Baker Tilly

  • Senior CRM Report Specialist

    Job Locations US-MI-Southfield | US-IL-Chicago | US-WI-Milwaukee | US-WI-Madison | US-MN-Minneapolis
    Job ID
  • Overview

    Baker Tilly Virchow Krause, LLP (Baker Tilly) is a nationally recognized, full-service accounting and advisory firm whose specialized professionals connect with clients and their businesses through refreshing candor and clear industry insight. With approximately 2,700 employees across the United States, Baker Tilly is ranked as one of the 15 largest accounting and advisory firms in the country. Headquartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 territories, with over 33,000 professionals. The combined worldwide revenue of independent member firms is $3.4 billion.


    It’s an exciting time to join Baker Tilly!



    Baker Tilly Annual Report 2017 


    • Assist with ongoing data maintenance and reporting through
      • Create and execute the process and production of regional sales reports in support of regional, team and business unit needs
      • Produce ongoing tracking analysis and monitor pipeline performance against business metrics
      • Monitors data quality, data migrations and data integration
      • Perform tasks related to pipeline reporting and distribution, with significant use of Excel
      • Maintain and provide standard and ad hoc reporting and analytics of sales data for entire region
      • Ensure that new and existing reports are accurate and that all supporting data is properly reviewed
      • Assist in design of reports, dashboards as well as system modifications as needed
    • Collaborate with internal team to drive CRM adoption throughout the firm
      • Assists in the development of CRM training curriculum, including facilitation of end user training and creation of supporting training materials
      • Coordinate and collaborate with departments to include marketing, sales, IT and operations in defining reporting requirements, establishing time frames for delivery, reviewing for quality and reconciling data
    • Monitor regional data to pro-actively identify system and process improvements
      • Work to ensure data accuracy and make improvements where possible
      • Work with Salesforce Support team to identify, design and configure CRM solutions
      • Monitors, review and identifies areas within application that can be enhanced to increase sales efficiency and productivity
    • Manage tasks and projects in a fast-paced, collaborative environment, drive all issues to resolution with a strong focus on customer satisfaction and efficient task execution
      • Manage daily CRM User inquiries, tickets and data requests while providing appropriate levels of documentation and communication throughout
      • Create and document a framework to ensure effective operations controls and meaningful communication on reporting capabilities and activities
      • Engage key stakeholders and ensure proper training and uses of data insights and business intelligence applications
    • Maintain and demonstrate 100 percent compliance with all written security policies, governance procedures and change management controls



    • Bachelor's degree or equivalent experience 
    • Minimum 3-4 years of relevant sales reporting and analytical skills / experience
    • Minimum 1-2 years of experience with or other leading CRM application reporting and dashboard capabilities ( experience preferred) 
    • Strong use of Microsoft Office Suite
    • Demonstrated ability to drive sales effort through use of CRM
    • Strong interpersonal and communication skills
    • Excellent work ethic, attention to detail and commitment to service excellence
    • Strong project management skills and the ability to use time effectively to prioritize as well as manage multiple projects with time-sensitive deadlines
    • Ability to work independently

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    Baker Tilly Virchow Krause, LLP is an equal opportunity/affirmative action employer.