The CRM Project Coordinator Intern will support the Commercial Team with CRM data organization, sales process documentation, and workflow analysis. This role provides hands-on experience working across Inside Sales, Outside Sales, Business Development, and Operations to improve data consistency, document current processes, and identify opportunities for greater efficiency. The internship is ideal for a detail-oriented, organized, and curious individual interested in sales operations, business systems, and process improvement.
ESSENTIAL DUTIES AND RESPONSIBILITIES: - Review CRM records for completeness, accuracy, and duplicate entries.
- Help organize account, contact, and opportunity data in the CRM.
- Meet with team members to learn how work flows from lead generation through post-sales support.
- Assist in documenting sales workflows and identifying gaps or inefficiencies.
- Help evaluate how the CRM is being used compared to the team's actual sales process.
- Support activity tracking and data consistency across the sales team.
- Help create process documentation, workflow maps, and other tools to support future improvements.
- Assist with basic analysis of historical opportunity data to identify trends and insights.
- Report immediately all suspicious and hazardous conditions to a supervisor.
- Understand and observe all safety guidelines and assure quality and safety by complying with all appropriate Click Bond policies and procedures.
- Assist in maintaining clean, orderly and hazard-free work areas.
- Able to work with minimal supervision, be a self-starter and be detail oriented.
- Other duties as assigned.
QUALIFICATIONS: To perform this job successfully, an individual must be able to demonstrate the following competencies:
- Strong organizational skills and attention to detail.
- Clear written and verbal communication skills.
- Proficient in Excel and comfortable learning new systems and tools.
- Able to work independently and manage responsibilities in a remote environment.
- Interest in sales operations, business processes, CRM systems, or data organization.
- Interest in aerospace, manufacturing, or business operations is helpful but not required.
EDUCATION AND/OR EXPERIENCE: - Currently pursuing a degree in Business, Marketing, MIS, Communications, or a related field.
- No prior professional experience required. Some exposure to Salesforce or another CRM platform through work, school, internships, or personal projects is preferred. Experience with tools such as Miro, Visio, Power BI, Tableau, or similar platforms is a plus.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The work is primarily sedentary, although there may be some walking, standing, bending, and carrying of items, such as paper or books, weighing less than 10 pounds.
CLICK BOND WAY - KEY ATTRIBUTES: - Communicates respectfully to all team members, vendors, and visitors.
- Models a positive attitude.
- Actively listens to others and supports the team environment.
- Asks questions and learns from mistakes.
- Executes tasks with minimal errors in a timely and efficient manner.
- Attendance is consistent and meets or exceeds company standards.
Click Bond is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information or any other protected classification. Click Bond complies with federal and state disability laws. Click Bond will provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact People Operations at 775.885.8000 or email: careers@clickbond.com
