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Account Strategy Intern (100% Remote, Anywhere in the USA)

Posted 2 days agoViewed

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💎 Seniority level: Entry

📍 Location: USA

💸 Salary: 18.0 USD per hour

🔍 Industry: Personal finance

🗣️ Languages: English

🪄 Skills: SalesforceTableauMicrosoft Excel

Requirements:
  • Must be available to work 24 hours per week Monday-Friday for the duration of the 16-week program.
  • Students with class standing of junior or above preferred.
  • Demonstrated success at working in a fast-paced environment.
  • Proficient in Google Suite, Microsoft Excel, Microsoft Word, and PowerPoint.
  • Motivated problem solver who will proactively troubleshoot and create solutions.
  • Detail-oriented and able to maintain confidential information.
  • Strong interpersonal, written and verbal communication, and organizational skills.
Responsibilities:
  • Provide support to the Account Strategy Team on day-to-day tasks.
  • Collaborate with Sales and Account Strategists to understand client needs and assist with onboarding and campaign execution.
  • Assist with compliance support including rate updates, mocks, and client decks.
  • Ensure client onboarding checklists are accurate and timely.
  • Manage Salesforce tickets and budget lines.
  • Pull campaign reporting and performance recaps.
  • Assist with capturing screenshots for campaign workflow.
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  • Provide support to the Account Strategy Team on day-to-day tasks.
  • Collaborate with Sales and Account Strategists to understand client needs and assist with onboarding and campaign execution.
  • Provide compliance support including rate updates, mocks, and client decks.
  • Ensure timely completion of client onboarding checklists.
  • Manage Salesforce tickets and budget lines.
  • Assist in pulling campaign reporting and performance recaps.
  • Provide screenshots for campaign workflow.

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