Strategic Role Summary
We’re looking for a detail-oriented and curious intern to join our CRM Strategy & Solutions team and support the scalability, governance, and continuous improvement of our Salesforce ecosystem.
This role sits at the intersection of systems, data, and business operations. You’ll help ensure Salesforce remains a reliable and structured source of truth, while also contributing to broader initiatives that improve how data is captured, standardized, and leveraged across the organization. Working closely with CRM, Revenue Operations, and go-to-market teams, you’ll gain hands-on experience in both the technical and strategic sides of CRM management within a high-growth AdTech environment.
This is an ideal opportunity for someone early in their career who is interested in CRM systems, data governance, and how technology enables revenue teams to operate at scale.
Key Responsibilities
Data Auditing & Governance
Conduct regular audits of Salesforce records (Accounts, Contacts, Opportunities) to identify duplicates, missing fields, and inconsistencies
Support ongoing data governance efforts to maintain Salesforce as a clean and trusted system of record
Data Standardization & Structure
Apply and enforce naming conventions, field standards, and account hierarchies across advertiser and publisher records
Help maintain consistency in how data is structured to support reporting, segmentation, and operational workflows
Reporting & Data Quality Insights
Build and maintain Salesforce reports and dashboards that track data hygiene, completeness, and adoption of standards
Surface trends and recurring issues to inform system and process improvements
Process & Documentation
Document CRM workflows, field definitions, and data governance best practices
Contribute to scalable documentation that supports onboarding, training, and system adoption
Cross-Functional Enablement
Partner with Revenue Operations, Sales, Finance, and Marketing to resolve data discrepancies and support reporting needs
Assist with ad-hoc requests tied to pipeline visibility, attribution, and performance tracking
Systems & Process Improvement
Support the design, testing, and rollout of Salesforce enhancements (e.g., validation rules, automation, field updates)
Contribute to initiatives that improve upstream data capture and reduce manual effort through better system design
Required and Preferred Qualifications
Required:
Exposure to Salesforce (coursework, internship, or self-learning such as Trailhead)
Proficiency in Excel or Google Sheets
Strong attention to detail and organizational skills
Comfort navigating ambiguity and learning new systems quickly
Analytical mindset with a proactive approach to problem-solving
Interest in CRM systems, AdTech, SaaS, or go-to-market strategy
Salesforce Trailhead completion or certifications
Cultural Fit & Values Alignment
Systems-oriented: You’re interested in how tools, data, and processes connect across a business
Detail-driven: You value accuracy and consistency, especially when working with data
Curious: You ask thoughtful questions and seek to understand the “why” behind processes
Collaborative: You enjoy working across teams and contributing to shared outcomes
Ownership mindset: You take initiative and look for opportunities to improve systems and workflows