
Intern – Sales Operations
Velera
internship
Posted on:
Location Type: Remote
Location: North Carolina • United States
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Job Level
About the role
- Assist with lead generation by researching and qualifying potential prospects.
- Maintain and update CRM systems with accurate and timely information.
- Prepare and organize sales presentations and materials for client meetings.
- Coordinate scheduling between prospects and sales representatives.
- Track and analyze key sales metrics and pipeline activity to support data-driven decisions.
- Collaborate with cross-functional teams (Sales, Marketing, Operations) to improve processes and enhance customer experience.
- Support administrative tasks that keep sales operations running efficiently.
- Leverage CRM tools to manage and update prospect data; familiarity with systems like Salesforce or HubSpot is a plus.
- Perform other duties as assigned.
Requirements
- Enrolled in an accredited undergraduate degree program – upperclassmen and graduate students preferred.
- Outstanding verbal and written communication skills, with the ability to coordinate thoughts, communicate, completely, and concisely.
- Strong, organizational, and detail skills, with the ability to consistently perform as business requests.
- Strong critical thinking, problem-solving, and cross-functional collaboration skills.
- Ability to adjust easily when directions and priorities change on short notice.
- Proficiency in MS Office Suite® with a heavy emphasis on Excel.
- Proficiency in software that applies to your major and function-specific internship.
- Passion for learning the Credit Union Industry.
- Believe in Velera’s culture and values.
- Ideal candidates have passion for their community as well as a commitment to diversity, equity, and inclusion.
Benefits
- Competitive wages
- Medical with telemedicine
- Dental and Vision
- Basic and Optional Life Insurance
- Paid Time Off (PTO)
- Maternity, Parental, Family Care Community Volunteer Time Off
- 12 Paid Holidays
- Company Paid Disability Insurance
- 401k (with employer match)
- Health Savings Accounts (HSA) with company provided contributions
- Flexible Spending Accounts (FSA)
- Supplemental Insurance
- Mental Health and Well-being: Employee Assistance Program (EAP)
- Tuition Reimbursement
- Wellness program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
lead generationCRM managementsales metrics analysisdata-driven decision makingorganizational skillscritical thinkingproblem-solvingMS Office SuiteExcel proficiency
Soft Skills
verbal communicationwritten communicationdetail orientationcross-functional collaborationadaptabilitypassion for learningcommitment to diversitycommitment to equitycommitment to inclusion