CRM Internship

Skills this role screens for

About the role

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.

The work

Key Responsibilities

• 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.
• Assets Under Management (AUM), where applicable
• 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.
• 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.
• 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.

Who they want

Required Qualifications

• 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.

Nice to have

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.

Who they want

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