Sales Operations Process Optimization Intern
- Complete a structured 12-week sales operations optimization project with defined weekly deliverables.
- Interview internal stakeholders across Sales, Program Management, Operations, Purchasing, Finance, and IT to document current-state workflows.
- Map Salesforce → Smartsheet → Plex data flows and identify manual steps, errors, and rework points.
- Document required opportunity data fields used by downstream teams.
- Develop standardized sales intake, qualification, and handoff templates.
- Redesign sales tracking Smartsheet to enforce consistent data entry and validation.
- Assist in defining standardized opportunity stages, required fields, and role responsibilities.
- Build a semi-automated forecasting workbook (Excel or Smartsheet) using formulas, pivot tables, and probability logic.
- Create summary dashboards and visual reports to support forecasting and pipeline visibility.
- Maintain regular status updates and communicate progress to mentors.
- Prepare and deliver a final project presentation summarizing findings, improvements, and recommendations.
- Adhere to federal and state regulations.
- Adhere to all company policies, processes, and procedures.
- Performs other duties as requested, directed, or assigned.
- Predictable and reliable attendance.
- Undergraduate student (Sophomore–Senior) pursuing a Bachelor’s degree in Industrial Engineering, Systems Engineering, Business Analytics, Operations Management, Technical Sales, or a related field.
- Must be actively enrolled in school.
- Minimum GPA of 3.0 required.
- Ability to work a minimum of 30 hours per week, up to 40 hours per week.
- Strong analytical and problem-solving skills.
- Proficiency with Microsoft Excel (including pivot tables and formulas), Word, PowerPoint, and Outlook.
- Strong written and verbal communication skills.
- Ability to manage multiple tasks and meet deadlines.
- Preferred (not required): experience with process mapping, Smartsheet, Salesforce, or basic automation tools.
- Takes Initiative: Exhibits strong drive for results and success; conveys a sense of urgency and drives issues to closure; persists despite obstacles and opposition.
- Delivers Results: Achievement oriented, feeling a sense of urgency to reach goals on time, if not before.
- Business Process Thinking: Designing, implementing and executing business workflow activities that most effectively and efficiently meet the goals of the business unit and ABS.
- Teamwork: Works cooperatively with others to accomplish team goals and organizational objectives.
- Communication: Exchanges thoughts, feelings and information effectively.
- Focuses on Quality: Drives work results with quality focus in actions and results.
- Prolonged periods sitting at a desk and working on a computer.
- Constant operation of a computer and other office equipment.
- Ability to adjust focus due to extended computer screen use.
- Occasional movement within office and light industrial environments.
- Works primarily in a temperature-controlled office environment.
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