its first office in Mumbai in 2007. Over the years, our India footprint has expanded to include offices in Bengaluru, Hyderabad and Ahmedabad. We are a culturally diverse pool of over 1000 professionals supporting our global clientele from a range of startups to Fortune 500 entities.
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