Assist with lead generation by researching and qualifying potential prospects.
Maintain and update CRM systems with accurate and timely information.
Prepare and organize sales presentations and materials for client meetings.
Coordinate scheduling between prospects and sales representatives.
Track and analyze key sales metrics and pipeline activity to support data-driven decisions.
Collaborate with cross-functional teams (Sales, Marketing, Operations) to improve processes and enhance customer experience.
Support administrative tasks that keep sales operations running efficiently.
Leverage CRM tools to manage and update prospect data; familiarity with systems like Salesforce or HubSpot is a plus.
Perform other duties as assigned.

Enrolled in an accredited undergraduate degree program – upperclassmen and graduate students preferred.
Outstanding verbal and written communication skills, with the ability to coordinate thoughts, communicate, completely, and concisely.
Strong, organizational, and detail skills, with the ability to consistently perform as business requests.
Strong critical thinking, problem-solving, and cross-functional collaboration skills.
Ability to adjust easily when directions and priorities change on short notice.
Proficiency in MS Office Suite® with a heavy emphasis on Excel.
Proficiency in software that applies to your major and function-specific internship.
Passion for learning the Credit Union Industry.
Believe in Velera’s culture and values.
Ideal candidates have passion for their community as well as a commitment to diversity, equity, and inclusion.

Intern – Sales Operations

Key skills