Supports the Sales Operations team with HubSpot CRM maintenance, sales data organization, Excel reporting, dashboard development, workflow automation, data cleaning, process testing, SOP documentation, and ad-hoc analysis. The intern will learn CRM administration, reporting, automation, and process improvement while identifying manual tasks that can be optimized.
Sales Operations & Automation InternAbout the Role
We are looking for a Sales Operations & Automation Intern to support our Sales Operations team with HubSpot, data management, reporting and process automation.
This is a good opportunity for someone who is interested in Data Analytics, CRM and automation and wants to gain hands-on experience working with real business processes.
What You'll Do- Support day-to-day HubSpot CRM updates and maintenance
- Help maintain and organize sales data and ensure information is accurate
- Assist with Excel reports, data analysis and basic dashboards
- Support HubSpot workflow and automation setup and testing
- Help with data cleaning, duplicate checking and field mapping
- Assist in testing new HubSpot processes before they go live
- Help document SOPs and step-by-step processes
- Support the Sales Operations team with ad-hoc data and reporting tasks
- Learn and assist with identifying manual processes that can be automated
Must-haves:
- Basic knowledge of Microsoft Excel
- Good attention to detail and comfortable working with data
- Interested in Data Analytics, CRM or Automation
- Willingness to learn HubSpot and new tools
- Good communication and organizational skills
- Able to work independently and follow processes
Nice-to-haves:
- Basic knowledge of HubSpot or any CRM
- Familiarity with Excel formulas such as VLOOKUP/XLOOKUP, IF, COUNTIF, etc.
- Basic understanding of data analysis
- Interest in automation or AI tools
During the internship, you will gain hands-on experience in:
- HubSpot CRM & workflows
- Sales Operations
- Data Analytics & reporting
- Excel and data management
- CRM automation
- Process improvement and SOP documentation
- AI and automation tools
By the end of the internship, you should be able to:
- Confidently manage basic HubSpot and CRM tasks
- Work independently with Excel and sales data
- Understand our sales processes and SOPs
- Assist with HubSpot automation and testing
- Identify simple manual processes that can be improved or automated
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