Summer Intern – Sales Operations Data Analyst
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Job Description
Sales Operations Data Analyst Intern at Casepoint analyzing sales data and maintaining dashboards for operational efficiency. Collaborating with Revenue Operations and other teams to improve business insights and reporting.
Responsibilities:
- Assist with collecting, organizing, and validating sales and customer data from CRM and other business systems.
- Support the creation and maintenance of reports and dashboards to track sales performance, pipeline activity, and key business metrics.
- Analyze trends and identify opportunities to improve data quality, reporting accuracy, and operational efficiency.
- Prepare summaries and visualizations to support business reviews and leadership decision-making.
- Partner with Sales, Marketing, Customer Success, and Revenue Operations teams on ad hoc projects and analyses.
- Document processes and recommend improvements to reporting and data management practices.
Requirements:
- Currently pursuing a Bachelor's degree in Business, Analytics, Data Science, Economics, Finance, Information Systems, or a related field.
- Strong analytical and problem-solving skills.
- Proficiency with Microsoft Excel, including formulas, pivot tables, and data analysis.
- Experience with data visualization tools (Power BI, Tableau, or similar) is a plus.
- Familiarity with CRM systems such as Salesforce is preferred but not required.
- Strong attention to detail and organizational skills.
- Effective written and verbal communication skills.
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