Sales Operations Intern

Integrity. Care. Trust. Compassion. Expertise.

Do these words resonate with you?

These values of Builders culture create success in all we do. We strive to provide deeply supportive partnerships to our customers, agents, and each other. 

Builders is proud to be named among the Great Places to Work. Our award-winning culture has earned top marks in Company Direction, Employee Appreciation, Work-Life Balance, Leadership, and Compensation and Benefits. Our strong culture keeps us Built Strong in a forever-changing world, and our AM Best A Rating is evidence of our financial strength.

Position Summary

The Sales Operations Intern will support the daily operations of the sales organization by assisting with analytics, reporting, process optimization, and tool management. This role is ideal for a student interested in sales strategy, business operations, or revenue analytics. The intern will gain hands-on experience working with cross-functional teams, analyzing sales performance metrics, and improving operational efficiency to help drive organizational growth.

Responsibilities

• Assist in preparing weekly and monthly sales reports, dashboards, and performance summaries.
• Track KPIs such as pipeline activity, conversion rates, and sales productivity.
• Monitor data accuracy and help resolve data discrepancies within CRM systems.

• Support documentation and standardization of sales processes.
• Identify areas for workflow or communication improvements and suggest solutions.
• Participate in projects aimed at streamlining lead management, forecasting, or territory alignment.

• Assist with CRM data entry, updates, and system maintenance (e.g., Salesforce, HubSpot, or similar).
• Support training materials for new tools or process rollouts.
• Help troubleshoot basic user issues related to sales tools and platforms.
• Partner with Sales, Marketing, and Customer Success teams to support revenue-driving initiatives.
• Contribute to special projects assigned by the Sales Operations Manager.

Qualifications

• Current student pursuing a Bachelor’s degree in Business, Marketing, Data Analytics, Finance, or a related field.
• Strong analytical skills with the ability to interpret data and generate insights.
• Proficiency in Microsoft Excel; familiarity with PowerPoint and Word.
• Exposure to CRM platforms (e.g., Salesforce, HubSpot) is a plus but not required.
• Strong organizational and time-management skills with attention to detail.
• Excellent communication skills, both written and verbal.
• Self-motivated, eager to learn, and comfortable working in a fast-paced environment.

What You’ll Gain

• Experience working on real sales processes and tools used in modern revenue organizations.
• Exposure to sales strategy, forecasting, and pipeline management.
• Development of operational, analytical, and communication skills.
• Opportunity to collaborate with leaders across the company.
• Hands-on experience that supports future roles in sales operations, revenue operations, business analytics, or sales strategy.

Let’s talk Fun!

• A young professional social
• Lunch with all the Chiefs
• Lunch and Coffees with our CEO
• Lunch and Learns to learn about other areas of the organization
• A Farewell Party

About Builders

Builders is a mid-sized mutual with remarkable strengths. Rated A by AM Best, Builders has forged rock-solid financial strength and a reputation for reliability and fairness in fulfilling our promises to customers. Kind, collaborative, and customer-centric, our experienced and passionate teams foster a rewarding atmosphere of excellence, trust, and mutual respect, meriting the “Culture Excellence” honors from Top Workplaces. Flexible and highly personal, our experts leverage deeply supportive partnerships with knowledgeable independent agencies to drive better services and protection for policyholders.

Our financial excellence, amazing people, and powerful partnerships build outstanding outcomes and peace of mind for our agents and their clients. This is what we mean by Insurance Built Strong^®.