Sales Operations Intern


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Job Description

<p> Are you looking to join a hardworking team of professionals who make an impact? Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world's largest financial institutions. We are a fast-paced company that provides comprehensive benefits, a dynamic culture, and many opportunities for career growth. We focus on working hard to achieve results, and having fun along the way! Our mission is to enable everyone to understand and impact their financial future.</p> <p> As a Sales Operations Intern at Advicent, you will be responsible for customer and prospect specific research. You will also support the sales operations team with assigned projects and detailed follow-up to ensure project goals are achieved efficiently and professionally.</p>

What you’re accountable for

<ul> <li> Work with the sales operations and intern teams regarding all aspects of lead generation initiatives including data validity and accuracy, and mass data uploads.</li> <li> Help with CRM reporting and data facilitation by ensuring data is accurate and up-to-date.</li> <li> Expand upon and build new lead lists by researching existing lead lists, and visiting prospect, vendor and associate websites to find new leads.</li> <li> Keep current on web browsing techniques that will make duties more efficient.</li> </ul>

What skills are required

<ul> <li> Currently obtaining a Bachelor's Degree in Business, Marketing, Communications, Liberal Arts or related field</li> <li> High proficiency in Excel, including the ability to create reports, formulas, charts and graphs</li> <li> Experienced in customer service</li> <li> Strong verbal and written communications skills</li> <li> Must be available to work 15-20 hours per week during the school year</li> </ul>

Other preferred skills

<ul> <li> Strong entrepreneurial spirit with the ability to be flexible</li> <li> Self-motivated and open to learning and sharing new ideas</li> </ul>

Why join Advicent?

<ul> <li> Perks - flexible scheduling, free access to on-site fitness center, casual dress, free covered parking, free caffeine (coffee and soda)</li> <li> Company Culture - Collaborative, fast-paced, innovative environment where you are recognized for your performance. With monthly events, release celebrations, charity efforts and wellness initiatives, there's a little something for everyone.</li> <li> Professional Development - onboarding training, advancement potential, innovation day, cross-functional project opportunities, tuition reimbursement</li> </ul> <p> What do employees at Advicent do to succeed? We stay committed to our company mission statement, our 10 corporate beliefs, and we have fun! Think you have what it takes? Apply now and let's grow together!</p> <p> Advicent is an Equal Opportunity Employer. Must be authorized to work in the United States.</p>