Opportunity brief
Position Overview: We are seeking a detail-oriented and analytical Sales Operations Intern to assist with CRM management, data quality initiatives, company research, and sales database maintenance. This role is ideal for students or recent graduates interested in sales operations, business development, CRM systems, data management, and revenue operations. The intern will work closely with the Business Development, CRM, and Business Operations teams to ensure accurate, organized, and high-quality sales data that supports prospecting and business growth efforts. Responsibilities of the Intern: 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. Research prospective companies and collect relevant information, including company website, location, industry, Assets Under Management (AUM), company size, and key business information. Verify information from reliable sources before entering it into the CRM. 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. 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. Identify duplicate company and contact records. Merge and clean duplicate records following established CRM procedures. Maintain a clean and organized database. Assist with data imports and exports. Support CRM filtering, segmentation, mass updates, bulk record management, reporting, and data organization projects. Support CRM optimization initiatives as assigned. 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. 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. 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 and Validation Lead Research Company Research Contact Research Data Quality Control Problem Solving Attention to Detail Business Research Sales Operations Support Time Management