Sales Operations Internship (crm & Data Management)

Cognito Excellence; Wilmette (IL); Hybrid; USD 21,000 - 30,000; Full time

Job summary

Cognito Excellence is offering a Sales Operations Intern (BDR Support) role in Wilmette, IL. You will gain hands-on experience in CRM management, data quality initiatives, and sales database maintenance.

The internship focuses on maintaining accurate CRM records, conducting company research, and supporting data-driven sales processes. The position emphasizes learning Salesforce, HubSpot, or Zoho CRM platforms, performing data validation, and contributing to lead qualification and data

Qualifications

• Currently pursuing or recently completed a degree in Business, Marketing, Sales, Information Systems, Data Analytics, or related field.
• Strong attention to detail and organizational skills.
• Excellent internet research and analytical abilities.
• Comfortable working with spreadsheets and data.
• Proficiency in Microsoft Excel or Google Sheets.

Responsibilities

• Clean and maintain CRM records including contact and company information.
• Conduct company research to gather location, industry, and assets under management (AUM).
• Identify and verify decision-makers for business development.
• Review CRM data for accuracy and perform quality checks.
• Identify and clean duplicate records in the database.
• Assist with data imports, exports, CRM filtering, segmentation, and reporting projects.
• Support lead qualification by understanding Ideal Customer Profiles (ICPs).
• Maintain compliance with documented CRM and sales operations procedures.

Skills

Attention to detail

Organizational skills

Internet research

Analytical abilities

Spreadsheet proficiency

Education

Bachelor's degree in Business, Marketing, Sales, Information Systems, Data Analytics, or related field

Tools

Microsoft Excel

Google Sheets

Job description

What's this about:

We are seeking a Sales Operations Intern (BDR Support) interested in CRM management, data quality initiatives, and sales database maintenance.

What you'll actually do:

• Clean and maintain CRM records including contact and company information
• Conduct company research to gather relevant details like location, industry, and assets under management (AUM)
• Identify and verify decision‑makers for business development
• Review CRM data for accuracy and perform quality checks
• Identify and clean duplicate records in the database
• Assist with data imports, exports, CRM filtering, segmentation, and reporting projects
• Support lead qualification by understanding Ideal Customer Profiles (ICPs)
• Maintain compliance with documented CRM and sales operations procedures

Who fits this:

• Currently pursuing or recently completed a degree in Business, Marketing, Sales, Information Systems, Data Analytics, or related field
• Strong attention to detail and organizational skills
• Excellent internet research and analytical abilities
• Comfortable working with spreadsheets and data
• Proficiency in Microsoft Excel or Google Sheets

Why this internship is worth it:

• Gain hands‑on experience with CRM platforms such as Salesforce, HubSpot, or Zoho CRM
• Develop skills in B2B sales, lead generation, and business development processes
• Learn data validation and quality assurance practices