Job Description

Overview

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

The Lead Generation Specialist will support marketing and sales efforts for Wipfli by facilitating go-to-market motions through developing leads, outbound business-to-business calls, prospecting, and target research.

Responsibilities

• Conducts preliminary research on prospects and promptly follows up on assigned leads for qualification.

• Participates in call down activities on assigned lists, both prospect targets and impression follow up (website, buyer intent, webinars, downloads, etc.)

• Lead generation and development of potential prospects. Upon qualification, identifies correct associate to continue the pursuit and passes the lead/opportunity.

• Prospects for new clients through inbound and outbound activities.

• Coordinates handoff meetings with relationship executives or pursuit teams.

• Using industry and offering knowledge, tailors Wipfli's value proposition and capabilities to the individual client's business needs.

• Tracks activities in CRM and completes administrative functions to ensure client records are accurate and up to date.

• Responsible for meeting or exceeding individual revenue and other assigned goals.

Knowledge, Skills and Abilities

Qualifications

• Bachelor's degree in Marketing, Communications, Business, or other job related major, or an equivalent level of job-related experience

• 1+ years of experience

Preferred Qualifications

• Experience with Microsoft Dynamics CRM or similar CRM solution

• Experience with Outreach, ZoomInfo and other sales research and sales acceleration tools

• Experience with lead generation and/or sales development roles

Alaina Lister, from our recruiting team, will be guiding you through this process. Visit herLinkedIn ( page to connect!

Additional Details

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 to $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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

"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.

Job LocationsUS

Job ID 2025-7528

Category Business Development

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