Sales Operations Internship
Your tasks
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