About the role#
The Sales Planning Intern supports internal teams including Sales, Finance, Accounting, Legal, Marketing, and Customer Success. You will assist with sales data analysis, contract renewal engagement, revenue retention, and data cleaning. This is a paid internship for the Winter 2027 term.
What you'll do#
- Perform sales analytics and reporting tasks to support performance management.
- Build reports and dashboards using Salesforce, BI tools, and Excel.
- Validate and research sales activities to ensure data integrity.
- Collect and interpret data to help drive sales production.
- Build working relationships across departments to integrate sales operations.
- Promote process improvements for new and existing workflows.
What you'll need#
- Active enrollment in a degree-seeking program in Business, Marketing, Finance, Accounting, or a related field.
- Ability to work independently and take initiative.
- Strong attention to detail and follow-through.
- Experience with Excel, Word, and Google Docs.
- Proficiency in SQL, Python, or R is a plus.
- Strong communication skills and leadership experience in school or community programs.
Location & details#
- This role is remote, with the option to work in a hybrid capacity if you are located near our New York City office.
- You must have reliable internet access for remote work.
- This position is part-time.
About Workiva
Workiva is a software company that provides a platform for data connection, process unification, and team collaboration. It serves finance, accounting, sustainability, risk, and audit teams across more than 6,600 organizations. The company was founded in 2008 and is based in Ames, Iowa. It currently employs over 3,300 people and operates as a public company.
How to get in at Workiva
Applying early for an internship at Workiva is a significant advantage because it ensures your materials are reviewed before the applicant pool grows too large. Intern Insider sends an instant alert the moment a role matching your target is published, helping you stay ahead of the crowd. This timing often makes the difference between being seen and getting lost in the pile. You can use this lead time to prepare a thoughtful application that reflects your interest in their platform. Reaching out to the recruiters behind Workiva roles directly can further improve your response rates. Intern Insider surfaces the specific people managing these openings, allowing you to ask relevant questions or request a referral. Connecting with the right person shows you are serious about the opportunity and helps you stand out from the standard queue.
