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Enterprise Marketing Intern - Revenue Operations

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Work from home  Work from home
Internship, Marketing, English

Job Description:

We are (COMPANY NAME). We empower everyone to achieve their life goals and ambitions with intuitive and customer centric financial solutions. It takes extraordinary people to disrupt decades of legacy financial practices to reimagine solutions to serve customers at scale.

We are committed to building impactful financial solutions that are accessible and affordable to everyone. Using a combination of design, data science, and technology, we help provide people with financial advice and guidance they need to achieve their life goals. Whether it's through our direct to consumer or business to consumer products through partnerships with some of the world's largest and most innovative financial institutions like Wells Fargo, UBS, and Citizens Bank, (COMPANY NAME) seeks to help consumers and institutions make better financial decisions.

Headquartered in San Francisco, we also have amazing talent solving interesting problems across our offices in Calgary, Tucson, Singapore, and New Delhi. Come thrive at (COMPANY NAME)!

The Team - Enterprise Marketing Team, Revenue Operations

The Enterprise Marketing team is a rapidly growing & highly visible function within (COMPANY NAME)'s Strategic Partnerships organization. We're charged with defining our voice and telling the stories of our products and partners to differentiate us in a highly competitive and fluid market. Our goal is to position our company as the leading FinTech innovator in digital customer engagement, retail banking experience & wealth management, by developing sophisticated messaging and delivering impactful content to drive awareness and demand for our solutions. The Revenue Operations function sits within marketing and supports both the enterprise sales and marketing teams, equipping them with the tools, processes, and analytics to optimize their daily operations. Revenue Operations owns both teams' tech stack, data, reporting, and analytics.

The Opportunity - Revenue Operations Intern

(COMPANY NAME) is looking for an independent and outcomes-focused Revenue Operations intern who will be responsible for developing and maintaining our Salesforce CRM, building dashboards and reports, and supporting the Sales and Marketing teams to meet organizational objectives. The primary function of this role will include working hand-in-hand with our existing Revenue Operations Manager to help optimize our current processes for our Sales and Marketing teams and maintaining our database. This is a unique opportunity to interface with key stakeholders internally on both the Sales and Marketing teams and will provide thorough exposure to the daily operations of both functions.

This is a paid 2 to 3-month full-time REMOTE internship.

How You'll Make an Impact

* Collaborate with (COMPANY NAME) Marketing team to manage leads and optimize the lead handoff process with Sales

* Build and maintain our Salesforce CRM including adding in key account and prospect information and maintaining the accuracy of the data within Salesforce

* Collaborating with Sales team members supporting their outreach to key accounts

* Document Sales and Marketing processes to support team learning and adoption

* Build Dashboards and Reports in Salesforce for team members and to support exec team

* Execute on other high value projects to support Sales and Marketing teams (e.g. managing vendor to send swag to prospects)

Why We Value You

* Impeccable communication skills and attention to detail

* Self-starter, able to operate independently and able to thrive in ambiguity

* Highly organized and process oriented

* You love to learn, ask insightful questions and have a high degree of ownership and accountability

* Eager to learn more about Fintech and the Financial Industry broadly

* Ability to thrive in a constantly changing, fast-paced environment, with the flexibility to adapt to changing priorities and manage ambiguities

Founded in 2007, (COMPANY NAME) is backed by premier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures as well as leading financial institutions including Wells Fargo, UBS, Santander, New York Life, Eaton Vance, and Comerica. We've raised $110 million to support our growth as the #1 online investment advisor for large financial institutions.

ę Nvest. All rights reserved, (COMPANY NAME) is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities and perspectives to apply.

San Francisco Applicants: (COMPANY NAME) will consider applicants with arrest and conviction records (criminal histories) in a manner consistent with the San Francisco Fair Chance Ordinance

Source: Company website
Posted on: 14 May 2022
Type of job: Internship
Job duration: 3 months
Languages: English
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