Sales Operations Internship (CRM & Data Management)

Position Overview

We are seeking a detail-oriented and analytical Sales Operations Intern (BDR Support) 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.

Key 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

• Assist with data imports and exports.
• Support CRM filtering and segmentation.
• Assist with mass updates and bulk record management.
• Support 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, including the CRM Team, Business Operations, and Managers.
• Maintain confidentiality and data security standards.

Required Qualifications

• 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.