Sales Operations & Strategy Intern – Winter 2027

About the role

Join EQ Bank’s Sales Operations & Strategy team for a winter 2027 internship where you will support reporting, analysis, and process improvement initiatives that enable the sales organization. You will work closely with cross‑functional partners to maintain accurate information, prepare business insights, and help implement AI‑enabled tools.

Key responsibilities

• Support recurring Sales Operations activities, reporting cycles and business reviews.
• Maintain trackers, working files, process documentation and other operational resources.
• Collect and consolidate updates from Sales teams and cross‑functional partners.
• Assist with CRM data quality reviews, account information and related reporting activities.
• Use Excel, Power BI, CRM platforms and other approved tools to prepare reports, identify trends and support decision‑making.
• Track deliverables, owners, deadlines, risks and outstanding decisions.
• Support Sales events, expense tracking and other operational activities as required.
• Summarize findings and translate information into clear insights and recommendations.
• Identify opportunities to simplify processes using approved AI, automation and digital tools, and validate AI‑generated outputs.

Required profile

• Currently enrolled in a university or college program in business, finance, analytics, marketing, technology or a related field.
• Strong analytical, research and problem‑solving abilities with attention to detail.
• Excellent written and verbal communication skills and ability to work independently or collaboratively.

Required skills

• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Word
• Power BI
• CRM platforms
• Databases
• Data‑visualization tools