About the role#
The Sales Operations & Strategy Associate Intern supports the team with reporting, analysis, operational coordination, and process improvement. You will work with the team and cross-functional partners to maintain accurate information, prepare business insights, and coordinate recurring deliverables. This role involves using approved artificial intelligence, automation, and digital tools to improve operational activities while ensuring all outputs meet privacy, confidentiality, and security requirements.
What you'll do#
- 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 business partners.
- Track deliverables, owners, deadlines, risks, and outstanding decisions.
- Assist with CRM data quality reviews, account information, and reporting activities.
- Use Excel, Power BI, and CRM platforms to prepare reports and identify trends.
- Conduct market, competitor, and business research to provide insights and recommendations.
- Support the preparation of presentations, meeting materials, and leadership updates.
- Identify opportunities to simplify processes using approved AI and automation tools.
- Review and validate AI-generated outputs for accuracy before they are shared.
- Collaborate with Sales, Finance, Marketing, Credit, and Operations teams.
What you'll need#
- Current enrollment in a university or college program related to business, finance, analytics, marketing, or technology.
- Strong analytical, research, and problem-solving skills.
- Proficiency in Microsoft Excel, PowerPoint, and Word.
- Experience with Power BI, CRM platforms, databases, or data-visualization tools is an asset.
- Interest in applying AI and automation to practical business problems.
- Ability to critically review AI-generated and data-based outputs for accuracy.
- Strong written and verbal communication skills.
- Ability to manage multiple priorities with strong attention to detail.
- Capacity to work independently while seeking guidance when appropriate.
- Demonstrated curiosity, initiative, and willingness to learn.
Location & details#
- Location: Toronto, Ontario, Canada.
- Work Modality: Hybrid.
- Term: Winter 2027.
- Commitment: Full-time.
- Compensation: Paid internship.
About EQ Bank | Equitable Bank
EQ Bank is a Canadian financial services company based in Toronto. Founded in 1970, it operates as the seventh largest Schedule I bank in the country by assets. The company manages approximately 150 billion dollars in assets and serves nearly 4 million customers. It specializes in residential and commercial lending, equipment leasing, and digital banking services.
How to get in at EQ Bank | Equitable Bank
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