Join EY as a CRM Specialist (Supervising Associate) and play a pivotal role in managing CRM opportunity tracking for EY's Next Frontier initiatives. This position is key to enhancing pipeline visibility, delivering crucial weekly reports, and analyzing conversion metrics to drive strategic decisions and revenue growth.

You will leverage your strong understanding of EY's CRM and sales processes, coupled with advanced Excel skills, to translate complex pipeline data into actionable insights for leadership and project teams. Experience with AI tools for reporting is a significant advantage for this role.

Own the end-to-end CRM opportunity tracking for Quantum, Physical AI, and other Next Frontier initiatives.

Maintain data integrity for pipelines, opportunity statuses, and ownership.

Generate comprehensive weekly CRM pipeline reports for leadership.

Conduct in-depth analysis of opportunity conversion rates and sales cycles.

Identify key pipeline trends, potential risks, and areas for improvement.

Reconcile CRM data with various workstream inputs and sales updates.

Contribute to revenue forecasting by tracking opportunity progression and close probabilities.

Prepare clear and concise summaries, dashboards, and Excel views to support decision-making.

Collaborate with sales, operations, and initiative leads to elevate data quality.

Utilize AI tools to streamline report generation and enhance insight development.

Demonstrate a robust understanding of EY's CRM and sales methodologies.

Possess advanced Microsoft Excel proficiency, including formulas, pivot tables, and structured reporting.

Exhibit a strong ability to analyze sales pipeline data and articulate clear business insights.

Maintain meticulous attention to detail and a commitment to data accuracy.

Have proven experience in preparing weekly reports for senior stakeholders.

Exhibit a good grasp of opportunity stages, pipeline health, and sales conversion dynamics.

Showcase the capability to identify trends, risks, and necessary follow-up actions from CRM data.

Be comfortable using AI tools to refine reporting processes and summaries.

Possess clear written and verbal communication skills.

Demonstrate the ability to work autonomously while collaborating effectively with global teams.

Exhibit strong stakeholder management and follow-up discipline.