Sales Operations Internship

Responsibilities:

CRM Management & Data Maintenance:

• Create, update, and maintain contact and company records within the CRM.  
• Ensure records contain all required fields and comply with CRM data standards. 
• Add notes, activities, ownership information, tags, and other relevant details accurately. 
• Monitor CRM data quality and maintain database hygiene.  

Company Research:

• Research prospective companies and collect relevant information, including:  
• Company website 
• Location 
• Industry 
• Assets Under Management (AUM), where applicable 
• Company size and key business information 
• Verify information from reliable sources before entering it into the CRM.  

Contact Research:

• Identify and verify decision-makers and relevant stakeholders.  
• Research contact names, job titles, email addresses, and professional profiles. 
• Locate and validate LinkedIn profiles and other publicly available information.  

Data Quality & Validation: 

• Review CRM records for completeness, accuracy, and consistency.  
• Perform quality checks on data collected through research or AI-assisted processes. 
• Ensure data entered meets established validation and formatting standards.  

Duplicate Management:

• Identify duplicate company and contact records.  
• Merge and clean duplicate records following established CRM procedures. 
• Maintain a clean and organized database.  

CRM Operations Support:

• Data imports and exports  
• CRM filtering and segmentation 
• Mass updates and bulk record management 
• Reporting and data organization projects 
• Support CRM optimization initiatives as assigned.  

Sales Intelligence & ICP Research:

• Learn and understand the organization's Ideal Customer Profiles (ICPs).  
• Evaluate whether companies and contacts align with target customer criteria. 
• Support lead qualification and database enrichment activities.  

Documentation & Process Compliance:

• Follow documented CRM and sales operations procedures.  
• Escalate issues or uncertainties to appropriate stakeholders (CRM Team, Business Operations, Managers). 
• Maintain confidentiality and data security standards.  

Requirements:

• Currently pursuing or recently completed a degree in Business, Marketing, Sales, Information Systems, Data Analytics, or a related field.  
• Strong attention to detail and organizational skills. 
• Excellent internet research and analytical abilities. 
• Strong written communication skills. 
• Comfortable working with spreadsheets and data. 
• Ability to follow processes and maintain data accuracy. 
• Proficiency in Microsoft Excel or Google Sheets.  

Preferred Qualifications:

• Familiarity with CRM platforms such as Salesforce, HubSpot, or Zoho CRM.  
• Understanding of B2B sales, lead generation, or business development processes. 
• Experience with LinkedIn research and professional networking platforms. 
• Knowledge of data validation and quality assurance practices.  

Key Skills:

• CRM Management  
• Data Entry & Validation 
• Lead Research 
• Company Research 
• Contact Research 
• Data Quality Control 
• Problem Solving 
• Attention to Detail 
• Business Research 
• Sales Operations Support 
• Time Management