Primax · 17 hours ago
Intern – Primax Sales Operations
United States
Internship
Remote
InternPrimax, a Velera Company, is seeking an Intern for their Sales Operations team. In this role, the intern will support the sales team by assisting with lead generation, maintaining CRM data, and preparing sales materials, while gaining hands-on experience in B2B sales processes.
Financial Services
Responsibilities
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
Qualification
Required
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
Benefits
Competitive wages
Medical with telemedicine
Dental and Vision
Basic and Optional Life Insurance
Paid Time Off (PTO)
Maternity, Parental, Family Care
Community Volunteer Time Off
12 Paid Holidays
Company Paid Disability Insurance
401k (with employer match)
Health Savings Accounts (HSA) with company provided contributions
Flexible Spending Accounts (FSA)
Supplemental Insurance
Mental Health and Well-being: Employee Assistance Program (EAP)
Tuition Reimbursement
Wellness program
Company
Primax
Primax is a financial services company offering credit card and private label card services.
Founded in 1981
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-11-09
2025-08-19
Company data provided by crunchbase