Sales Operations Intern

Summary

Join Level, a performance-focused digital marketing agency, as a Sales Operations Intern this summer for a fully remote, part-time (20 hours/week) internship running from June to August. You'll work alongside experienced mentors, gaining hands-on experience in business operations, sales enablement, and CRM management. Responsibilities include CRM data audits, building prospect lists, developing automated reports, and optimizing sales processes. The internship includes weekly professional development training and one-on-one check-ins. Based on performance, there's a potential for a full-time role. Apply even if you don't meet every requirement; Level values diversity and inclusion.

Requirements

• Advanced Excel/Google Sheets skills (formulas, pivot tables)
• Customer service, sales, or administrative experience
• Strong attention to detail and ability to spot inefficiencies
• Comfortable learning and using new software/tools quickly
• Strong written communication for documentation and reporting
• Ability to adapt in fast-paced environments
• Problem-solving mindset with a focus on process improvement
• Ability to prioritize tasks and manage time effectively
• Experience working in team settings and collaborating on projects
• Interest in business operations, sales, or process optimization
• Willingness to take initiative and work independently when needed

Responsibilities

• Be paired with an experienced mentor on our Growth Team who will guide your learning and provide real-world insights into sales operations and CRM best practices
• Participate in a group orientation during the first week to learn about Level’s systems, processes, and creative approach to digital marketing
• Conduct a full audit of assigned CRM records, identifying gaps, inconsistencies, and opportunities for improvement
• Build and refine three targeted prospect lists to enhance sales team efficiency and outreach effectiveness
• Develop two automated reports or dashboards that track key sales metrics, improving visibility into pipeline performance and business trends
• Work collaboratively with the sales and marketing teams to improve CRM data hygiene and streamline reporting processes
• Gain hands-on experience with CRM platforms and data analysis tools
• Apply problem-solving and process improvement skills to optimize workflows and enhance team efficiency
• Engage in weekly professional development training sessions and regular one-on-one check-ins with your manager to receive feedback, track progress, and refine your skills
• Independently own a project focused on a key content initiative, providing a portfolio-worthy deliverable
• Complete a final presentation to showcase your findings, insights, and contributions to sales operations
• Review, clean, and organize assigned CRM records to improve data accuracy and usability for sales insights
• Build and refine three high-quality prospect lists to enhance sales outreach and lead generation efforts
• Develop two dashboards or automated reports that track key sales metrics and improve visibility for sales leadership
• Identify inefficiencies in CRM usage and sales reporting, providing recommendations for improvement
• Work closely with sales and marketing teams, receiving hands-on experience in sales operations and data management
• Present key insights and recommendations to leadership, demonstrating the value of CRM optimization and sales process improvements

Preferred Qualifications

Experience with CRM platforms (HubSpot, Salesforce, Zoho) or data

Benefits

• Fully remote internship
• Potential to transition into a full time role
• Weekly professional development training sessions and regular one-on-one check-ins